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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
OA
1201
Oxbow Advisors
Texas
$240K
AFP
1202
Ausdal Financial Partners
Iowa
$240K +$241K +997 New
GW
1203
GW & Wade
Massachusetts
$239K +$242 +1 +0.1%
AW
1204
Alpha Windward
Massachusetts
$239K +$484 +2 +0.2%
BB
1205
Bell Bank
North Dakota
$238K +$2.66K +11 +1%
WGCA
1206
Wolf Group Capital Advisors
Virginia
$237K -$15.5K -64 -6%
CAMG
1207
CWA Asset Management Group
Florida
$235K
TCM
1208
Tradewinds Capital Management
Washington
$235K
BC
1209
Burleson & Co
California
$233K
FCIM
1210
Fairview Capital Investment Management
California
$233K
FFA
1211
First Foundation Advisors
California
$232K -$22K -91 -9%
WPW
1212
Waldron Private Wealth
Pennsylvania
$232K +$726 +3 +0.3%
SAS
1213
Stelac Advisory Services
New York
$232K +$233K +964 New
CCM
1214
Coldstream Capital Management
Washington
$231K +$232K +957 New
BWM
1215
Buckley Wealth Management
Nevada
$229K -$16K -66 -6%
CSIC
1216
Clifford Swan Investment Counsel
California
$229K -$12.6K -52 -5%
RWMH
1217
Riverpoint Wealth Management Holdings
Illinois
$229K -$242 -1 -0.1%
JIC
1218
Joel Isaacson & Co
New York
$229K
KF
1219
Krilogy Financial
Missouri
$229K +$230K +950 New
BUB
1220
BBVA USA Bancshares
Texas
$228K +$230K +948 New
FANJ
1221
Financial Architects (New Jersey)
New Jersey
$227K -$180K -743 -44%
CL
1222
Choreo LLC
Illinois
$227K +$5.08K +21 +2%
HI
1223
Hendershot Investments
Virginia
$227K +$7.26K +30 +3%
PAA
1224
Peregrine Asset Advisers
Oregon
$226K
RMDI
1225
R.M. Davis Inc
Maine
$226K +$227K +937 New

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.