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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
Financial Engines Advisors
426
Financial Engines Advisors
California
$3.7M -$819K -4,290 -18%
AB
427
Amalgamated Bank
New York
$3.67M -$1.55M -8,131 -30%
OMC
428
Overbrook Management Corp
New York
$3.64M -$62.1K -325 -2%
FMT
429
First Mercantile Trust
Tennessee
$3.63M +$1.56M +8,145 +78%
AC
430
Addenda Capital
Quebec, Canada
$3.6M -$156K -818 -4%
BHIA
431
Birch Hill Investment Advisors
Massachusetts
$3.58M -$1.01M -5,300 -22%
WCA
432
Westover Capital Advisors
Delaware
$3.56M -$27.3K -143 -0.8%
COPPSERS
433
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.55M +$797K +4,172 +30%
TBA
434
Train Babcock Advisors
New York
$3.49M -$428K -2,240 -11%
GIA
435
Gateway Investment Advisers
Ohio
$3.46M -$325K -1,704 -9%
UF
436
Univest Financial
Pennsylvania
$3.46M +$204K +1,070 +6%
MHI
437
Miller Howard Investments
New York
$3.45M +$265K +1,387 +9%
William Blair & Company
438
William Blair & Company
Illinois
$3.45M +$404K +2,114 +13%
AIM
439
Anchor Investment Management
South Carolina
$3.44M +$10.5K +55 +0.3%
WBC
440
Westpac Banking Corp
Australia
$3.43M +$436K +2,285 +15%
Fiera Capital (Canada)
441
Fiera Capital (Canada)
Quebec, Canada
$3.43M +$2.61M +13,639 +348%
IG
442
ING Group
Netherlands
$3.42M +$2.38M +12,453 +246%
RW
443
Rand Wealth
Maryland
$3.4M -$47.8K -250 -1%
DY
444
Dowling & Yahnke
California
$3.37M -$210K -1,100 -6%
GSBTD
445
Glenview State Bank Trust Department
Illinois
$3.35M +$4.78K +25 +0.1%
FCM
446
Forester Capital Management
Illinois
$3.34M -$600K -3,140 -16%
MCM
447
Murphy Capital Management
New Jersey
$3.33M +$616K +3,225 +23%
PWM
448
Perigon Wealth Management
California
$3.32M +$39.9K +209 +1%
CIG
449
Consolidated Investment Group
Colorado
$3.31M
HR
450
Howe & Rusling
New York
$3.3M +$3.2M +16,762 +11,722%

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.