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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
CHC
1251
City Holding Co
West Virginia
$101K
ME
1252
McIlrath & Eck
Washington
$101K +$21.7K +86 +26%
GRP
1253
Global Retirement Partners
California
$98K -$36.4K -144 -26%
WCM
1254
Whitener Capital Management
North Carolina
$98K
FC
1255
Ferris Capital
Massachusetts
$97K +$102K +404 New
OFS
1256
Orrstown Financial Services
Pennsylvania
$96K
PCM
1257
Penserra Capital Management
California
$95K +$100K +396 New
CB
1258
Community Bank
New York
$94K
DSC
1259
Duncker Streett & Co
Missouri
$92K +$253 +1 +0.3%
PO
1260
Private Ocean
California
$92K +$87.2K +345 +841%
BWA
1261
BDO Wealth Advisors
Florida
$90K +$37.9K +150 +67%
AWM
1262
AllSquare Wealth Management
New York
$89K
RAM
1263
Riggs Asset Management
Pennsylvania
$89K
PCP
1264
Proficio Capital Partners
Massachusetts
$88K +$1.01K +4 +1%
WA
1265
WealthTrust-Arizona
Arizona
$87K
SWA
1266
Sutton Wealth Advisors
Florida
$84.8K +$25.3K +100 +40%
LFA
1267
Legacy Financial Advisors
Kentucky
$82K +$3.79K +15 +5%
GBBWRPM
1268
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$80K
AF
1269
Allworth Financial
California
$78K -$253 -1 -0.3%
TDC
1270
Thompson Davis & Co
Virginia
$78K +$17.9K +71 +28%
WWM
1271
Willingdon Wealth Management
North Carolina
$75K -$4.3K -17 -5%
RA
1272
Rational Advisors
New York
$74K -$523K -2,070 -87%
NCM
1273
Nelson Capital Management
California
$74K
JA
1274
JOYN Advisors
Georgia
$73K +$76.6K +303 New
ARMT
1275
Amica Retiree Medical Trust
Rhode Island
$72K -$79.6K -315 -51%

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.