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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
SBL
1226
Sargent Bickham Lagudis
Colorado
$150K -$9.61K -38 -6%
MFBTD
1227
MB Financial Bank - Trust Department
Illinois
$149K -$80.6K -319 -34%
TF
1228
Tompkins Financial
New York
$149K
ECM
1229
EII Capital Management
New York
$146K +$153K +607 New
MOS
1230
MGO One Seven
Ohio
$144K +$1.26K +5 +0.8%
CFG
1231
CKW Financial Group
Hawaii
$143K
AIP
1232
Almanack Investment Partners
Pennsylvania
$138K +$145K +575 New
KPCM
1233
Kings Point Capital Management
New York
$137K
GLI
1234
Guardian Life Insurance
New York
$136K -$58.7K -232 -29%
TSW
1235
Thompson Siegel & Walmsley
Virginia
$132K
BCM
1236
Basswood Capital Management
New York
$129K +$136K +537 New
KBFS
1237
Kohmann Bosshard Financial Services
Ohio
$126K -$95.8K -379 -42%
KF
1238
Krilogy Financial
Missouri
$126K +$3.29K +13 +3%
BCP
1239
Blackhawk Capital Partners
Wisconsin
$125K -$21.2K -84 -14%
VCM
1240
Versant Capital Management
Arizona
$123K -$5.06K -20 -4%
AI
1241
ArchPoint Investors
Florida
$120K
AF
1242
Advisornet Financial
Minnesota
$116K -$17.4K -69 -12%
RFM
1243
Royal Fund Management
Florida
$114K +$15.4K +61 +15%
C
1244
Cerebellum
California
$113K -$8.34K -33 -7%
RFA
1245
Reilly Financial Advisors
California
$111K -$59.9K -237 -34%
MWM
1246
Mascoma Wealth Management
New Hampshire
$109K
PK
1247
Pflug Koory
Nebraska
$108K -$37.9K -150 -25%
MGIA
1248
Moneta Group Investment Advisors
Missouri
$108K +$113K +446 +14,867%
SIAS
1249
Shine Investment Advisory Services
Colorado
$106K +$17.2K +68 +18%
SIC
1250
Salem Investment Counselors
North Carolina
$103K

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.