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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
JIR
526
James Investment Research
Ohio
$3.23M -$18.6M -81,458 -86%
AC
527
Alexandria Capital
Virginia
$3.13M +$2.75M +12,008 +2,236%
CFC
528
Coyle Financial Counsel
Illinois
$3.11M +$2.85M +12,478 New
MA
529
MUFG Americas
New York
$3.11M +$1.14K +5 +0%
V
530
Veritable
Delaware
$3.1M -$215K -939 -7%
BBI
531
Baxter Bros Inc
Connecticut
$3.1M +$538K +2,351 +23%
FFWA
532
FRG Family Wealth Advisors
Washington
$3.1M
Truist Financial
533
Truist Financial
North Carolina
$3.08M +$300K +1,310 +12%
RAM
534
Redmond Asset Management
Virginia
$3.07M -$5.72K -25 -0.2%
CCG
535
Chatham Capital Group
Georgia
$3.02M -$97.2K -425 -3%
OAM
536
Oak Asset Management
California
$3.02M +$2.77M +12,119 New
CTC
537
Central Trust Company
Missouri
$3.02M +$355K +1,552 +15%
LWM
538
Lyell Wealth Management
California
$3M +$160K +700 +6%
MWNA
539
Marshall Wace North America
New York
$2.99M +$2.74M +11,990 New
DM
540
Delphi Management
Massachusetts
$2.98M -$132K -577 -5%
HVIA
541
Hudson Valley Investment Advisors
New York
$2.98M +$111K +485 +4%
JIC
542
Johnson Investment Counsel
Ohio
$2.97M +$193K +844 +8%
MML Investors Services
543
MML Investors Services
Massachusetts
$2.95M +$536K +2,345 +25%
MME
544
Meag Munich Ergo
Germany
$2.95M -$416K -1,817 -13%
BFO
545
Boston Family Office
Massachusetts
$2.95M -$229 -1 -0%
RE
546
RBC Europe
United Kingdom
$2.93M -$2.29K -10 -0.1%
BCA
547
Bray Capital Advisors
Florida
$2.92M +$94.9K +415 +4%
AC
548
Abbrea Capital
California
$2.86M +$179K +781 +7%
IC
549
InterOcean Capital
Illinois
$2.85M -$178K -780 -6%
AT
550
Argent Trust
Texas
$2.84M -$117K -513 -4%

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.