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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
PS
1326
Portfolio Strategies
New York
$25K
TFA
1327
Toth Financial Advisory
Virginia
$25K
IP
1328
Isthmus Partners
Wisconsin
$24K -$7.08K -28 -22%
BAM
1329
Barrett Asset Management
New York
$24K
CMBA
1330
C.M. Bidwell & Associates
Hawaii
$24K
JAM
1331
Jolley Asset Management
North Carolina
$24K +$25.3K +100 New
PFA
1332
Pathway Financial Advisors
Vermont
$24K +$25.3K +100 New
WDL
1333
Well Done LLC
Michigan
$24K +$25.3K +100 New
AssetMark Inc
1334
AssetMark Inc
California
$22K -$34.9K -138 -61%
SP
1335
SWS Partners
Ohio
$22K -$11.6K -46 -33%
GFP
1336
Gryphon Financial Partners
Ohio
$22K -$1.52K -6 -6%
WAP
1337
Wealthcare Advisory Partners
Pennsylvania
$20K
AWMS
1338
Advocacy Wealth Management Services
Georgia
$19K -$4.3K -17 -17%
OGC
1339
Oak Grove Capital
New Hampshire
$19K +$20K +79 New
AWM
1340
Avondale Wealth Management
Texas
$18K
CIM
1341
Contravisory Investment Management
Massachusetts
$18K +$19K +75 New
FMB
1342
Field & Main Bank
Kentucky
$17K -$12.6K -50 -41%
RIA
1343
RPG Investment Advisory
California
$17K
ML
1344
McAdam LLC
Pennsylvania
$17K +$17.7K +70 New
Barrow, Hanley, Mewhinney & Strauss
1345
Barrow, Hanley, Mewhinney & Strauss
Texas
$15K -$758 -3 -4%
LF
1346
Lee Financial
Texas
$15K +$15.9K +63 New
RWP
1347
RWA Wealth Partners
Massachusetts
$15K +$16.2K +64 New
TCCM
1348
Timber Creek Capital Management
Massachusetts
$14K -$10.1K -40 -40%
APSP
1349
Asset Planning Services (Pennsylvania)
Pennsylvania
$14K
MA
1350
MCF Advisors
Kentucky
$14K +$8.85K +35 +140%

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.