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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
YWP
1301
YorkBridge Wealth Partners
New York
$98K -$384K -1,584 -79%
WWM
1302
Willingdon Wealth Management
North Carolina
$93K +$14.5K +60 +18%
DSC
1303
Duncker Streett & Co
Missouri
$92K +$242 +1 +0.3%
WAP
1304
Wealthcare Advisory Partners
Pennsylvania
$89K -$4.36K -18 -5%
AWM
1305
AllSquare Wealth Management
New York
$89K
RAM
1306
Riggs Asset Management
Pennsylvania
$88K
FC
1307
Ferris Capital
Massachusetts
$86K -$7.26K -30 -8%
LFA
1308
Legacy Financial Advisors
Kentucky
$86K
PCP
1309
Proficio Capital Partners
Massachusetts
$85K -$4.36K -18 -5%
SWA
1310
Sutton Wealth Advisors
Florida
$85K
Rockefeller Capital Management
1311
Rockefeller Capital Management
New York
$81K -$7.26K -30 -8%
CHC
1312
City Holding Co
West Virginia
$77K -$24.2K -100 -24%
WA
1313
WealthTrust-Arizona
Arizona
$77K
IUHSA
1314
Itau Unibanco Holding S.A.
Brazil
$71K -$137K -566 -66%
CB
1315
Community Bank
New York
$71K
RBC
1316
Roble Belko & Company
Pennsylvania
$71K
FIA
1317
FNY Investment Advisers
New York
$69K -$3.32M -13,694 -98%
CAC
1318
Certified Advisory Corp
Florida
$68K
PCM
1319
Princeton Capital Management
New Jersey
$67K
TFO
1320
Tarbox Family Office
California
$67K +$32.7K +135 +94%
CA
1321
Centerpoint Advisors
Massachusetts
$65K -$6.54K -27 -9%
SIAS
1322
Shine Investment Advisory Services
Colorado
$65K
AWM
1323
Aevitas Wealth Management
Massachusetts
$64K
TC
1324
Truvestments Capital
Florida
$64K +$64.2K +265 New
TDC
1325
Thompson Davis & Co
Virginia
$62K +$242 +1 +0.4%

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.