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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
LPL Financial
451
LPL Financial
California
$3.29M +$897K +4,696 +39%
NCGI
452
Next Century Growth Investors
Minnesota
$3.25M -$143K -749 -4%
PGA
453
Portland Global Advisors
Maine
$3.23M -$202K -1,055 -6%
FTC
454
Farmers Trust Company
Ohio
$3.2M -$198K -1,034 -6%
SWP
455
Stratos Wealth Partners
Ohio
$3.16M +$264K +1,384 +9%
MAM
456
Morse Asset Management
Connecticut
$3.14M +$3.07M +16,071 New
NMIFOAC
457
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.12M
DWA
458
Douglass Winthrop Advisors
New York
$3.09M +$76.4K +400 +3%
MC
459
Mathes Company
New York
$3.08M +$38.2K +200 +1%
KRS
460
Kentucky Retirement Systems
Kentucky
$3.07M -$386K -2,022 -11%
CSS
461
Cubist Systematic Strategies
Connecticut
$3.06M -$754K -3,948 -20%
WCM
462
Wunderlich Capital Managemnt
Tennessee
$3.05M -$132K -691 -4%
FWCM
463
Ferguson Wellman Capital Management
Oregon
$3.05M -$18.2M -95,393 -86%
DCM
464
Delta Capital Management
New Jersey
$3.05M -$47.8K -250 -2%
V
465
Veritable
Delaware
$3.04M +$68.8K +360 +2%
Creative Planning
466
Creative Planning
Kansas
$3.04M -$51.2K -268 -2%
N
467
Nuveen
North Carolina
$3.03M -$406K -2,126 -12%
CA
468
Cullinan Associates
Kentucky
$3.03M -$306K -1,600 -9%
SAM
469
Shell Asset Management
Netherlands
$3.02M -$256K -1,338 -8%
BIC
470
Bridges Investment Counsel
Nebraska
$2.95M -$1.25M -6,560 -30%
LSERS
471
Louisiana State Employees Retirement System
Louisiana
$2.95M -$57.3K -300 -2%
NA
472
Neuburgh Advisers
California
$2.95M +$1.99M +10,438 +224%
ECM
473
Evergreen Capital Management
Washington
$2.92M -$341K -1,783 -11%
OC
474
Oppenheimer & Co
New York
$2.92M +$590K +3,088 +26%
Jane Street
475
Jane Street
New York
$2.92M -$10.2M -53,437 -78%

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.