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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
RFA
1351
Reilly Financial Advisors
California
$39K
EARNEST Partners
1352
EARNEST Partners
Georgia
$37K
PWAG
1353
Polaris Wealth Advisory Group
California
$34K +$33.9K +140 New
BWA
1354
Burt Wealth Advisors
Maryland
$33K
AIM
1355
Arcadia Investment Management
Michigan
$32K
TC
1356
Trilogy Capital
California
$31K
RA
1357
Rational Advisors
New York
$31K +$5.81K +24 +23%
SHJ
1358
Sharkey, Howes & Javer
Colorado
$30K
AWMS
1359
Advocacy Wealth Management Services
Georgia
$29K
CFD
1360
Creative Financial Designs
Indiana
$28K
WF
1361
WealthTrust Fairport
Ohio
$28K
SCM
1362
Silvant Capital Management
Georgia
$28K +$13.3K +55 +90%
WA
1363
WP Advisors
California
$25K -$43.8K -181 -64%
TG
1364
TLP Group
Illinois
$25K -$14.3K -59 -36%
FQ
1365
First Quadrant
California
$25K
PS
1366
Portfolio Strategies
New York
$25K
TFA
1367
Toth Financial Advisory
Virginia
$25K
BAM
1368
Barrett Asset Management
New York
$24K
CMBA
1369
C.M. Bidwell & Associates
Hawaii
$24K
IP
1370
Isthmus Partners
Wisconsin
$24K
PG
1371
Patten Group
Tennessee
$23K
FMB
1372
Field & Main Bank
Kentucky
$21K -$4.12K -17 -16%
AssetMark Inc
1373
AssetMark Inc
California
$21K +$2.66K +11 +14%
CA
1374
Crewe Advisors
Utah
$20K
AWM
1375
Avondale Wealth Management
Texas
$19K

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.