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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
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$24M +$480K +1,900 +2%
Victory Capital Management
177
Victory Capital Management
Texas
$23.5M +$8.29M +32,777 +50%
BMO
178
Beck Mack & Oliver
New York
$23.4M -$503K -1,991 -2%
SW
179
SVB Wealth
Massachusetts
$23.3M -$462K -1,827 -2%
CTI
180
Community Trust & Investment
Kentucky
$23.2M +$166K +658 +0.7%
ZIM
181
Zacks Investment Management
Illinois
$23M +$7.66M +30,282 +46%
WRF
182
Waddell & Reed Financial
Kansas
$22.8M +$8.85M +35,000 +58%
HCM
183
Huber Capital Management
California
$22.6M -$1.67M -6,600 -7%
TAM
184
Todd Asset Management
Kentucky
$21.5M -$1.54M -6,080 -6%
SAM
185
Sawgrass Asset Management
Florida
$21.4M -$913K -3,610 -4%
CS
186
Candriam SCA
Luxembourg
$21.3M -$762K -3,013 -3%
Parnassus Investments
187
Parnassus Investments
California
$20.4M -$10.1M -40,000 -32%
BIM
188
Bridges Investment Management
Nebraska
$20.4M +$7.91M +31,280 +58%
SIA
189
Sit Investment Associates
Minnesota
$20.2M -$4.57M -18,095 -18%
GT
190
Glenmede Trust
Pennsylvania
$20.2M
TRSOTSOK
191
Teachers Retirement System of the State of Kentucky
Kentucky
$20.2M -$935K -3,700 -4%
ERSOT
192
Employees Retirement System of Texas
Texas
$20.1M -$2.1M -8,300 -9%
TD Asset Management
193
TD Asset Management
Ontario, Canada
$19.9M +$535K +2,116 +3%
WCA
194
Waratah Capital Advisors
Ontario, Canada
$19.9M +$21M +82,975 New
OPERF
195
Oregon Public Employees Retirement Fund
Oregon
$19.9M +$111K +438 +0.5%
WB
196
WesBanco Bank
West Virginia
$19.7M +$9.56M +37,795 +85%
JMPWA
197
JP Morgan Private Wealth Advisors
California
$19.6M +$929K +3,674 +5%
CC
198
Cornerstone Capital
California
$19.4M +$483K +1,909 +2%
GIBU
199
Gulf International Bank (UK)
United Kingdom
$19.1M -$240K -950 -1%
GD
200
Grandfield & Dodd
New York
$18.7M -$458K -1,810 -2%

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.