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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
TWM
551
Torch Wealth Management
Ohio
$1.87M +$14.3K +75 +0.8%
GA
552
Geneva Advisors
Illinois
$1.85M -$278K -1,458 -13%
PGIM
553
Pacific Global Investment Management
California
$1.82M +$65.3K +342 +4%
CFB
554
Cullen/Frost Bankers
Texas
$1.81M -$674K -3,526 -27%
Thrivent Financial for Lutherans
555
Thrivent Financial for Lutherans
Minnesota
$1.8M +$101K +530 +6%
HAIM
556
Hunter Associates Investment Management
Pennsylvania
$1.79M -$76.4K -400 -4%
Robeco Institutional Asset Management
557
Robeco Institutional Asset Management
Netherlands
$1.78M +$874K +4,574 +101%
JWBC
558
J.W. Burns & Co
New York
$1.77M +$1.07M +5,596 +161%
MDSL
559
M.D. Sass LLC
New York
$1.76M +$1.72M +9,000 New
CK
560
Cohen Klingenstein
New York
$1.76M
CAM
561
Cypress Asset Management
Texas
$1.75M -$134K -700 -7%
DAM
562
Delta Asset Management
Tennessee
$1.75M
NCM
563
Northside Capital Management
Oregon
$1.75M +$1.71M +8,960 New
BO
564
Bank OZK
Arkansas
$1.75M -$39.5K -207 -2%
DM
565
Diker Management
New York
$1.74M
WA1
566
Wimmer Associates 1
California
$1.74M -$94.6K -495 -5%
DDC
567
Daniel Devine & Co
Florida
$1.73M -$993K -5,200 -37%
JFGIW
568
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.72M +$262K +1,370 +18%
TH
569
Timber Hill
Connecticut
$1.71M +$1.68M +8,784 New
SIM
570
Sentry Investment Management
Wisconsin
$1.71M -$653K -3,418 -28%
RSS
571
Rosenblum Silverman Sutton
California
$1.71M -$54.4K -285 -3%
IA
572
IFP Advisors
Florida
$1.69M -$148K -773 -8%
FCI
573
Financial Counselors Inc
Kansas
$1.68M -$5.29M -27,675 -76%
HVIA
574
Hudson Valley Investment Advisors
New York
$1.67M +$351K +1,838 +27%
JIC
575
Johnson Investment Counsel
Ohio
$1.67M +$5.16K +27 +0.3%

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.