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
RIM
401
Reliant Investment Management
Tennessee
$3.92M -$3.93M -21,436 -50%
NLGIA
402
Nippon Life Global Investors Americas
New York
$3.92M +$3.86M +21,030 New
MC
403
Martin & Co
Tennessee
$3.9M -$86.3K -470 -2%
UCFA
404
United Capital Financial Advisors
Texas
$3.83M +$2.34M +12,731 +163%
SFP
405
Shepherd Financial Partners
Massachusetts
$3.81M +$3.73M +20,322 New
CIA
406
Covington Investment Advisors
Pennsylvania
$3.8M +$32.1K +175 +0.9%
FCM
407
Forester Capital Management
Illinois
$3.77M +$2.29M +12,484 +161%
TBA
408
Train Babcock Advisors
New York
$3.75M -$54.1K -295 -1%
BCM
409
Birmingham Capital Management
Alabama
$3.73M -$65.9K -359 -2%
Bank of Nova Scotia
410
Bank of Nova Scotia
Ontario, Canada
$3.69M +$2.69M +14,660 +286%
SCA
411
Stonebridge Capital Advisors
Minnesota
$3.68M -$189K -1,030 -5%
CSS
412
Cubist Systematic Strategies
Connecticut
$3.65M +$1.9M +10,362 +112%
AAF
413
Andra AP-fonden
Sweden
$3.65M +$1.6M +8,700 +80%
AG
414
Advisor Group
Arizona
$3.64M +$805K +4,384 +29%
GLRA
415
Gerald L. Ray & Associates
Texas
$3.63M -$16.5K -90 -0.5%
GIA
416
Gateway Investment Advisers
Ohio
$3.62M -$304K -1,655 -8%
WSFS
417
Wilmington Savings Fund Society
Delaware
$3.59M -$343K -1,870 -9%
AC
418
Addenda Capital
Quebec, Canada
$3.58M -$23.7K -129 -0.7%
SMDAM
419
Sumitomo Mitsui DS Asset Management
Japan
$3.54M -$153K -835 -4%
OMC
420
Overbrook Management Corp
New York
$3.53M
FMII
421
Farmers & Merchants Investments Inc
Nebraska
$3.43M +$242K +1,318 +8%
WCA
422
Westover Capital Advisors
Delaware
$3.43M -$128K -695 -4%
DY
423
Dowling & Yahnke
California
$3.42M +$67.4K +367 +2%
LMGAM
424
Liberty Mutual Group Asset Management
Massachusetts
$3.39M +$137K +745 +4%
UFF
425
USA Financial Formulas
Michigan
$3.36M +$3.31M +18,034 New

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.