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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
PWLP
1176
Prio Wealth Limited Partnership
Massachusetts
$265K +$1.94K +8 +0.7%
LOAMS
1177
Lombard Odier Asset Management (Switzerland)
Switzerland
$264K
FPFS
1178
First Personal Financial Services
North Carolina
$264K +$4.36K +18 +2%
CIC
1179
Carnegie Investment Counsel
Ohio
$263K -$86.9K -359 -24%
SL
1180
Summitry LLC
California
$260K
BCM
1181
Bienville Capital Management
New York
$259K
HA
1182
Harbor Advisors
Florida
$258K
MIM
1183
Marco Investment Management
Georgia
$258K
KSA
1184
Ken Stern & Associates
California
$257K
ESBC
1185
E.S. Barr & Co
Kentucky
$255K
TAM
1186
Taurus Asset Management
New York
$253K -$72.6K -300 -22%
EWA
1187
EP Wealth Advisors
California
$253K +$254K +1,050 New
NIC
1188
Northwest Investment Counselors
Oregon
$252K
JCM
1189
Jacobi Capital Management
Pennsylvania
$252K +$14.5K +60 +6%
CCM
1190
Cohen Capital Management
California
$250K
WWM
1191
Windsor Wealth Management
Indiana
$250K +$252K +1,039 New
ATC
1192
Adirondack Trust Company
New York
$249K +$1.21K +5 +0.5%
KCM
1193
Kanawha Capital Management
Virginia
$248K
BCWM
1194
Blue Chip Wealth Management
Florida
$247K -$35.8K -148 -13%
FFC
1195
First Financial Corp
Indiana
$247K
CAI
1196
Capital Advisors Inc
Oklahoma
$245K -$8.23K -34 -3%
OC
1197
Oakworth Capital
Alabama
$242K +$50.4K +208 +26%
RM
1198
Resource Management
Louisiana
$242K +$243K +1,004 New
CP
1199
Cumberland Partners
Ontario, Canada
$241K
NJBEST
1200
New Jersey Better Educational Savings Trust
New Jersey
$241K

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.