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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
BO
1451
Bach Option
Hong Kong
-$405K -1,623 Closed
BAS
1452
Brown Advisory Securities
Maryland
-$374K -1,505 Closed
SPM
1453
Symmetry Peak Management
Pennsylvania
-$374K -1,500 Closed
GCC
1454
Game Creek Capital
Massachusetts
-$324K -1,300 Closed
LGWM
1455
Litman Gregory Wealth Management
California
-$324 -1,300 Closed
FMWA
1456
Forvis Mazars Wealth Advisors
Missouri
-$319K -1,278 Closed
NFA
1457
Nuveen Fund Advisors
Illinois
-$291K -1,165 Closed
CAN
1458
Claraphi Advisory Network
United States
-$231K -925 Closed
CCIA
1459
Campbell & Co Investment Adviser
Maryland
-$228K -913 Closed
RWM
1460
Ritholtz Wealth Management
New York
-$226K -905 Closed
MFW
1461
Meristem Family Wealth
Minnesota
-$225K -901 Closed
RIG
1462
Renaissance Investment Group
Massachusetts
-$220K -880 Closed
BL
1463
BFSG LLC
California
-$213K -855 Closed
SWM
1464
Segment Wealth Management
Texas
-$208K -833 Closed
KFA
1465
Kays Financial Advisory
Georgia
-$206K -826 Closed
PMG
1466
ProVise Management Group
Florida
-$206K -824 Closed
MCM
1467
Maple Capital Management
Vermont
-$205K -823 Closed
BAM
1468
Boyar Asset Management
New York
-$202K -811 Closed
NCM
1469
Noesis Capital Mangement
Florida
-$202K -808 Closed
GBT
1470
Grove Bank & Trust
Florida
-$179K -717 Closed
MCM
1471
Mobius Capital Management
California
-$101K -404 Closed
BL
1472
Balentine LLC
Georgia
-$96K -385 Closed
GRQ
1473
Gardner Russo & Quinn
Pennsylvania
-$92K -370 Closed
MUS
1474
Mitsubishi UFJ Securities
Japan
-$82K -330 Closed
KJWM
1475
Kiley Juergens Wealth Management
Washington
-$62K -250 Closed

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.