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1,116 hedge funds and large institutions have $37.7B invested in FedEx in 2016 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 346 increasing their positions, 423 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 71

8% more capital invested

Capital invested by funds: $34.8B → $37.7B (+$2.95B)

6% more funds holding

Funds holding: 1,0491,116 (+67)

0.52% more ownership

Funds ownership: 75.46%75.98% (+0.52%)

2% less funds holding in top 10

Funds holding in top 10: 4847 (-1)

18% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 423

25% less call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.45B

Holders
1,116
Holders Change
+67
Holders Change %
+6.39%
% of All Funds
27.9%
Holding in Top 10
47
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.08%
% of All Funds
1.18%
New
154
Increased
346
Reduced
423
Closed
71
Calls
$1.1B
Puts
$1.45B
Net Calls
-$359M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$327M -$50.1M -273,148 -13%
Norges Bank
27
Norges Bank
Norway
$320M -$28.3M -154,086 -8%
Morgan Stanley
28
Morgan Stanley
New York
$309M +$42.7M +232,676 +16%
HCM
29
Highfields Capital Management
Massachusetts
$302M +$298M +1,621,385 New
AL
30
AJO LP
Pennsylvania
$256M +$82.7M +450,881 +49%
Wells Fargo
31
Wells Fargo
California
$230M +$46.7M +254,283 +26%
Artisan Partners
32
Artisan Partners
Wisconsin
$222M +$6.26M +34,094 +3%
Legal & General Group
33
Legal & General Group
United Kingdom
$212M -$87.9K -479 -0%
Prudential Financial
34
Prudential Financial
New Jersey
$210M +$118M +640,565 +132%
TCIM
35
TIAA CREF Investment Management
New York
$202M -$22.8M -124,358 -10%
Charles Schwab
36
Charles Schwab
California
$188M +$13.4M +73,204 +8%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$166M -$3.27M -17,826 -2%
Barclays
38
Barclays
United Kingdom
$159M +$131M +714,196 +509%
UBS Group
39
UBS Group
Switzerland
$152M +$7.69M +41,915 +5%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$151M -$3.3M -17,991 -2%
SCA
41
Southpoint Capital Advisors
New York
$140M -$64.2M -350,000 -32%
BlackRock
42
BlackRock
New York
$137M -$20.8M -113,596 -13%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$137M +$2.85M +15,552 +2%
UBS AM
44
UBS AM
Illinois
$134M -$4.82M -26,289 -4%
Swiss National Bank
45
Swiss National Bank
Switzerland
$131M -$1.1M -6,000 -0.8%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$114M -$7.12M -38,807 -6%
Invesco
47
Invesco
Georgia
$108M -$20.8M -113,200 -16%
CCI
48
Columbus Circle Investors
$108M +$34M +185,482 +47%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$104M +$14.1M +76,999 +16%
Mitsubishi UFJ Trust & Banking
50
Mitsubishi UFJ Trust & Banking
Japan
$103M -$4.85M -26,452 -5%

FDX Hedge Fund Activity: Q4 2016 in Review

1,116 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q4 2016, worth a combined $37.7B — up 8.5% from $34.8B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new FDX positions and 71 closed out — a net gain of 83 holders — while 346 added to existing stakes and 423 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $599M. The largest seller was Wellington Management Group, cutting an estimated $339M.

  • 1,116 institutional investors held FedEx (FDX) as of Q4 2016, up from 1,049 in Q3 2016.
  • Funds reported $37.7B of FedEx stock for Q4 2016, up 8.5% quarter-over-quarter.
  • 154 funds opened new FedEx positions in Q4 2016 and 71 closed out, a net change of +83 holders.
  • The largest FedEx buyer in Q4 2016 was Capital World Investors, an estimated $599M added.
  • The largest FedEx seller in Q4 2016 was Wellington Management Group, an estimated $339M sold.

Based on aggregated 13F filings for Q4 2016.