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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
EWM
1401
Edge Wealth Management
New York
$6K
LYV
1402
Live Your Vision
Pennsylvania
$6K
PCM
1403
Prelude Capital Management
New York
$6K +$5.81K +24 New
OAJ
1404
Ogorek Anthony Joseph
New York
$6K +$6.05K +25 New
IFAM
1405
Institutional & Family Asset Management
Colorado
$5K
NWM
1406
Northwest Wealth Management
Iowa
$5K
SA
1407
SRH Advisors
Kansas
$5K
LWA
1408
Lowe Wealth Advisors
Maryland
$5K +$4.6K +19 New
AC
1409
Avestar Capital
New York
$4K
BWM
1410
Baystate Wealth Management
Massachusetts
$4K
EWM
1411
Endurance Wealth Management
Rhode Island
$4K
BCM
1412
Brasada Capital Management
Texas
$4K +$3.87K +16 New
WOC
1413
West Oak Capital
California
$3.37K
WAM
1414
Watermark Asset Management
California
$3K
SIS
1415
Sound Income Strategies
Florida
$3K +$2.66K +11 +1,100%
IGGA
1416
Iron Gate Global Advisors
Utah
$3K +$2.9K +12 New
ST
1417
Somerset Trust
Pennsylvania
$3K +$2.9K +12 New
HCM
1418
Hilton Capital Management
New York
$2K
NSB
1419
Norway Savings Bank
Maine
$2K
PFGIA
1420
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.7K +7 New
HWA
1421
Heritage Wealth Advisors
Virginia
$2K +$2.42K +10 New
IDBONY
1422
Israel Discount Bank of New York
New York
$2K +$2.42K +10 New
PCFFS
1423
Pacific Center for Financial Services
California
$1K
VRM
1424
Vectors Research Management
New York
$1K +$1.21K +5 New
WKWM
1425
Walter & Keenan Wealth Management
Indiana
$560 +$563K +2,325 New

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.