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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
NEPWA
1126
New England Private Wealth Advisors
Massachusetts
$324K -$49.9K -206 -13%
DP
1127
Dearborn Partners
Illinois
$323K +$9.69K +40 +3%
AWM
1128
Altium Wealth Management
New York
$320K -$9.93K -41 -3%
PL
1129
Plancorp LLC
Missouri
$319K +$484 +2 +0.2%
CAN
1130
Claraphi Advisory Network
United States
$319K +$321K +1,324 New
S
1131
SignatureFD
Georgia
$318K -$8.72K -36 -3%
MFG
1132
Monte Financial Group
Connecticut
$316K +$18.4K +76 +6%
FLI
1133
Family Legacy Inc
South Carolina
$315K
CW
1134
Cabot-Wellington
Massachusetts
$314K
SFM
1135
Systematic Financial Management
New Jersey
$314K
WP
1136
WealthSource Partners
California
$313K -$112K -464 -26%
NG
1137
Northstar Group
New York
$311K -$3.87K -16 -1%
IIC
1138
Integrated Investment Consultants
Michigan
$311K +$312K +1,290 New
UAM
1139
UAS Asset Management
New York
$307K +$309K +1,275 New
FWIA
1140
Fort Washington Investment Advisors
Ohio
$305K -$33.2K -137 -10%
VAM
1141
Visionary Asset Management
Texas
$305K +$18.6K +77 +6%
IA
1142
IFG Advisory
Georgia
$304K -$5.08K -21 -2%
KFGK
1143
Keystone Financial Group (Kentucky)
Kentucky
$304K +$47.2K +195 +18%
LNB
1144
Ledyard National Bank
$303K -$8.96K -37 -3%
BB
1145
Busey Bank
Illinois
$301K -$87.2K -360 -22%
CNBT
1146
Canandaigua National Bank & Trust
New York
$301K +$3.63K +15 +1%
TNAM
1147
Terra Nova Asset Management
New York
$299K
AWM
1148
Avior Wealth Management
Nebraska
$299K +$294K +1,213 +4,043%
CT
1149
Coastline Trust
Rhode Island
$297K
FRM
1150
Fox Run Management
Connecticut
$292K -$329K -1,358 -53%

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.