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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
AC
526
Abbrea Capital
California
$2.15M +$197K +1,030 +10%
CCG
527
Chatham Capital Group
Georgia
$2.15M +$955 +5 +0%
CIA
528
Capital Impact Advisors
Massachusetts
$2.15M +$329K +1,723 +19%
Truist Financial
529
Truist Financial
North Carolina
$2.15M -$247K -1,292 -11%
RG
530
Rikoon Group
New Mexico
$2.12M +$9.55K +50 +0.4%
CWM
531
Concentric Wealth Management
California
$2.11M -$59.2K -310 -3%
GAM
532
Garrison Asset Management
Arkansas
$2.11M
GF
533
Gabelli Funds
New York
$2.07M
HCA
534
Horan Capital Advisors
Ohio
$2.07M +$81.2K +425 +4%
BC
535
Brinker Capital
Pennsylvania
$2.06M -$12K -63 -0.6%
CCM
536
Condor Capital Management
New Jersey
$2.06M
PTC
537
Private Trust Company
Ohio
$2.03M +$606K +3,171 +44%
PSUF
538
People's United Financial
Connecticut
$2.02M -$249K -1,303 -11%
Luther King Capital Management (LKCM)
539
Luther King Capital Management (LKCM)
Texas
$2M -$44.7K -234 -2%
EDRH
540
Edmond de Rothschild Holding
Switzerland
$2M +$539K +2,820 +38%
CI
541
Cigna Investments
Connecticut
$2M +$211K +1,105 +12%
NLI
542
Nippon Life Insurance
Japan
$1.96M -$751K -3,934 -28%
RIL
543
Rothschild Investment LLC
Illinois
$1.95M +$955 +5 +0.1%
BAC
544
Boys Arnold & Co
North Carolina
$1.92M +$42.6K +223 +2%
FHA
545
First Horizon Advisors
Tennessee
$1.92M -$93.4K -489 -5%
QT
546
Quantbot Technologies
New York
$1.91M -$8.21M -43,005 -81%
TAM
547
Tyers Asset Management
Texas
$1.91M +$1.29M +6,754 +224%
Daiwa Securities Group
548
Daiwa Securities Group
Japan
$1.89M -$3.41M -17,870 -65%
CTC
549
Central Trust Company
Missouri
$1.89M +$99.9K +523 +6%
MIS
550
Morningstar Investment Services
Illinois
$1.88M +$729K +3,816 +65%

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.