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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
PWLP
576
Prio Wealth Limited Partnership
Massachusetts
$1.52M
ACM
577
Ativo Capital Management
Illinois
$1.52M +$1.49M +8,140 New
APFBOT
578
Amica Pension Fund Board of Trustees
Rhode Island
$1.51M
PA
579
Profund Advisors
Maryland
$1.51M +$137K +749 +10%
HIC
580
Hartline Investment Corp
Illinois
$1.49M -$53K -289 -3%
III
581
Independent Investors Inc
New York
$1.49M
DCM
582
Donaldson Capital Management
Indiana
$1.48M +$1.46M +7,952 New
KRSITF
583
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.47M -$124K -676 -8%
FWM
584
Frontier Wealth Management
Missouri
$1.46M -$1.49M -8,110 -51%
LIM
585
Leavell Investment Management
Alabama
$1.45M -$53.6K -292 -4%
SBH
586
Segall Bryant & Hamill
Illinois
$1.45M -$153K -835 -10%
LSCM
587
LaSalle Street Capital Management
Illinois
$1.44M
MIC
588
Meridian Investment Counsel
California
$1.43M
WA
589
Wasatch Advisors
Utah
$1.43M +$18.4K +100 +1%
OIA
590
Optimum Investment Advisors
Illinois
$1.43M +$918 +5 +0.1%
TW
591
Transform Wealth
Colorado
$1.42M +$62.8K +342 +5%
BSB
592
Bangor Savings Bank
Maine
$1.42M -$8.07K -44 -0.6%
WT
593
Whittier Trust
California
$1.4M -$23.3K -127 -2%
MFS
594
MSI Financial Services
Massachusetts
$1.4M +$72.1K +393 +6%
FCH
595
Freestone Capital Holdings
Washington
$1.4M +$19.8K +108 +1%
SAM
596
Summit Asset Management
Tennessee
$1.39M +$367 +2 +0%
MC
597
Miles Capital
Iowa
$1.39M -$62.8K -342 -4%
JFGIW
598
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.39M +$124K +677 +10%
EDRH
599
Edmond de Rothschild Holding
Switzerland
$1.39M +$113K +615 +9%
VIA
600
Vantage Investment Advisors
Pennsylvania
$1.38M +$423K +2,305 +45%

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.