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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
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$343M +$19.3K +101 +0%
Norges Bank
27
Norges Bank
Norway
$318M -$16.7M -87,229 -5%
Morgan Stanley
28
Morgan Stanley
New York
$293M -$30.2M -157,944 -10%
AL
29
AJO LP
Pennsylvania
$279M +$10.4M +54,406 +4%
TCIM
30
TIAA CREF Investment Management
New York
$273M +$59.6M +312,272 +29%
Wells Fargo
31
Wells Fargo
California
$272M +$30.9M +161,886 +13%
Artisan Partners
32
Artisan Partners
Wisconsin
$235M +$2.69M +14,099 +1%
Legal & General Group
33
Legal & General Group
United Kingdom
$233M +$10.7M +56,227 +5%
Charles Schwab
34
Charles Schwab
California
$198M +$945K +4,947 +0.5%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$196M +$26.5M +138,799 +16%
Deutsche Bank
36
Deutsche Bank
Germany
$192M +$113M +590,018 +149%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$183M +$140M +732,644 +361%
UBS Group
38
UBS Group
Switzerland
$179M +$19M +99,489 +12%
Swiss National Bank
39
Swiss National Bank
Switzerland
$175M +$36.1M +189,100 +27%
AAMU
40
Amundi Asset Management US
Massachusetts
$170M +$157M +819,777 +1,612%
Prudential Financial
41
Prudential Financial
New Jersey
$166M -$52.8M -276,232 -25%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$157M -$1.62M -8,484 -1%
SCA
43
Southpoint Capital Advisors
New York
$147M +$156K +818 +0.1%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$144M +$953K +4,991 +0.7%
EVM
45
Eaton Vance Management
Massachusetts
$136M +$67M +350,803 +101%
Macquarie Group
46
Macquarie Group
Australia
$136M +$126M +660,242 +1,882%
SCM
47
Sirios Capital Management
Massachusetts
$130M +$41.6M +217,885 +49%
UBS AM
48
UBS AM
Illinois
$130M -$10.5M -54,719 -8%
JP Morgan Chase
49
JP Morgan Chase
New York
$122M +$32.4M +169,386 +37%
Citadel Advisors
50
Citadel Advisors
Florida
$118M +$86.8M +454,673 +308%

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.