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1,377 hedge funds and large institutions have $30.1B invested in FedEx in 2018 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 480 increasing their positions, 554 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% less ownership

Funds ownership: 72.87%71.78% (-1.1%)

3% less funds holding

Funds holding: 1,4261,377 (-49)

13% less repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 554

16% less call options, than puts

Call options by funds: $744M | Put options by funds: $883M

18% less first-time investments, than exits

New positions opened: 160 | Existing positions closed: 194

35% less capital invested

Capital invested by funds: $46.3B → $30.1B (-$16.3B)

40% less funds holding in top 10

Funds holding in top 10: 5332 (-21)

Holders
1,377
Holders Change
-49
Holders Change %
-3.44%
% of All Funds
30.68%
Holding in Top 10
32
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-39.62%
% of All Funds
0.71%
New
160
Increased
480
Reduced
554
Closed
194
Calls
$744M
Puts
$883M
Net Calls
-$139M
Net Calls Change
+$282M
Name Holding Trade Value Shares
Change
Change in
Stake
MF
1326
MHI Funds
New York
$11K +$3.38K +16 +30%
GT
1327
Glenmede Trust
Pennsylvania
$10.1K -$72.5K -343 -0.5%
GTAM
1328
Global Trust Asset Management
Florida
$10K -$411K -1,944 -97%
AIM
1329
Arcadia Investment Management
Michigan
$10K -$14.8K -70 -53%
APSP
1330
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K
JFA
1331
JNBA Financial Advisors
Minnesota
$10K +$2.12K +10 +20%
CTB
1332
Country Trust Bank
Illinois
$9K -$12.6M -59,395 -100%
TCCM
1333
Timber Creek Capital Management
Massachusetts
$9K
VNA
1334
Valley National Advisers
Pennsylvania
$9K
CFN
1335
Cordasco Financial Network
Florida
$9K +$11.6K +55 New
Pacer Advisors
1336
Pacer Advisors
Pennsylvania
$8K -$2.75M -12,999 -100%
MIFH
1337
Migdal Insurance & Financial Holdings
Israel
$8K -$616K -2,913 -98%
HFM
1338
Hartford Financial Management
Connecticut
$8K
1NWS
1339
1 North Wealth Services
Maryland
$7K +$9.52K +45 New
TL
1340
TrueWealth LLC
Georgia
$6K -$3.17K -15 -27%
FWM
1341
Focused Wealth Management
New York
$6K
EWM
1342
Endurance Wealth Management
Rhode Island
$6K +$5.08K +24 +150%
CWM
1343
Cranbrook Wealth Management
Michigan
$6K +$8.46K +40 New
BBA
1344
Braun-Bostich & Associates
Pennsylvania
$5K
EWM
1345
Executive Wealth Management
Michigan
$5K +$6.13K +29 New
CFA
1346
Clarfeld Financial Advisors
New York
$5K +$6.77K +32 New
IF
1347
Ironwood Financial
Arizona
$5K +$6.77K +32 New
AssetMark Inc
1348
AssetMark Inc
California
$4K -$13.3K -63 -72%
MA
1349
MCF Advisors
Kentucky
$4K -$7.4K -35 -58%
BWM
1350
Baystate Wealth Management
Massachusetts
$4K

FDX Hedge Fund Activity: Q4 2018 in Review

1,377 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q4 2018, worth a combined $30.1B — down 35% from $46.3B a quarter earlier.

Sellers outnumbered buyers: 194 funds closed out of FDX and 160 opened new positions — a net loss of 34 holders — while 554 trimmed existing stakes and 480 added.

The largest buyer was Dodge & Cox, adding an estimated $752M. The largest seller was Bank of America, cutting an estimated $426M.

  • 1,377 institutional investors held FedEx (FDX) as of Q4 2018, down from 1,426 in Q3 2018.
  • Funds reported $30.1B of FedEx stock for Q4 2018, down 35% quarter-over-quarter.
  • 160 funds opened new FedEx positions in Q4 2018 and 194 closed out, a net change of -34 holders.
  • The largest FedEx buyer in Q4 2018 was Dodge & Cox, an estimated $752M added.
  • The largest FedEx seller in Q4 2018 was Bank of America, an estimated $426M sold.

Based on aggregated 13F filings for Q4 2018.