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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
CPA
1276
Clear Perspective Advisors
Illinois
$72K +$75.8K +300 New
KCPG
1277
Kavar Capital Partners Group
Kansas
$72K +$75.8K +300 New
RBC
1278
Roble Belko & Company
Pennsylvania
$70K +$9.61K +38 +15%
GWA
1279
Guidant Wealth Advisors
Illinois
$67K +$758 +3 +1%
CAC
1280
Certified Advisory Corp
Florida
$67K +$50.6K +200 +250%
PCM
1281
Princeton Capital Management
New Jersey
$67K +$70.3K +278 New
PG
1282
Patten Group
Tennessee
$66K
CA
1283
Centerpoint Advisors
Massachusetts
$65K
TC
1284
Trust Company
Kansas
$60K
FGC
1285
Financial Gravity Companies
Texas
$59K +$61.2K +242 +12,100%
FGAM
1286
Financial Gravity Asset Management
Texas
$59K +$61.7K +244 New
KA
1287
Kaizen Advisory
Illinois
$57K
EFSCE
1288
Enterprise Financial Services Corp (EFSC)
Missouri
$54K +$4.8K +19 +9%
NSIM
1289
North Star Investment Management
Illinois
$53K +$11.4K +45 +26%
ADL
1290
Asset Dedication LLC
California
$53K +$25.3K +100 +83%
BWL
1291
Bogart Wealth LLC
Virginia
$51K
WEC
1292
Winslow Evans & Crocker
Massachusetts
$48K
GAM
1293
Gemmer Asset Management
California
$48K
NC
1294
NewSquare Capital
Pennsylvania
$48K
PCA
1295
Providence Capital Advisors
North Carolina
$48K
SFM
1296
Signet Financial Management
New Jersey
$48K +$50.8K +201 New
EA
1297
Edge Advisors
Georgia
$47K -$18.2K -72 -27%
HFP
1298
Holistic Financial Partners
Indiana
$46K -$17.7K -70 -27%
VNA
1299
Valley National Advisers
Pennsylvania
$46K -$2.27K -9 -4%
PCTC
1300
Perkins Coie Trust Company
Washington
$46K

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.