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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
SC
1201
SRB Corp
Massachusetts
$211K
MHS
1202
M Holdings Securities
Oregon
$210K -$36.9K -146 -14%
GHA
1203
GW Henssler & Associates
Georgia
$209K
GW
1204
GW & Wade
Massachusetts
$208K +$219K +865 New
HT
1205
Heritage Trust
Oklahoma
$207K -$36.4K -144 -14%
KA
1206
Kovack Advisors
Florida
$206K -$130K -516 -38%
CCA
1207
Clearwater Capital Advisors
Illinois
$206K +$2.78K +11 +1%
RWA
1208
Ropes Wealth Advisors
Massachusetts
$205K -$51.6K -204 -19%
KP
1209
Keel Point
Alabama
$205K +$216K +855 New
CSIC
1210
Clifford Swan Investment Counsel
California
$204K -$78.9K -312 -27%
BFC
1211
Bedel Financial Consulting
Indiana
$202K
AFP
1212
Ausdal Financial Partners
Iowa
$201K -$131K -520 -38%
BW
1213
Bison Wealth
Georgia
$200K -$25.3K -100 -11%
OC
1214
Oakworth Capital
Alabama
$197K
PCM
1215
Prelude Capital Management
New York
$187K +$197K +780 New
JG
1216
Jefferies Group
New York
$183K -$12.3M -48,774 -98%
IUHSA
1217
Itau Unibanco Holding S.A.
Brazil
$166K +$45.3K +179 +35%
HWP
1218
Hefty Wealth Partners
Indiana
$162K +$11.4K +45 +7%
SIM
1219
Sonora Investment Management
Arizona
$159K +$2.53K +10 +2%
CF
1220
Centaurus Financial
California
$156K +$164K +649 New
CCM
1221
Cribstone Capital Management
Maine
$153K -$506 -2 -0.3%
CAW
1222
Cornerstone Advisors (Washington)
Washington
$152K -$1.52K -6 -0.9%
CIP
1223
Convergence Investment Partners
Florida
$152K +$160K +634 New
CFA
1224
Carroll Financial Associates
North Carolina
$151K
BC
1225
Barnett & Company
Tennessee
$150K -$16.4K -65 -9%

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.