FedEx
FDX
1,179 hedge funds and large institutions have $23.6B invested in FedEx in 2020 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 439 increasing their positions, 490 reducing their positions, and 181 closing their positions.
80% more funds holding in top 10
Funds holding in top 10: 15 → 27 (+12)
1.68% more ownership
Funds ownership: 73.22% → 74.91% (+1.7%)
8% less funds holding
Funds holding: 1,275 → 1,179 (-96)
10% less repeat investments, than reductions
Existing positions increased: 439 | Existing positions reduced: 490
18% less capital invested
Capital invested by funds: $28.9B → $23.6B (-$5.3B)
34% less call options, than puts
Call options by funds: $617M | Put options by funds: $941M
47% less first-time investments, than exits
New positions opened: 96 | Existing positions closed: 181
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parnassus Investments
San Francisco,
California
|
+$276M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$202M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$137M |
| 4 |
Dodge & Cox
San Francisco,
California
|
+$131M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$129M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Primecap Management
Pasadena,
California
|
-$136M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$97.2M |
| 3 |
VH
ValueAct Holdings
San Francisco,
California
|
-$89.2M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$81.3M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$76.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCM
1351
Wealthcare Capital Management
Richmond,
Virginia
| – | -$4K | -26 | Closed |
|
|
TCWM
1352
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$4K | -25 | Closed |
|
|
CTB
1353
Country Trust Bank
Bloomington,
Illinois
| – | -$4K | -24 | Closed |
|
|
LFA
1354
Lighthouse Financial Advisors
New Market,
Maryland
| – | -$3K | -24 | Closed |
|
|
HF
1355
Halpern Financial
Ashburn,
Virginia
| – | -$3.02K | -20 | Closed |
|
|
PWP
1356
Personal Wealth Partners
Bloomington,
Minnesota
| – | -$2K | -14 | Closed |
|
|
NSB
1357
Norway Savings Bank
Portland,
Maine
| – | -$2K | -10 | Closed |
|
1358
AssetMark Inc
Concord,
California
| – | -$141 | -1 | -25% |
|
|
FWM
1359
Filbrandt Wealth Management
Middleton,
Wisconsin
| – | +$282 | +2 | New |
|
FDX Hedge Fund Activity: Q1 2020 in Review
1,179 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q1 2020, worth a combined $23.6B — down 18% from $28.9B a quarter earlier.
Sellers outnumbered buyers: 181 funds closed out of FDX and 96 opened new positions — a net loss of 85 holders — while 490 trimmed existing stakes and 439 added.
The largest buyer was Parnassus Investments, adding an estimated $276M. The largest seller was Primecap Management, cutting an estimated $136M.
- 1,179 institutional investors held FedEx (FDX) as of Q1 2020, down from 1,275 in Q4 2019.
- Funds reported $23.6B of FedEx stock for Q1 2020, down 18% quarter-over-quarter.
- 96 funds opened new FedEx positions in Q1 2020 and 181 closed out, a net change of -85 holders.
- The largest FedEx buyer in Q1 2020 was Parnassus Investments, an estimated $276M added.
- The largest FedEx seller in Q1 2020 was Primecap Management, an estimated $136M sold.
Based on aggregated 13F filings for Q1 2020.