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1,399 hedge funds and large institutions have $48.1B invested in FedEx in 2018 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 523 increasing their positions, 537 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 86

2% more funds holding

Funds holding: 1,3781,399 (+21)

0.14% more ownership

Funds ownership: 74.82%74.96% (+0.14%)

3% less repeat investments, than reductions

Existing positions increased: 523 | Existing positions reduced: 537

4% less capital invested

Capital invested by funds: $50B → $48.1B (-$1.94B)

23% less funds holding in top 10

Funds holding in top 10: 8767 (-20)

35% less call options, than puts

Call options by funds: $894M | Put options by funds: $1.37B

Holders
1,399
Holders Change
+21
Holders Change %
+1.52%
% of All Funds
32.07%
Holding in Top 10
67
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-22.99%
% of All Funds
1.54%
New
121
Increased
523
Reduced
537
Closed
86
Calls
$894M
Puts
$1.37B
Net Calls
-$479M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
CDH
1176
Charles D. Hyman
$233K
CCM
1177
Cohen Capital Management
California
$232K
SCM
1178
Sterneck Capital Management
Missouri
$231K -$25.5K -101 -9%
FCIM
1179
Fairview Capital Investment Management
California
$231K -$25.3K -100 -9%
WPW
1180
Waldron Private Wealth
Pennsylvania
$230K +$243K +961 New
PAA
1181
Peregrine Asset Advisers
Oregon
$229K
MVA
1182
Mount Vernon Associates
Maryland
$228K
CFA
1183
Capstone Financial Advisors
Illinois
$226K -$34.4K -136 -13%
QAM
1184
QCI Asset Management
New York
$226K
CA
1185
Calton & Associates
Florida
$226K +$1.52K +6 +0.6%
CL
1186
Choreo LLC
Illinois
$225K +$7.08K +28 +3%
FFBTD
1187
First Financial Bank - Trust Division
Ohio
$224K
RWMH
1188
Riverpoint Wealth Management Holdings
Illinois
$222K +$6.83K +27 +3%
BBNB
1189
Baker Boyer National Bank
Washington
$221K +$5.06K +20 +2%
LWAC
1190
Laurel Wealth Advisors (California)
California
$221K +$5.06K +20 +2%
HI
1191
Hendershot Investments
Virginia
$219K
LI
1192
Lafayette Investments
Maryland
$219K
EWM
1193
Evermay Wealth Management
Virginia
$216K -$187K -740 -45%
WPC
1194
Waters Parkerson & Co
Louisiana
$216K
PCG
1195
Private Capital Group
Connecticut
$214K +$220K +872 +4,844%
FDCC
1196
Foster Dykema Cabot & Co
Massachusetts
$213K
BCWM
1197
Blue Chip Wealth Management
Florida
$213K +$224K +886 New
UFF
1198
USA Financial Formulas
Michigan
$212K +$224K +885 New
HCM
1199
Highbridge Capital Management
New York
$211K -$20.3M -80,223 -99%
LW
1200
Linscomb Wealth
Texas
$211K -$10.6K -42 -5%

FDX Hedge Fund Activity: Q1 2018 in Review

1,399 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q1 2018, worth a combined $48.1B — down 3.9% from $50B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new FDX positions and 86 closed out — a net gain of 35 holders — while 523 added to existing stakes and 537 trimmed.

The largest buyer was Jennison Associates, adding an estimated $248M. The largest seller was Nordea Investment Management, cutting an estimated $183M.

  • 1,399 institutional investors held FedEx (FDX) as of Q1 2018, up from 1,378 in Q4 2017.
  • Funds reported $48.1B of FedEx stock for Q1 2018, down 3.9% quarter-over-quarter.
  • 121 funds opened new FedEx positions in Q1 2018 and 86 closed out, a net change of +35 holders.
  • The largest FedEx buyer in Q1 2018 was Jennison Associates, an estimated $248M added.
  • The largest FedEx seller in Q1 2018 was Nordea Investment Management, an estimated $183M sold.

Based on aggregated 13F filings for Q1 2018.