We are live on ! Find out more

1,378 hedge funds and large institutions have $50B invested in FedEx in 2017 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 490 increasing their positions, 437 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 53

38% more funds holding in top 10

Funds holding in top 10: 6387 (+24)

12% more funds holding

Funds holding: 1,2261,378 (+152)

12% more repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 437

8% more capital invested

Capital invested by funds: $46.2B → $50B (+$3.83B)

1.53% less ownership

Funds ownership: 76.35%74.82% (-1.5%)

48% less call options, than puts

Call options by funds: $652M | Put options by funds: $1.25B

Holders
1,378
Holders Change
+152
Holders Change %
+12.4%
% of All Funds
31.25%
Holding in Top 10
87
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+38.1%
% of All Funds
1.97%
New
215
Increased
490
Reduced
437
Closed
53
Calls
$652M
Puts
$1.25B
Net Calls
-$600M
Net Calls Change
-$417M
Name Holding Trade Value Shares
Change
Change in
Stake
DBT
301
Dubuque Bank & Trust
Iowa
$9.67M -$105K -459 -1%
FVCM
302
F&V Capital Management
Florida
$9.63M -$196K -855 -2%
UAM
303
UAS Asset Management
New York
$9.59M +$2.51M +10,955 +40%
MLL
304
Moody Lynn & Lieberson
Massachusetts
$9.57M +$247K +1,079 +3%
LTFS
305
Ladenburg Thalmann Financial Services
Florida
$9.51M +$225K +985 +3%
VCA
306
Verdence Capital Advisors
Maryland
$9.5M +$8.7M +38,055 New
MCC
307
Malaga Cove Capital
California
$9.47M -$75.7K -331 -0.9%
AAC
308
Asset Advisors Corp
Georgia
$9.28M +$176K +770 +2%
BGIM
309
Brandywine Global Investment Management
Pennsylvania
$9.22M +$273K +1,194 +3%
ESCM
310
Echo Street Capital Management
New York
$9.12M +$46K +201 +0.6%
OA
311
Outfitter Advisors
Virginia
$8.81M -$33.2K -145 -0.4%
PGFC
312
Peapack-Gladstone Financial Corp
New Jersey
$8.76M +$115K +502 +1%
GG
313
Greenwood Gearhart
Arkansas
$8.74M +$376K +1,645 +5%
DekaBank Deutsche Girozentrale
314
DekaBank Deutsche Girozentrale
Germany
$8.7M +$137K +600 +1%
FNBOO
315
First National Bank of Omaha
Nebraska
$8.68M -$1.01M -4,405 -11%
PL
316
Perpetual Ltd
Australia
$8.67M +$1.33M +5,800 +20%
ProShare Advisors
317
ProShare Advisors
Maryland
$8.64M -$654K -2,862 -8%
NSAM
318
North Star Asset Management
Wisconsin
$8.61M +$276K +1,209 +4%
CANC
319
Culbertson A N & Co
Virginia
$8.6M +$279K +1,221 +4%
MSA
320
Mason Street Advisors
Wisconsin
$8.57M +$23.6K +103 +0.3%
PP
321
Palladium Partners
Virginia
$8.56M +$721K +3,155 +10%
HI
322
HBK Investments
Texas
$8.54M +$7.83M +34,224 New
Natixis Advisors
323
Natixis Advisors
Massachusetts
$8.54M -$2.43M -10,625 -24%
SEC
324
Seven Eight Capital
New York
$8.43M +$7.73M +33,800 New
RSVP
325
Ramsay Stattman Vela & Price
Colorado
$8.4M -$79.1K -346 -1%

FDX Hedge Fund Activity: Q4 2017 in Review

1,378 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q4 2017, worth a combined $50B — up 8.3% from $46.2B a quarter earlier.

Buyers outnumbered sellers: 215 funds opened new FDX positions and 53 closed out — a net gain of 162 holders — while 490 added to existing stakes and 437 trimmed.

The largest buyer was Jennison Associates, adding an estimated $271M. The largest seller was Wellington Management Group, cutting an estimated $692M.

  • 1,378 institutional investors held FedEx (FDX) as of Q4 2017, up from 1,226 in Q3 2017.
  • Funds reported $50B of FedEx stock for Q4 2017, up 8.3% quarter-over-quarter.
  • 215 funds opened new FedEx positions in Q4 2017 and 53 closed out, a net change of +162 holders.
  • The largest FedEx buyer in Q4 2017 was Jennison Associates, an estimated $271M added.
  • The largest FedEx seller in Q4 2017 was Wellington Management Group, an estimated $692M sold.

Based on aggregated 13F filings for Q4 2017.