We are live on ! Find out more

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
Westfield Capital Management
351
Westfield Capital Management
Massachusetts
$5.2M +$5.12M +27,920 New
CCM
352
Catawba Capital Management
Virginia
$5.17M -$2.39K -13 -0%
Daiwa Securities Group
353
Daiwa Securities Group
Japan
$5.13M -$4.24M -23,126 -46%
TCM
354
Tradition Capital Management
New Jersey
$5.1M -$99.1K -540 -2%
CIBC Asset Management
355
CIBC Asset Management
Ontario, Canada
$5.07M -$14.6M -79,564 -75%
HCM
356
Horrell Capital Management
Arkansas
$5.06M +$31.2K +170 +0.6%
CAM
357
Capstone Asset Management
Texas
$5.02M +$354K +1,931 +8%
AB
358
Amalgamated Bank
New York
$5.02M +$865K +4,715 +21%
JGC
359
J. Goldman & Co
New York
$4.97M -$14.3M -77,900 -74%
MA
360
MUFG Americas
New York
$4.95M -$146K -795 -3%
HIS
361
Horizon Investment Services
Indiana
$4.93M +$4.86M +26,506 New
AIC
362
Argus Investors Counsel
New York
$4.88M -$188K -1,025 -4%
NMERB
363
New Mexico Educational Retirement Board
New Mexico
$4.87M +$165K +900 +4%
FNFDCM
364
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.85M
BMC
365
Benin Management Corp
Connecticut
$4.81M -$202K -1,100 -4%
SI
366
Stephens Inc
Arkansas
$4.81M -$67K -365 -1%
KLI
367
Kelman-Lazarov Inc
Tennessee
$4.77M -$563K -3,070 -11%
Brown Advisory
368
Brown Advisory
Maryland
$4.76M +$735K +4,006 +19%
OPERF
369
Oregon Public Employees Retirement Fund
Oregon
$4.75M -$153K -834 -3%
DnB Asset Management
370
DnB Asset Management
Norway
$4.68M -$18.4K -100 -0.4%
CLOS
371
Compagnie Lombard Odier SCmA
Switzerland
$4.67M -$9.18K -50 -0.2%
CF
372
CNA Financial
Illinois
$4.67M -$349K -1,900 -7%
DILIC
373
Dai-ichi Life Insurance Company
Japan
$4.66M +$4.6M +25,045 New
IRF
374
IBM Retirement Fund
New York
$4.62M +$7.52K +41 +0.2%
CW
375
Cobiz Wealth
Colorado
$4.59M +$66.3K +361 +1%

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.