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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
LSCM
601
LaSalle Street Capital Management
Illinois
$1.51M
WAM
602
Wealthspire Advisors (Maryland)
Maryland
$1.5M +$150K +783 +11%
WA
603
Wasatch Advisors
Utah
$1.5M
FCH
604
Freestone Capital Holdings
Washington
$1.49M +$27.7K +145 +2%
FAAS
605
First Allied Advisory Services
California
$1.49M +$45.8K +240 +3%
MIC
606
Meridian Investment Counsel
California
$1.49M -$14.3K -75 -1%
ACM
607
Ativo Capital Management
Illinois
$1.47M -$115K -600 -7%
CG
608
Caprock Group
Idaho
$1.46M +$22.7K +119 +2%
1GA
609
1st Global Advisors
Texas
$1.45M +$260K +1,361 +22%
ZIC
610
ZWJ Investment Counsel
Georgia
$1.45M +$520K +2,720 +58%
BSB
611
Bangor Savings Bank
Maine
$1.44M -$40.7K -213 -3%
ADBIC
612
A.D. Beadell Investment Counsel
Wisconsin
$1.44M
W
613
Wealthfront
California
$1.43M +$111K +580 +9%
GWM
614
Geneos Wealth Management
Colorado
$1.42M +$72.6K +380 +6%
PFS
615
Physicians Financial Services
North Carolina
$1.41M -$115K -600 -8%
LWM
616
Lyell Wealth Management
California
$1.41M +$744K +3,895 +117%
DA
617
Dillon & Associates
Michigan
$1.39M +$17.2K +90 +1%
GHCM
618
Glen Harbor Capital Management
California
$1.39M +$938K +4,912 +224%
RJT
619
Raymond James Trust
Florida
$1.37M +$74.1K +388 +6%
CBB
620
Citizens Business Bank
California
$1.37M -$57.3K -300 -4%
MCM
621
Mork Capital Management
California
$1.37M
LIC
622
Lodestar Investment Counsel
Illinois
$1.36M -$79.3K -415 -6%
HPCM
623
High Pointe Capital Management
Illinois
$1.34M -$21K -110 -2%
CCM
624
Compton Capital Management
Rhode Island
$1.34M +$20.1K +105 +2%
SI
625
Sprott Inc
Ontario, Canada
$1.34M +$377K +1,975 +41%

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.