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1,331 hedge funds and large institutions have $33.2B invested in FedEx in 2019 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 568 increasing their positions, 463 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 568 | Existing positions reduced: 463

10% more capital invested

Capital invested by funds: $30.1B → $33.2B (+$3.15B)

6% more funds holding in top 10

Funds holding in top 10: 3234 (+2)

1.52% less ownership

Funds ownership: 71.78%70.27% (-1.5%)

3% less funds holding

Funds holding: 1,3771,331 (-46)

15% less call options, than puts

Call options by funds: $1.11B | Put options by funds: $1.3B

19% less first-time investments, than exits

New positions opened: 116 | Existing positions closed: 144

Holders
1,331
Holders Change
-46
Holders Change %
-3.34%
% of All Funds
28.81%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.74%
New
116
Increased
568
Reduced
463
Closed
144
Calls
$1.11B
Puts
$1.3B
Net Calls
-$194M
Net Calls Change
-$54.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$21.4M +$1.12M +6,317 +6%
Asset Management One
152
Asset Management One
Japan
$21.4M -$54.7M -309,753 -72%
AAM
153
Advisors Asset Management
Colorado
$21.4M -$696K -3,938 -3%
HNB
154
Huntington National Bank
Ohio
$21.2M +$1.59M +9,018 +8%
First Trust Advisors
155
First Trust Advisors
Illinois
$21.2M -$19.3M -109,262 -48%
RMA
156
Roffman Miller Associates
Pennsylvania
$20.9M +$1.49M +8,449 +8%
RBCM
157
Raub Brock Capital Management
California
$20.8M +$8.5M +48,077 +72%
PAMU
158
Pictet Asset Management (UK)
United Kingdom
$20.6M -$645K -3,650 -3%
Voloridge Investment Management
159
Voloridge Investment Management
Florida
$20.1M +$19.5M +110,604 New
MTC
160
McDaniel Terry & Co
Texas
$19.9M -$15.4K -87 -0.1%
BTS
161
BB&T Securities
Virginia
$19.4M +$5.25M +29,685 +38%
ACI
162
AMP Capital Investors
Australia
$19.4M -$1.3M -7,339 -6%
WB
163
WesBanco Bank
West Virginia
$19.2M +$4.36M +24,664 +30%
OCM
164
Osterweis Capital Management
California
$19M +$18.5M +104,695 New
HCM
165
Huber Capital Management
California
$18.9M -$795K -4,500 -4%
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$18.8M +$217K +1,230 +1%
SDIC
167
South Dakota Investment Council
South Dakota
$18.7M +$5.56M +31,455 +44%
Teacher Retirement System of Texas
168
Teacher Retirement System of Texas
Texas
$18.5M +$2.87M +16,212 +19%
TAM
169
Todd Asset Management
Kentucky
$18.2M -$2.56M -14,463 -13%
O
170
OppenheimerFunds
New York
$17.7M -$7.81M -44,162 -31%
Royal London Asset Management
171
Royal London Asset Management
United Kingdom
$17.4M -$1.37M -7,758 -7%
FAF
172
Fjarde Ap-fonden
Sweden
$17.4M +$3.66M +20,701 +28%
CTI
173
Community Trust & Investment
Kentucky
$17.2M -$17K -96 -0.1%
N
174
Natixis
France
$17.2M +$11.1M +62,664 +185%
GC
175
Guggenheim Capital
Illinois
$17.2M -$3.76M -21,247 -18%

FDX Hedge Fund Activity: Q1 2019 in Review

1,331 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q1 2019, worth a combined $33.2B — up 10% from $30.1B a quarter earlier.

Sellers outnumbered buyers: 144 funds closed out of FDX and 116 opened new positions — a net loss of 28 holders — while 463 trimmed existing stakes and 568 added.

The largest buyer was Dodge & Cox, adding an estimated $631M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $378M sold.

  • 1,331 institutional investors held FedEx (FDX) as of Q1 2019, down from 1,377 in Q4 2018.
  • Funds reported $33.2B of FedEx stock for Q1 2019, up 10% quarter-over-quarter.
  • 116 funds opened new FedEx positions in Q1 2019 and 144 closed out, a net change of -28 holders.
  • The largest FedEx buyer in Q1 2019 was Dodge & Cox, an estimated $631M added.
  • The largest FedEx seller in Q1 2019 was Jackson Square Partners, an estimated $378M sold.

Based on aggregated 13F filings for Q1 2019.