FDX icon

FedEx
FDX

Overview Fund Activity

1,173 hedge funds and large institutions have $23.6B invested in FedEx in 2020 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 437 increasing their positions, 488 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,173
Holders Change
-97
Holders Change %
-7.64%
% of All Funds
25.91%
Holding in Top 10
27
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+80%
% of All Funds
0.6%
New
95
Increased
437
Reduced
488
Closed
181
Calls
$617M
Puts
$941M
Net Calls
-$324M
Net Calls Change
+$336M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
$744M
2
Invesco
Invesco
Georgia
$257M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$513M
4
Dodge & Cox
Dodge & Cox
California
$3.26B
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$224M

Top Sellers

1
Primecap Management
Primecap Management
California
$1.67B
2
VH
ValueAct Holdings
California
$0
3
CVA
Ceredex Value Advisors
Florida
$442K
4
UBS Group
UBS Group
Switzerland
$61.4M
5
AAMU
Amundi Asset Management US
Massachusetts
$77M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPFS
1126
First Personal Financial Services
North Carolina
$8K -$1.41K -12 -15%
BHWM
1127
Bay Harbor Wealth Management
Maryland
$8K -$615 -5 -7%
MA
1128
MCF Advisors
Kentucky
$8K +$4.88K +39 +156%
TCCM
1129
Timber Creek Capital Management
Massachusetts
$7K – – –
CI
1130
CX Institutional
Indiana
$7K +$6.11K +48 +686%
CMA
1131
Cedar Mountain Advisors
Oregon
$6K -$30.6K -250 -84%
PGAM
1132
Princeton Global Asset Management
New Jersey
$6K – – –
CCA
1133
Column Capital Advisors
Indiana
$6K – – –
BCM
1134
Bourgeon Capital Management
Connecticut
$6K – – –
VNA
1135
Valley National Advisers
Pennsylvania
$6K – – –
BWM
1136
Baystate Wealth Management
Massachusetts
$6K +$3.39K +26 +130%
CAN
1137
Claraphi Advisory Network
United States
$6K +$6K +48 New
PCA
1138
Providence Capital Advisors
North Carolina
$6K +$6K +50 New
CWM
1139
Cranbrook Wealth Management
Michigan
$5K – – –
SL
1140
Savior LLC
Massachusetts
$5K – – –
LWA
1141
Lowe Wealth Advisors
Maryland
$5K +$2.78K +25 +125%
EWM
1142
EPG Wealth Management
Georgia
$4K -$13.3K -106 -77%
IF
1143
Ironwood Financial
Arizona
$4K – – –
LWM
1144
Lenox Wealth Management
Ohio
$4K – – –
WCG
1145
Weaver Consulting Group
California
$4K – – –
BWP
1146
Baldwin Wealth Partners
Massachusetts
$4K – – –
PCFFS
1147
Pacific Center for Financial Services
California
$4K – – –
BBA
1148
Braun-Bostich & Associates
Pennsylvania
$4K – – –
AW
1149
Avion Wealth
Texas
$4K +$4K +30 New
CWM
1150
Cedar Wealth Management
California
$4K +$4K +34 New
44 45
46
47 48