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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
PO
1376
Private Ocean
California
$18K -$75.3K -311 -81%
FGAM
1377
Financial Gravity Asset Management
Texas
$18K +$484 +2 +2%
LA
1378
Legacy Advisors
Pennsylvania
$18K +$4.84K +20 +38%
AIS
1379
Accurate Investment Solutions
Pennsylvania
$17K -$11.4K -47 -40%
ML
1380
McAdam LLC
Pennsylvania
$17K
Barrow, Hanley, Mewhinney & Strauss
1381
Barrow, Hanley, Mewhinney & Strauss
Texas
$16K +$968 +4 +6%
VNA
1382
Valley National Advisers
Pennsylvania
$14K -$1.45K -6 -9%
APSP
1383
Asset Planning Services (Pennsylvania)
Pennsylvania
$14K
MA
1384
MCF Advisors
Kentucky
$14K
TCCM
1385
Timber Creek Capital Management
Massachusetts
$14K
TL
1386
TrueWealth LLC
Georgia
$13K
MF
1387
MHI Funds
New York
$13K +$1.45K +6 +13%
JFA
1388
JNBA Financial Advisors
Minnesota
$12K -$2.42K -10 -17%
AOWM
1389
Alpha Omega Wealth Management
Virginia
$12K
HFM
1390
Hartford Financial Management
Connecticut
$12K
PMFA
1391
Plante Moran Financial Advisors
Michigan
$12K
JWA
1392
JFS Wealth Advisors
Pennsylvania
$11K +$10.9K +45 New
OGC
1393
Oak Grove Capital
New Hampshire
$10K -$5.81K -24 -36%
FWM
1394
Focused Wealth Management
New York
$10K
WWMSC
1395
Wagner Wealth Management (South Carolina)
South Carolina
$9K +$9.44K +39 New
KC
1396
KHP Capital
Oklahoma
$8K
BBA
1397
Braun-Bostich & Associates
Pennsylvania
$7K
HI
1398
Hudock Inc
Pennsylvania
$7K
NIM
1399
NuWave Investment Management
New Jersey
$7K +$5.81K +24 +800%
DOA
1400
D'Orazio & Associates
Virginia
$6K

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.