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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
FCAG
1351
First Capital Advisors Group
New Jersey
$14K +$14.9K +59 New
AWM
1352
Aevitas Wealth Management
Massachusetts
$13K
LA
1353
Legacy Advisors
Pennsylvania
$13K
CG
1354
Cutler Group
California
$12K -$240K -950 -95%
AOWM
1355
Alpha Omega Wealth Management
Virginia
$12K
HFM
1356
Hartford Financial Management
Connecticut
$12K
BA
1357
Ballew Advisors
Mississippi
$12K +$12.6K +50 New
VCM
1358
Virtue Capital Management
Tennessee
$11K +$9.86K +39 +780%
FEG
1359
Financial Enhancement Group
Indiana
$11K +$11.4K +45 New
FWM
1360
Focused Wealth Management
New York
$10K
AWM
1361
Avior Wealth Management
Nebraska
$8K +$7.84K +31 +1,550%
KC
1362
KHP Capital
Oklahoma
$8K +$8.09K +32 New
PWAG
1363
Polaris Wealth Advisory Group
California
$8K +$8.85K +35 New
Nomura Holdings
1364
Nomura Holdings
Japan
$7.91K -$19.5M -77,252 -70%
BBA
1365
Braun-Bostich & Associates
Pennsylvania
$7K
PCM
1366
Poehling Capital Management
Wisconsin
$7K
DOA
1367
D'Orazio & Associates
Virginia
$6K
EWM
1368
Edge Wealth Management
New York
$6K
LYV
1369
Live Your Vision
Pennsylvania
$6K
MIFH
1370
Migdal Insurance & Financial Holdings
Israel
$6K +$6.07K +24 New
WC
1371
Whitnell & Co
Illinois
$6K +$6.32K +25 New
CIA
1372
Covington Investment Advisors
Pennsylvania
$5K +$54.4K +215 +1%
BWM
1373
Baystate Wealth Management
Massachusetts
$5K -$12.1K -48 -71%
PCIA
1374
Prime Capital Investment Advisors
Kansas
$5K
SA
1375
SRH Advisors
Kansas
$5K

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.