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FedEx
FDX

Overview Fund Activity

1,270 hedge funds and large institutions have $28.9B invested in FedEx in 2019 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 347 increasing their positions, 596 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,270
Holders Change
+25
Holders Change %
+2.01%
% of All Funds
25.08%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.3%
New
163
Increased
347
Reduced
596
Closed
115
Calls
$1.04B
Puts
$1.7B
Net Calls
-$660M
Net Calls Change
-$114M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$339M
2
Artisan Partners
Artisan Partners
Wisconsin
+$169M
3
CCM
Causeway Capital Management
California
+$150M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$95.9M
5
VH
ValueAct Holdings
California
+$89.2M

Top Sellers

1
GA
Greenhaven Associates
New York
-$166M
2
LSV Asset Management
LSV Asset Management
Illinois
-$65.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$57M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$49.3M
5
Bank of America
Bank of America
North Carolina
-$47.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
APWM
1076
Atlas Private Wealth Management
New York
$180K +$180K +1,189 New
HCM
1077
Hillman Capital Management
Maryland
$178K +$178K +1,177 New
OC
1078
Oakworth Capital
Alabama
$177K -$19.2K -122 -10%
IRAG
1079
Investment Research & Advisory Group
Georgia
$177K +$177K +1,171 New
BEAM
1080
Baker Ellis Asset Management
Washington
$174K -$567K -3,750 -77%
CFG
1081
CKW Financial Group
Hawaii
$174K – – –
RTC
1082
Riverview Trust Company
Washington
$170K -$70.2K -463 -29%
BWM
1083
BerganKDV Wealth Management
Minnesota
$167K +$12.1K +80 +8%
CFGS
1084
Concourse Financial Group Securities
Alabama
$160K +$105K +690 +190%
VLKIM
1085
Van Lanschot Kempen Investment Management
Netherlands
$156K -$1.22M -8,075 -89%
OIA
1086
OneDigital Investment Advisors
Kansas
$155K +$155K +1,027 New
FGAM
1087
Financial Gravity Asset Management
Texas
$151K – – –
CM
1088
Castleark Management
Illinois
$151K – – –
SFSIG
1089
San Francisco Sentry Investment Group
California
$147K -$47K -310 -24%
AW
1090
Alpha Windward
Massachusetts
$145K -$3.94K -26 -3%
IAS
1091
IMA Advisory Services
Colorado
$144K -$2.22M -14,662 -94%
SIC
1092
Salem Investment Counselors
North Carolina
$144K -$30.9K -205 -18%
TCM
1093
Tradewinds Capital Management
Washington
$144K – – –
AF
1094
Advisornet Financial
Minnesota
$142K +$6.94K +46 +5%
KPCM
1095
Kings Point Capital Management
New York
$140K -$7.58K -50 -5%
BAM
1096
Bellevue Asset Management
Washington
$133K +$133K +882 New
FANJ
1097
Financial Architects (New Jersey)
New Jersey
$127K – – –
Acadian Asset Management
1098
Acadian Asset Management
Massachusetts
$127K +$14.1K +94 +13%
LC
1099
Lindbrook Capital
California
$123K -$3.78K -25 -3%
QAM
1100
QCI Asset Management
New York
$117K – – –
42 43
44
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