FedEx
1,274 hedge funds and large institutions have $28.9B invested in FedEx in 2019 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 347 increasing their positions, 599 reducing their positions, and 115 closing their positions.
43% more first-time investments, than exits
New positions opened: 164 | Existing positions closed: 115
6% more capital invested
Capital invested by funds: $27.1B → $28.9B (+$1.75B)
2% more funds holding
Funds holding: 1,248 → 1,274 (+26)
1.76% more ownership
Funds ownership: 71.46% → 73.22% (+1.8%)
25% less funds holding in top 10
Funds holding in top 10: 20 → 15 (-5)
39% less call options, than puts
Call options by funds: $1.04B | Put options by funds: $1.7B
42% less repeat investments, than reductions
Existing positions increased: 347 | Existing positions reduced: 599
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$345M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$173M |
| 3 |
CCM
Causeway Capital Management
Los Angeles,
California
|
+$153M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$97.7M |
| 5 |
VH
ValueAct Holdings
San Francisco,
California
|
+$90.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Greenhaven Associates
Purchase,
New York
|
-$169M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$66.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$58.1M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$50.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$48.2M |
FDX Hedge Fund Activity: Q4 2019 in Review
1,274 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q4 2019, worth a combined $28.9B — up 6.5% from $27.1B a quarter earlier.
Buyers outnumbered sellers: 164 funds opened new FDX positions and 115 closed out — a net gain of 49 holders — while 347 added to existing stakes and 599 trimmed.
The largest buyer was Dodge & Cox, adding an estimated $345M. The largest seller was Greenhaven Associates, cutting an estimated $169M.
- 1,274 institutional investors held FedEx (FDX) as of Q4 2019, up from 1,248 in Q3 2019.
- Funds reported $28.9B of FedEx stock for Q4 2019, up 6.5% quarter-over-quarter.
- 164 funds opened new FedEx positions in Q4 2019 and 115 closed out, a net change of +49 holders.
- The largest FedEx buyer in Q4 2019 was Dodge & Cox, an estimated $345M added.
- The largest FedEx seller in Q4 2019 was Greenhaven Associates, an estimated $169M sold.
Based on aggregated 13F filings for Q4 2019.