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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
CCA
401
Covey Capital Advisors
Georgia
$5.57M +$368K +1,610 +8%
RC
402
RegentAtlantic Capital
New Jersey
$5.57M -$44.4K -194 -0.9%
BMC
403
Benin Management Corp
Connecticut
$5.52M -$252K -1,100 -5%
COPPSERS
404
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.51M +$456K +1,995 +10%
CAM
405
Carret Asset Management
New York
$5.47M +$65.9K +288 +1%
FMII
406
Farmers & Merchants Investments Inc
Nebraska
$5.38M +$459K +2,009 +10%
NCM
407
Novare Capital Management
North Carolina
$5.32M -$54K -236 -1%
PCM
408
Palouse Capital Management
Washington
$5.29M -$116K -506 -2%
NLGIA
409
Nippon Life Global Investors Americas
New York
$5.25M
PA
410
Pinnacle Associates
New York
$5.24M -$66.1K -289 -1%
MAM
411
Morse Asset Management
Connecticut
$5.18M +$256K +1,120 +6%
CIA
412
Covington Investment Advisors
Pennsylvania
$5.14M +$96K +420 +2%
WCA
413
Westover Capital Advisors
Delaware
$5.11M +$50.3K +220 +1%
AIM
414
Anchor Investment Management
South Carolina
$5.08M +$226K +987 +5%
WIA
415
Wealthstreet Investment Advisors
Texas
$5.05M +$4.63M +20,229 New
SCA
416
Stonebridge Capital Advisors
Minnesota
$5.04M -$89.9K -393 -2%
MMG
417
Monetary Management Group
Missouri
$5.04M -$11.4K -50 -0.2%
RIM
418
Reliant Investment Management
Tennessee
$5.03M +$30.9K +135 +0.7%
PAI
419
Pittenger & Anderson Inc
Nebraska
$5.03M +$60.6K +265 +1%
VMPIC
420
Varma Mutual Pension Insurance Co
Finland
$4.99M +$4.57M +20,000 New
ECM
421
Evergreen Capital Management
Washington
$4.97M +$232K +1,013 +5%
AIC
422
Argus Investors Counsel
New York
$4.96M -$175K -767 -4%
MA
423
Montag & Associates
Georgia
$4.9M +$1.63M +7,116 +57%
TNB
424
Thomasville National Bank
Georgia
$4.78M -$76.4K -334 -2%
SGCA
425
Steel Grove Capital Advisors
Tennessee
$4.75M -$19.4K -85 -0.4%

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.