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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
ACI
151
AMP Capital Investors
Australia
$29.8M -$1.59M -6,569 -5%
CCI
152
Columbus Circle Investors
$29.4M -$2.12M -8,737 -7%
AAM
153
Advisors Asset Management
Colorado
$29.4M +$1.97M +8,154 +7%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$29.2M -$860K -3,550 -3%
SIC
155
Schwartz Investment Counsel
Michigan
$29.1M +$24.5M +101,000 +505%
GAM
156
Gotham Asset Management
New York
$28.8M -$23.2M -95,780 -44%
CCM
157
Compass Capital Management
Minnesota
$28.6M +$984K +4,066 +4%
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.6M +$1.07M +4,426 +4%
Balyasny Asset Management
159
Balyasny Asset Management
Illinois
$28.4M +$22.2M +91,528 +348%
WMC
160
Westwood Management Corporation
Illinois
$27.8M -$291K -1,200 -1%
AGA
161
Altrinsic Global Advisors
Connecticut
$27.6M -$7.46M -30,821 -21%
Commonwealth Equity Services
162
Commonwealth Equity Services
Massachusetts
$26.6M +$327K +1,351 +1%
MTC
163
McDaniel Terry & Co
Texas
$26.5M -$182K -750 -0.7%
Bank of Nova Scotia
164
Bank of Nova Scotia
Ontario, Canada
$26.2M +$16.9M +69,701 +179%
CCMG
165
Clark Capital Management Group
Pennsylvania
$26.1M +$12.2M +50,265 +86%
RMA
166
Roffman Miller Associates
Pennsylvania
$25.7M +$271K +1,121 +1%
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$25.6M +$1.88M +7,755 +8%
PHAM
168
Pacific Heights Asset Management
California
$25.3M
SC
169
Scotia Capital
Ontario, Canada
$24.5M -$2.14M -8,820 -8%
ESCM
170
Echo Street Capital Management
New York
$24.5M -$1.02M -4,205 -4%
Royal London Asset Management
171
Royal London Asset Management
United Kingdom
$23.9M -$748K -3,088 -3%
CTI
172
Community Trust & Investment
Kentucky
$23.7M -$147K -606 -0.6%
ZIM
173
Zacks Investment Management
Illinois
$23.4M +$345K +1,423 +1%
LPL Financial
174
LPL Financial
California
$23.3M +$938K +3,873 +4%
BIM
175
Bridges Investment Management
Nebraska
$22.8M +$1.65M +6,809 +8%

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.