FDX icon

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 %
CWP
1101
CFM Wealth Partners
Texas
$116K +$116K +730 New
MAWCM
1102
Mine & Arao Wealth Creation & Management
California
$115K +$115K +758 New
AF
1103
Allworth Financial
California
$110K -$14.8K -98 -12%
RFA
1104
Reilly Financial Advisors
California
$110K – – –
AA
1105
Ancora Advisors
Ohio
$109K +$109K +721 New
WQ
1106
Wealth Quarterback
New Jersey
$108K +$108K +714 New
GLI
1107
Guardian Life Insurance
New York
$107K +$1.21K +8 +1%
LTI
1108
Laffer Tengler Investments
Tennessee
$106K +$106K +698 New
MAM
1109
Meeder Asset Management
Ohio
$104K +$37.6K +248 +57%
CAM
1110
Close Asset Management
United Kingdom
$100K -$7.88K -52 -7%
PCIA
1111
Prime Capital Investment Advisors
Kansas
$98K – – –
TF
1112
TimeScale Financial
Massachusetts
$97K – – –
CFA
1113
Carroll Financial Associates
North Carolina
$97K +$25.3K +168 +35%
ZB
1114
Zions Bancorporation
Utah
$96K -$145K -952 -60%
PB
1115
Pinnacle Bancorp
Nebraska
$92K -$6.06K -40 -6%
EFSCE
1116
Enterprise Financial Services Corp (EFSC)
Missouri
$92K -$1.06K -7 -1%
CAL
1117
Capital Analysts LLC
Pennsylvania
$87K -$25.1K -165 -22%
PK
1118
Pflug Koory
Nebraska
$85K – – –
LWA
1119
Lenox Wealth Advisors
New York
$82K – – –
GRP
1120
Global Retirement Partners
California
$82K +$3.02K +20 +4%
LB
1121
Legacy Bridge
Iowa
$81K – – –
TF
1122
Tompkins Financial
New York
$80K -$14K -92 -15%
Loomis, Sayles & Company
1123
Loomis, Sayles & Company
Massachusetts
$79K +$7.11K +47 +10%
NSIM
1124
North Star Investment Management
Illinois
$77K +$27.2K +180 +55%
AI
1125
ArchPoint Investors
Florida
$76K – – –
43 44
45
46 47