We are live on ! Find out more

1,154 hedge funds and large institutions have $40.3B invested in FedEx in 2017 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 411 increasing their positions, 446 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 63

7% more capital invested

Capital invested by funds: $37.7B → $40.3B (+$2.55B)

3% more funds holding

Funds holding: 1,1161,154 (+38)

1.18% more ownership

Funds ownership: 75.98%77.16% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 4747 (0)

8% less repeat investments, than reductions

Existing positions increased: 411 | Existing positions reduced: 446

9% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $1.43B

Holders
1,154
Holders Change
+38
Holders Change %
+3.41%
% of All Funds
28.73%
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.17%
New
113
Increased
411
Reduced
446
Closed
63
Calls
$1.3B
Puts
$1.43B
Net Calls
-$134M
Net Calls Change
+$225M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
401
Olstein Capital Management
New York
$4.14M +$1.95M +10,200 +93%
MC
402
Martin & Co
Tennessee
$4.12M +$35.1K +184 +0.9%
CAM
403
Carret Asset Management
New York
$4.11M
NLGIA
404
Nippon Life Global Investors Americas
New York
$4.1M
B
405
BP
United Kingdom
$4.1M -$1.91M -10,000 -32%
Brown Advisory
406
Brown Advisory
Maryland
$4.07M -$907K -4,748 -19%
UAM
407
UAS Asset Management
New York
$4.06M +$3.98M +20,825 New
SMDAM
408
Sumitomo Mitsui DS Asset Management
Japan
$4.05M +$334K +1,751 +9%
SCA
409
Stonebridge Capital Advisors
Minnesota
$4.04M +$177K +926 +5%
RIM
410
Reliant Investment Management
Tennessee
$4.03M -$74.5K -390 -2%
CIA
411
Covington Investment Advisors
Pennsylvania
$4.01M +$25.8K +135 +0.7%
SGCA
412
Steel Grove Capital Advisors
Tennessee
$3.99M +$662K +3,466 +20%
VIA
413
Vantis Investment Advisers
Florida
$3.96M +$3.88M +20,300 New
GLRA
414
Gerald L. Ray & Associates
Texas
$3.95M +$146K +765 +4%
FCBT
415
First Citizens Bank & Trust
North Carolina
$3.92M +$2.72M +14,266 +245%
BCM
416
Birmingham Capital Management
Alabama
$3.89M -$17.2K -90 -0.4%
TNB
417
Thomasville National Bank
Georgia
$3.89M +$3.81M +19,922 New
TCM
418
Tradition Capital Management
New Jersey
$3.86M -$1.46M -7,620 -28%
AG
419
Advisor Group
Arizona
$3.85M +$40.7K +213 +1%
PFM
420
Parsec Financial Management
North Carolina
$3.85M +$877K +4,593 +30%
Fidelity International
421
Fidelity International
Bermuda
$3.8M -$347K -1,818 -9%
UCFA
422
United Capital Financial Advisors
Texas
$3.79M -$212K -1,111 -5%
SSA
423
Schonfeld Strategic Advisors
New York
$3.78M +$3.7M +19,353 New
WSFS
424
Wilmington Savings Fund Society
Delaware
$3.76M -$2.87K -15 -0.1%
SFP
425
Shepherd Financial Partners
Massachusetts
$3.71M -$254K -1,329 -7%

FDX Hedge Fund Activity: Q1 2017 in Review

1,154 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q1 2017, worth a combined $40.3B — up 6.8% from $37.7B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new FDX positions and 63 closed out — a net gain of 50 holders — while 411 added to existing stakes and 446 trimmed.

The largest buyer was BlackRock, adding an estimated $2.69B. The largest seller was T. Rowe Price Associates, cutting an estimated $783M.

  • 1,154 institutional investors held FedEx (FDX) as of Q1 2017, up from 1,116 in Q4 2016.
  • Funds reported $40.3B of FedEx stock for Q1 2017, up 6.8% quarter-over-quarter.
  • 113 funds opened new FedEx positions in Q1 2017 and 63 closed out, a net change of +50 holders.
  • The largest FedEx buyer in Q1 2017 was BlackRock, an estimated $2.69B added.
  • The largest FedEx seller in Q1 2017 was T. Rowe Price Associates, an estimated $783M sold.

Based on aggregated 13F filings for Q1 2017.