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1,116 hedge funds and large institutions have $37.7B invested in FedEx in 2016 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 346 increasing their positions, 423 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 71

8% more capital invested

Capital invested by funds: $34.8B → $37.7B (+$2.95B)

6% more funds holding

Funds holding: 1,0491,116 (+67)

0.52% more ownership

Funds ownership: 75.46%75.98% (+0.52%)

2% less funds holding in top 10

Funds holding in top 10: 4847 (-1)

18% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 423

25% less call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.45B

Holders
1,116
Holders Change
+67
Holders Change %
+6.39%
% of All Funds
27.9%
Holding in Top 10
47
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.08%
% of All Funds
1.18%
New
154
Increased
346
Reduced
423
Closed
71
Calls
$1.1B
Puts
$1.45B
Net Calls
-$359M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
HAIM
551
Hunter Associates Investment Management
Pennsylvania
$1.78M +$73.4K +400 +4%
TWM
552
Torch Wealth Management
Ohio
$1.77M
FBC
553
Fairfield, Bush & Co
Connecticut
$1.76M
IA
554
IFP Advisors
Florida
$1.76M +$412K +2,246 +31%
WA1
555
Wimmer Associates 1
California
$1.75M -$91.4K -498 -5%
CIA
556
Capital Impact Advisors
Massachusetts
$1.73M
Mackenzie Financial
557
Mackenzie Financial
Ontario, Canada
$1.71M -$403K -2,197 -19%
SBIA
558
Sheaff Brock Investment Advisors
Indiana
$1.71M -$256K -1,393 -13%
BO
559
Bank OZK
Arkansas
$1.71M -$45.9K -250 -3%
CTC
560
Central Trust Company
Missouri
$1.7M -$49.5K -270 -3%
CI
561
Cigna Investments
Connecticut
$1.7M +$1.67M +9,121 New
RSS
562
Rosenblum Silverman Sutton
California
$1.69M -$31.2K -170 -2%
CK
563
Cohen Klingenstein
New York
$1.68M
PGIM
564
Pacific Global Investment Management
California
$1.67M +$6.61K +36 +0.4%
DAM
565
Delta Asset Management
Tennessee
$1.67M
DM
566
Diker Management
New York
$1.66M
TCM
567
Telos Capital Management
California
$1.65M -$17.3K -94 -1%
Thrivent Financial for Lutherans
568
Thrivent Financial for Lutherans
Minnesota
$1.62M +$95.4K +520 +6%
SLI
569
Sumitomo Life Insurance
Japan
$1.61M +$35.4K +193 +2%
JIC
570
Johnson Investment Counsel
Ohio
$1.59M +$266K +1,450 +20%
Twin Tree Management
571
Twin Tree Management
Texas
$1.58M -$1.42M -7,732 -48%
CSA
572
Cottage Street Advisors
Massachusetts
$1.55M -$229K -1,250 -13%
WMG
573
WESCAP Management Group
California
$1.54M +$45.1K +246 +3%
BBI
574
Baxter Bros Inc
Connecticut
$1.54M
ACPU
575
Arrowgrass Capital Partners (US)
Delaware
$1.53M +$962K +5,242 +177%

FDX Hedge Fund Activity: Q4 2016 in Review

1,116 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q4 2016, worth a combined $37.7B — up 8.5% from $34.8B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new FDX positions and 71 closed out — a net gain of 83 holders — while 346 added to existing stakes and 423 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $599M. The largest seller was Wellington Management Group, cutting an estimated $339M.

  • 1,116 institutional investors held FedEx (FDX) as of Q4 2016, up from 1,049 in Q3 2016.
  • Funds reported $37.7B of FedEx stock for Q4 2016, up 8.5% quarter-over-quarter.
  • 154 funds opened new FedEx positions in Q4 2016 and 71 closed out, a net change of +83 holders.
  • The largest FedEx buyer in Q4 2016 was Capital World Investors, an estimated $599M added.
  • The largest FedEx seller in Q4 2016 was Wellington Management Group, an estimated $339M sold.

Based on aggregated 13F filings for Q4 2016.