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1,116 hedge funds and large institutions have $37.7B invested in FedEx in 2016 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 346 increasing their positions, 423 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 71

8% more capital invested

Capital invested by funds: $34.8B → $37.7B (+$2.95B)

6% more funds holding

Funds holding: 1,0491,116 (+67)

0.52% more ownership

Funds ownership: 75.46%75.98% (+0.52%)

2% less funds holding in top 10

Funds holding in top 10: 4847 (-1)

18% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 423

25% less call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.45B

Holders
1,116
Holders Change
+67
Holders Change %
+6.39%
% of All Funds
27.9%
Holding in Top 10
47
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.08%
% of All Funds
1.18%
New
154
Increased
346
Reduced
423
Closed
71
Calls
$1.1B
Puts
$1.45B
Net Calls
-$359M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
226
JP Morgan Private Wealth Advisors
California
$12.5M +$1.46M +7,980 +14%
ONB
227
Old National Bancorp
Indiana
$12.2M +$3.49M +19,017 +41%
ZIM
228
Zacks Investment Management
Illinois
$12.1M -$2.12M -11,530 -15%
SC
229
Scotia Capital
Ontario, Canada
$12.1M +$2.99M +16,266 +33%
Massachusetts Financial Services
230
Massachusetts Financial Services
Massachusetts
$11.8M +$1.7M +9,267 +17%
GPSPJS
231
General Pension Society PZU Joint Stock
Poland
$11.8M -$1.65M -9,000 -12%
HNB
232
Huntington National Bank
Ohio
$11.8M -$288K -1,568 -2%
HIMC
233
Heritage Investors Management Corp
Maryland
$11.5M -$274K -1,495 -2%
JHIU
234
Janus Henderson Investors US
Colorado
$11.4M -$1.53M -8,347 -12%
ASRS
235
Arizona State Retirement System
Arizona
$11.3M +$55.1K +300 +0.5%
HIMCH
236
Hartford Investment Management Co (HIMCO)
Connecticut
$11M +$22.8K +124 +0.2%
MME
237
Meag Munich Ergo
Germany
$10.9M +$10.6M +57,959 New
HCMT
238
Highland Capital Management (Tennessee)
Tennessee
$10.9M -$877K -4,780 -8%
SAM
239
Sompo Asset Management
Japan
$10.8M +$10.7M +58,240 New
TRSOTSOK
240
Teachers Retirement System of the State of Kentucky
Kentucky
$10.8M +$4.44M +24,200 +72%
CS
241
Candriam SCA
Luxembourg
$10.7M -$382K -2,079 -3%
TBA
242
Tower Bridge Advisors
Pennsylvania
$10.7M -$238K -1,299 -2%
Lazard Asset Management
243
Lazard Asset Management
New York
$10.7M -$3.77M -20,562 -26%
MRCM
244
M&R Capital Management
New Jersey
$10.7M -$139K -760 -1%
EIM
245
ExxonMobil Investment Management
Texas
$10.5M -$1.06M -5,781 -9%
AAM
246
Aberdeen Asset Management
United Kingdom
$10.5M -$575K -3,133 -5%
BPB
247
Badgley, Phelps & Bell
Washington
$10.4M -$241K -1,314 -2%
CCMG
248
Clark Capital Management Group
Pennsylvania
$10.4M +$1.54M +8,410 +18%
IHL
249
Investment House LLC
California
$10.4M -$124K -675 -1%
CIBC World Market
250
CIBC World Market
Ontario, Canada
$10.4M +$290K +1,579 +3%

FDX Hedge Fund Activity: Q4 2016 in Review

1,116 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q4 2016, worth a combined $37.7B — up 8.5% from $34.8B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new FDX positions and 71 closed out — a net gain of 83 holders — while 346 added to existing stakes and 423 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $599M. The largest seller was Wellington Management Group, cutting an estimated $339M.

  • 1,116 institutional investors held FedEx (FDX) as of Q4 2016, up from 1,049 in Q3 2016.
  • Funds reported $37.7B of FedEx stock for Q4 2016, up 8.5% quarter-over-quarter.
  • 154 funds opened new FedEx positions in Q4 2016 and 71 closed out, a net change of +83 holders.
  • The largest FedEx buyer in Q4 2016 was Capital World Investors, an estimated $599M added.
  • The largest FedEx seller in Q4 2016 was Wellington Management Group, an estimated $339M sold.

Based on aggregated 13F filings for Q4 2016.