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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
LIC
601
Lodestar Investment Counsel
Illinois
$1.38M +$32.1K +175 +2%
FAAS
602
First Allied Advisory Services
California
$1.37M -$211K -1,150 -13%
ADBIC
603
A.D. Beadell Investment Counsel
Wisconsin
$1.37M +$169K +920 +14%
Millennium Management
604
Millennium Management
New York
$1.37M -$165M -898,159 -99%
CG
605
Caprock Group
Idaho
$1.37M -$295K -1,608 -18%
CBB
606
Citizens Business Bank
California
$1.36M +$18.4K +100 +1%
PTC
607
Private Trust Company
Ohio
$1.35M -$20.2K -110 -1%
DA
608
Dillon & Associates
Michigan
$1.31M -$18.4K -100 -1%
VWA
609
V Wealth Advisors
Kansas
$1.3M +$1.29M +7,012 New
HPCM
610
High Pointe Capital Management
Illinois
$1.3M -$128K -700 -9%
MCM
611
Mork Capital Management
California
$1.3M
MSU
612
Mizuho Securities USA
New York
$1.3M +$1.28M +7,000 New
PA
613
Parallel Advisors
California
$1.3M +$1.28M +6,978 New
WAM
614
Wealthspire Advisors (Maryland)
Maryland
$1.28M -$81.8K -446 -6%
GWM
615
Geneos Wealth Management
Colorado
$1.27M -$11.7K -64 -0.9%
YMRC
616
Yorktown Management & Research Company
Virginia
$1.27M +$1.25M +6,800 New
CCM
617
Compton Capital Management
Rhode Island
$1.26M -$1.25M -6,810 -50%
HCA
618
Harbour Capital Advisors
Virginia
$1.26M -$127K -690 -9%
W
619
Wealthfront
California
$1.26M +$295K +1,608 +31%
PFS
620
Physicians Financial Services
North Carolina
$1.26M +$45.9K +250 +3%
HVIA
621
Hudson Valley Investment Advisors
New York
$1.25M +$337K +1,835 +37%
RIM
622
Regent Investment Management
Kentucky
$1.25M -$136K -741 -10%
TU
623
TDAM USA
Ontario, Canada
$1.24M -$921K -5,016 -43%
RJT
624
Raymond James Trust
Florida
$1.24M +$95.4K +520 +8%
PI
625
PHH Investments
Texas
$1.23M +$1.17M +6,362 New

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.