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1,248 hedge funds and large institutions have $27.1B invested in FedEx in 2019 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 493 increasing their positions, 492 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 493 | Existing positions reduced: 492

0.98% less ownership

Funds ownership: 72.45%71.46% (-0.98%)

3% less funds holding

Funds holding: 1,2891,248 (-41)

12% less capital invested

Capital invested by funds: $30.9B → $27.1B (-$3.81B)

23% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 132

29% less funds holding in top 10

Funds holding in top 10: 2820 (-8)

36% less call options, than puts

Call options by funds: $953M | Put options by funds: $1.5B

Holders
1,248
Holders Change
-41
Holders Change %
-3.18%
% of All Funds
27.37%
Holding in Top 10
20
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-28.57%
% of All Funds
0.44%
New
102
Increased
493
Reduced
492
Closed
132
Calls
$953M
Puts
$1.5B
Net Calls
-$546M
Net Calls Change
-$657M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$3.46B +$188M +1,166,181 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.91B +$39.6M +245,733 +1%
BlackRock
3
BlackRock
New York
$2.44B +$96.4M +598,189 +4%
Primecap Management
4
Primecap Management
California
$2.15B -$31.4M -194,778 -1%
State Street
5
State Street
Massachusetts
$1.45B -$14.6M -90,416 -0.9%
Parnassus Investments
6
Parnassus Investments
California
$597M +$96.6M +599,344 +17%
Artisan Partners
7
Artisan Partners
Wisconsin
$570M +$151M +937,169 +31%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$461M -$3.71M -23,019 -0.7%
Gates Foundation Trust
9
Gates Foundation Trust
Washington
$440M
Fidelity Investments
10
Fidelity Investments
Massachusetts
$434M +$212M +1,315,178 +79%
Northern Trust
11
Northern Trust
Illinois
$405M -$19.7M -122,110 -4%
SAM
12
Southeastern Asset Management
Tennessee
$370M -$10.1M -62,660 -2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$358M +$6.28M +38,944 +2%
Canada Pension Plan Investment Board
14
Canada Pension Plan Investment Board
Ontario, Canada
$343M -$204M -1,266,297 -35%
LSV Asset Management
15
LSV Asset Management
Illinois
$332M -$20.9M -129,836 -5%
Norges Bank
16
Norges Bank
Norway
$290M
Bank of America
17
Bank of America
North Carolina
$248M -$4.44M -27,556 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$241M -$285K -1,767 -0.1%
Legal & General Group
19
Legal & General Group
United Kingdom
$230M +$608K +3,771 +0.2%
Charles Schwab
20
Charles Schwab
California
$220M +$8.22M +50,953 +3%
Morgan Stanley
21
Morgan Stanley
New York
$214M -$89.8M -557,018 -27%
Harris Associates
22
Harris Associates
Illinois
$189M -$1.52M -9,427 -0.7%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$185M -$84.9M -526,408 -29%
Goldman Sachs
24
Goldman Sachs
New York
$169M -$3.11M -19,258 -2%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$165M +$78.8M +488,428 +76%

FDX Hedge Fund Activity: Q3 2019 in Review

1,248 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q3 2019, worth a combined $27.1B — down 12% from $30.9B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of FDX and 102 opened new positions — a net loss of 30 holders — while 492 trimmed existing stakes and 493 added.

The largest buyer was Fidelity Investments, adding an estimated $212M. The largest seller was Greenhaven Associates, cutting an estimated $257M.

  • 1,248 institutional investors held FedEx (FDX) as of Q3 2019, down from 1,289 in Q2 2019.
  • Funds reported $27.1B of FedEx stock for Q3 2019, down 12% quarter-over-quarter.
  • 102 funds opened new FedEx positions in Q3 2019 and 132 closed out, a net change of -30 holders.
  • The largest FedEx buyer in Q3 2019 was Fidelity Investments, an estimated $212M added.
  • The largest FedEx seller in Q3 2019 was Greenhaven Associates, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2019.