We are live on ! Find out more

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
ECM
1276
EII Capital Management
New York
$146K
BC
1277
Barnett & Company
Tennessee
$144K
DWM
1278
Destination Wealth Management
California
$144K +$98.8K +408 +213%
IAS
1279
IMA Advisory Services
Colorado
$142K -$1.7K -7 -1%
MGIA
1280
Moneta Group Investment Advisors
Missouri
$138K +$17.9K +74 +15%
KPCM
1281
Kings Point Capital Management
New York
$137K
TPWA
1282
TRUE Private Wealth Advisors
Oregon
$134K +$135K +558 New
MFBTD
1283
MB Financial Bank - Trust Department
Illinois
$129K -$20.6K -85 -14%
MPIA
1284
Mountain Pacific Investment Advisers
Idaho
$125K +$126K +520 New
CCM
1285
Cribstone Capital Management
Maine
$124K -$17.4K -72 -12%
VCM
1286
Versant Capital Management
Arizona
$122K -$1.21K -5 -1%
AI
1287
ArchPoint Investors
Florida
$121K
VCM
1288
Vigilant Capital Management
Maine
$120K
SFM
1289
Signet Financial Management
New Jersey
$120K +$72.4K +299 +149%
LWA
1290
Lenox Wealth Advisors
New York
$120K +$121K +500 New
KBFS
1291
Kohmann Bosshard Financial Services
Ohio
$117K -$9.93K -41 -8%
Winslow Capital Management
1292
Winslow Capital Management
Minnesota
$116K -$64.2K -265 -36%
RFM
1293
Royal Fund Management
Florida
$115K +$1.45K +6 +1%
FA
1294
Fortis Advisors
Pennsylvania
$111K -$10.4K -43 -9%
MWM
1295
Mascoma Wealth Management
New Hampshire
$110K
VAIA
1296
Virtus Alternative Investment Advisers
Connecticut
$110K +$110K +456 New
PK
1297
Pflug Koory
Nebraska
$108K
SIC
1298
Salem Investment Counselors
North Carolina
$105K
CT
1299
Clearstead Trust
Maine
$99K +$24.5K +101 +33%
MWPCG
1300
Measured Wealth Private Client Group
New Hampshire
$99K +$98.5K +407 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.