FDX icon

FedEx
FDX

Overview Fund Activity

1,423 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, 580 increasing their positions, 490 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,423
Holders Change
+14
Holders Change %
+0.99%
% of All Funds
32.59%
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
580
Reduced
490
Closed
78
Calls
$783M
Puts
$1.2B
Net Calls
-$421M
Net Calls Change
-$317M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$497M
2
Capital International Investors
Capital International Investors
California
+$494M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$275M
4
AL
AJO LP
Pennsylvania
+$145M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$115M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$623M
2
Jennison Associates
Jennison Associates
New York
-$587M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$260M
4
Ameriprise
Ameriprise
Minnesota
-$259M
5
HCM
Highfields Capital Management
Massachusetts
-$248M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
1326
BDO Wealth Advisors
Florida
$54K – – –
BWP
1327
Baldwin Wealth Partners
Massachusetts
$54K +$20.5K +86 +61%
TC
1328
Trust Company
Kansas
$53K -$12K -50 -19%
EFSCE
1329
Enterprise Financial Services Corp (EFSC)
Missouri
$53K -$4.1K -17 -7%
NSIM
1330
North Star Investment Management
Illinois
$53K – – –
NCM
1331
Nelson Capital Management
California
$53K +$2.89K +12 +6%
SCM
1332
Southport Capital Management
Tennessee
$53K +$53K +220 New
MSA
1333
Marino Stram & Associates
Massachusetts
$52K +$242 +1 +0.5%
BWL
1334
Bogart Wealth LLC
Virginia
$51K – – –
TFS
1335
TrustCore Financial Services
Tennessee
$49K -$12.9K -53 -21%
QCIG
1336
Quad-Cities Investment Group
Iowa
$49K – – –
NC
1337
NewSquare Capital
Pennsylvania
$49K +$1.2K +5 +3%
PCA
1338
Providence Capital Advisors
North Carolina
$48K – – –
CI
1339
CX Institutional
Indiana
$48K – – –
ADL
1340
Asset Dedication LLC
California
$46K -$7.23K -30 -14%
PCTC
1341
Perkins Coie Trust Company
Washington
$46K – – –
GAM
1342
Gemmer Asset Management
California
$44K -$4.33K -18 -9%
Lazard Asset Management
1343
Lazard Asset Management
New York
$43K -$4.01M -16,865 -99%
MPWT
1344
MassMutual Private Wealth & Trust
Connecticut
$42.6K -$4.58K -19 -10%
NFG
1345
Next Financial Group
Texas
$41K +$41K +170 New
ME
1346
McIlrath & Eck
Washington
$40K +$1.2K +5 +3%
WPA
1347
West Paces Advisors
Georgia
$39.7K – – –
RFA
1348
Reilly Financial Advisors
California
$39K – – –
EARNEST Partners
1349
EARNEST Partners
Georgia
$37K – – –
PWAG
1350
Polaris Wealth Advisory Group
California
$34K +$34K +140 New
52 53
54
55 56