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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
DSA
26
Davis Selected Advisers
Arizona
$405M +$655K +2,865 +0.2%
HCM
27
Highfields Capital Management
Massachusetts
$399M -$501M -2,191,863 -58%
Morgan Stanley
28
Morgan Stanley
New York
$362M +$6.16M +26,935 +2%
Wells Fargo
29
Wells Fargo
California
$356M +$21.5M +93,956 +7%
Winslow Capital Management
30
Winslow Capital Management
Minnesota
$318M +$56.6M +247,361 +24%
Legal & General Group
31
Legal & General Group
United Kingdom
$312M -$5.05M -22,093 -2%
Artisan Partners
32
Artisan Partners
Wisconsin
$299M +$525K +2,296 +0.2%
AAMU
33
Amundi Asset Management US
Massachusetts
$271M +$54.3M +237,276 +28%
UBS Group
34
UBS Group
Switzerland
$269M +$53.8M +235,359 +28%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$266M +$139M +607,585 +133%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$265M -$12.5M -54,466 -5%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$244M -$126K -550 -0.1%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$241M -$2.57M -11,227 -1%
Charles Schwab
39
Charles Schwab
California
$238M +$3.02M +13,198 +1%
Swiss National Bank
40
Swiss National Bank
Switzerland
$235M +$800K +3,500 +0.4%
EVM
41
Eaton Vance Management
Massachusetts
$232M -$1.89M -8,277 -0.9%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$220M +$30.1M +131,596 +18%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$204M -$692M -3,026,346 -79%
PPA
44
Parametric Portfolio Associates
Washington
$194M +$14.9M +65,126 +9%
Macquarie Group
45
Macquarie Group
Australia
$190M -$5.18M -22,652 -3%
TA
46
Teachers Advisors
New York
$185M +$6M +26,247 +4%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$182M -$6.52M -28,530 -4%
UBS AM
48
UBS AM
Illinois
$179M -$9.37M -40,996 -5%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$157M +$640K +2,800 +0.4%
MNG
50
Manning & Napier Group
New York
$155M +$142M +619,832 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.