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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
DCM
551
Donaldson Capital Management
Indiana
$2.84M +$178K +777 +7%
PP
552
Paloma Partners
Connecticut
$2.83M -$483K -2,110 -16%
VF
553
Virtu Financial
New York
$2.79M +$1.38M +6,021 +116%
RG
554
Rikoon Group
New Mexico
$2.79M
QCM
555
Quadrant Capital Management
New Jersey
$2.77M +$1.09M +4,760 +75%
LCS
556
Levin Capital Strategies
New York
$2.77M
PSUF
557
People's United Financial
Connecticut
$2.72M +$47.3K +207 +2%
BBWA
558
Bell & Brown Wealth Advisors
California
$2.71M +$2.49M +10,880 New
Fidelity International
559
Fidelity International
Bermuda
$2.71M -$426K -1,864 -15%
GAM
560
Garrison Asset Management
Arkansas
$2.69M +$3.43K +15 +0.1%
CIA
561
Capital Impact Advisors
Massachusetts
$2.68M
AAMU
562
AEGON Asset Management (UK)
United Kingdom
$2.68M
ACM
563
Ativo Capital Management
Illinois
$2.63M -$91.2K -399 -4%
CCM
564
Condor Capital Management
New Jersey
$2.63M
Jones Financial Companies
565
Jones Financial Companies
Missouri
$2.61M +$160K +700 +7%
FAM
566
Foothills Asset Management
Arizona
$2.6M -$131K -575 -5%
BIM
567
Beach Investment Management
Pennsylvania
$2.59M +$1.17M +5,100 +97%
HCA
568
Horan Capital Advisors
Ohio
$2.58M -$76.2K -333 -3%
GIM
569
Goelzer Investment Management
Indiana
$2.58M -$52.6K -230 -2%
BCM
570
BTR Capital Management
California
$2.58M +$24.9K +109 +1%
CSA
571
Cottage Street Advisors
Massachusetts
$2.57M +$366K +1,600 +18%
Fiera Capital (Canada)
572
Fiera Capital (Canada)
Quebec, Canada
$2.56M +$121K +531 +5%
Susquehanna International Group
573
Susquehanna International Group
Pennsylvania
$2.54M -$26.5M -116,060 -92%
KCM
574
Karp Capital Management
California
$2.54M +$25.4K +111 +1%
FCBT
575
First Citizens Bank & Trust
North Carolina
$2.53M -$1.09M -4,751 -32%

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.