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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
Cerity Partners
476
Cerity Partners
New York
$3.89M +$2.59M +11,340 +267%
DWA
477
Douglass Winthrop Advisors
New York
$3.89M
GIP
478
Granite Investment Partners
California
$3.88M +$2.67M +11,676 +303%
GIA
479
Gateway Investment Advisers
Ohio
$3.86M -$413K -1,807 -10%
MHI
480
Miller Howard Investments
New York
$3.85M -$456K -1,996 -11%
Daiwa Securities Group
481
Daiwa Securities Group
Japan
$3.84M +$1.73M +7,557 +96%
WCM
482
Wunderlich Capital Managemnt
Tennessee
$3.83M +$20.8K +91 +0.6%
KRS
483
Kentucky Retirement Systems
Kentucky
$3.8M +$24.9K +109 +0.7%
RIM
484
Redpoint Investment Management
Australia
$3.77M +$3.46M +15,116 New
DCM
485
Delta Capital Management
New Jersey
$3.77M -$33.2K -145 -1%
IG
486
ING Group
Netherlands
$3.77M -$2M -8,737 -37%
RIM
487
Regent Investment Management
Kentucky
$3.75M +$8K +35 +0.2%
AC
488
Apertura Capital
Texas
$3.74M +$3.43M +15,000 New
GECH
489
Garnet Equity Capital Holdings
New York
$3.74M +$3.43M +15,000 New
LSERS
490
Louisiana State Employees Retirement System
Louisiana
$3.72M -$114K -500 -3%
PA
491
Perennial Advisors
New York
$3.72M +$9.6K +42 +0.3%
CCMINC
492
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.71M -$45K -197 -1%
GFPC
493
Global Financial Private Capital
Florida
$3.69M +$3.38M +14,774 New
UR
494
USCA RIA
Texas
$3.66M +$3.36M +14,680 New
GIA
495
GHP Investment Advisors
Colorado
$3.65M +$194K +848 +6%
CA
496
Cornerstone Advisors
North Carolina
$3.62M
Robeco Institutional Asset Management
497
Robeco Institutional Asset Management
Netherlands
$3.61M +$1.12M +4,893 +51%
PAG
498
Private Advisor Group
New Jersey
$3.6M -$759K -3,321 -20%
TSS
499
Thomas Story & Son
Indiana
$3.57M -$503K -2,200 -13%
WSTAM
500
Wilbanks Smith & Thomas Asset Management
Virginia
$3.57M +$99.7K +436 +3%

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.