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1,426 hedge funds and large institutions have $46.3B invested in FedEx in 2018 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 581 increasing their positions, 490 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 78

19% more repeat investments, than reductions

Existing positions increased: 581 | Existing positions reduced: 490

5% more capital invested

Capital invested by funds: $44.1B → $46.3B (+$2.23B)

1% more funds holding

Funds holding: 1,4121,426 (+14)

0.1% more ownership

Funds ownership: 72.77%72.87% (+0.1%)

2% less funds holding in top 10

Funds holding in top 10: 5453 (-1)

35% less call options, than puts

Call options by funds: $783M | Put options by funds: $1.2B

Holders
1,426
Holders Change
+14
Holders Change %
+0.99%
% of All Funds
32.6%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
1.21%
New
107
Increased
581
Reduced
490
Closed
78
Calls
$783M
Puts
$1.2B
Net Calls
-$421M
Net Calls Change
-$317M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1101
Bar Harbor Wealth Management
New Hampshire
$349K -$6.78K -28 -2%
MCA
1102
Mercer Capital Advisers
New Jersey
$349K
BG
1103
Bahl & Gaynor
Ohio
$348K
AWA
1104
Arete Wealth Advisors
Illinois
$348K +$47K +194 +16%
QCG
1105
Quadrant Capital Group
Ohio
$347K -$5.08K -21 -1%
NB
1106
Nicolet Bankshares
Wisconsin
$342K -$11.4K -47 -3%
HCM
1107
Harvest Capital Management
New Hampshire
$342K
CRC
1108
Curi RMB Capital
Illinois
$342K +$968 +4 +0.3%
RHBC
1109
R.H. Bluestein & Co
Michigan
$342K +$48.4K +200 +16%
NIM
1110
Northeast Investment Management
Massachusetts
$341K -$121K -499 -26%
SFSG
1111
Stearns Financial Services Group
North Carolina
$339K +$24.5K +101 +8%
MWM
1112
Mission Wealth Management
California
$338K
CCG
1113
Cypress Capital Group
Florida
$337K -$15.3K -63 -4%
VST
1114
Van Strum & Towne
California
$337K
WF
1115
Welch & Forbes
Massachusetts
$337K
GEM
1116
Global Endowment Management
North Carolina
$335K
PAM
1117
Palisade Asset Management
Minnesota
$335K
EFS
1118
Essex Financial Services
Connecticut
$334K +$4.36K +18 +1%
OFW
1119
Omnia Family Wealth
Florida
$333K
OIA
1120
OneDigital Investment Advisors
Kansas
$332K +$484 +2 +0.1%
AWM
1121
AE Wealth Management
Kansas
$332K +$334K +1,380 New
LI
1122
Lafayette Investments
Maryland
$329K +$110K +455 +50%
RWP
1123
RWA Wealth Partners
Massachusetts
$329K +$315K +1,302 +2,034%
ED
1124
Exane Derivatives
France
$326K -$180K -742 -35%
CCA
1125
Catalyst Capital Advisors
New York
$325K

FDX Hedge Fund Activity: Q3 2018 in Review

1,426 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q3 2018, worth a combined $46.3B — up 5.1% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new FDX positions and 78 closed out — a net gain of 29 holders — while 581 added to existing stakes and 490 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $500M. The largest seller was Capital World Investors, cutting an estimated $627M.

  • 1,426 institutional investors held FedEx (FDX) as of Q3 2018, up from 1,412 in Q2 2018.
  • Funds reported $46.3B of FedEx stock for Q3 2018, up 5.1% quarter-over-quarter.
  • 107 funds opened new FedEx positions in Q3 2018 and 78 closed out, a net change of +29 holders.
  • The largest FedEx buyer in Q3 2018 was Dodge & Cox, an estimated $500M added.
  • The largest FedEx seller in Q3 2018 was Capital World Investors, an estimated $627M sold.

Based on aggregated 13F filings for Q3 2018.