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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
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$32.2M -$595K -2,354 -2%
CCI
152
Columbus Circle Investors
$32.1M -$9.7M -38,361 -22%
Toronto Dominion Bank
153
Toronto Dominion Bank
Ontario, Canada
$32.1M +$6.57M +25,998 +24%
PAMU
154
Pictet Asset Management (UK)
United Kingdom
$31.9M -$703K -2,780 -2%
US Bancorp
155
US Bancorp
Minnesota
$31.9M +$125K +495 +0.4%
VOYA Investment Management
156
VOYA Investment Management
Georgia
$31.8M -$573K -2,267 -2%
1SAMC
157
12th Street Asset Management Company
Tennessee
$31.7M +$443K +1,754 +1%
O
158
OppenheimerFunds
New York
$31.2M -$4.63M -18,312 -12%
ACI
159
AMP Capital Investors
Australia
$30.7M +$3.98M +15,739 +14%
CVA
160
Ceredex Value Advisors
Florida
$29.1M +$30.5M +120,625 New
WMC
161
Westwood Management Corporation
Illinois
$28M -$101K -400 -0.3%
Jane Street
162
Jane Street
New York
$27.8M +$18M +71,278 +161%
BCIM
163
British Columbia Investment Management
British Columbia, Canada
$27.7M +$360K +1,424 +1%
CCM
164
Compass Capital Management
Minnesota
$27.7M -$1.49M -5,894 -5%
AWCI
165
Alpine Woods Capital Investors
New York
$26.9M +$25.3K +100 +0.1%
MTC
166
McDaniel Terry & Co
Texas
$26.6M -$293K -1,158 -1%
SC
167
Scotia Capital
Ontario, Canada
$26.4M +$2.69M +10,645 +11%
PHAM
168
Pacific Heights Asset Management
California
$25.7M
Commonwealth Equity Services
169
Commonwealth Equity Services
Massachusetts
$25.5M +$1.54M +6,077 +6%
VIP
170
Vantage Investment Partners
Missouri
$25.4M +$26.7M +105,800 New
MIH
171
Madison Investment Holdings
Wisconsin
$25.1M +$7.78M +30,783 +42%
LPL Financial
172
LPL Financial
California
$25.1M +$6.14M +24,277 +30%
AAM
173
Advisors Asset Management
Colorado
$25.1M +$1.72M +6,798 +7%
RMA
174
Roffman Miller Associates
Pennsylvania
$25M +$324K +1,280 +1%
FDCDDQ
175
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.2M +$2.54M +10,048 +11%

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.