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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
RW
451
Rand Wealth
Maryland
$4.35M -$126K -550 -3%
WBC
452
Westpac Banking Corp
Australia
$4.3M
MMM
453
Mendel Money Management
Illinois
$4.26M +$3.9M +17,070 New
CIG
454
Consolidated Investment Group
Colorado
$4.23M
PI
455
Parkside Investments
Illinois
$4.22M +$360K +1,575 +10%
CIC
456
Chase Investment Counsel
Virginia
$4.21M -$242K -1,060 -6%
1832 Asset Management
457
1832 Asset Management
Ontario, Canada
$4.18M -$681K -2,977 -15%
SC
458
Slow Capital
California
$4.17M +$3.82M +16,686 New
DY
459
Dowling & Yahnke
California
$4.16M -$6.86K -30 -0.2%
WTFG
460
Wells Trecaso Financial Group
Ohio
$4.16M +$3.81M +16,655 New
FA
461
FDx Advisors
Illinois
$4.09M +$606K +2,651 +19%
BHIA
462
Birch Hill Investment Advisors
Massachusetts
$4.08M -$79.8K -349 -2%
PGA
463
Portland Global Advisors
Maine
$4.08M -$27.2K -119 -0.7%
CAL
464
Capital Analysts LLC
Pennsylvania
$4.08M +$118K +517 +3%
UF
465
Univest Financial
Pennsylvania
$4.04M -$33.2K -145 -0.9%
HCM
466
Hodges Capital Management
Texas
$4.03M -$129K -563 -3%
MC
467
Mathes Company
New York
$4M
NMIFOAC
468
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.99M
SFP
469
Shepherd Financial Partners
Massachusetts
$3.98M -$391K -1,709 -10%
SIM
470
Sentry Investment Management
Wisconsin
$3.98M +$1.7M +7,438 +88%
PWW
471
Pettyjohn Wood & White
Virginia
$3.97M +$713K +3,118 +24%
TH
472
Timber Hill
Connecticut
$3.94M +$2.86M +12,500 +381%
TBA
473
Train Babcock Advisors
New York
$3.93M -$294K -1,285 -8%
FTC
474
Farmers Trust Company
Ohio
$3.92M -$292K -1,276 -8%
ATIA
475
American Trust Investment Advisors
New Hampshire
$3.9M +$3.57M +15,630 New

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.