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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
HAIM
601
Hunter Associates Investment Management
Pennsylvania
$2.33M +$54.7K +239 +3%
CBT
602
Central Bank & Trust
Kentucky
$2.33M +$46K +201 +2%
BSPF
603
British Steel Pension Fund
United Kingdom
$2.32M
OA
604
Oxbow Advisors
Texas
$2.3M -$21.7K -95 -1%
TAM
605
Tocqueville Asset Management
New York
$2.3M +$1.29M +5,657 +159%
CI
606
Cigna Investments
Connecticut
$2.29M -$80.7K -353 -4%
BST
607
Bath Savings Trust
Maine
$2.29M +$1.22M +5,341 +139%
W
608
Wealthfront
California
$2.29M +$137K +599 +7%
PGIM
609
Pacific Global Investment Management
California
$2.28M +$27K +118 +1%
FHA
610
First Horizon Advisors
Tennessee
$2.27M +$915 +4 +0%
MBA
611
McQueen Ball & Associates
Pennsylvania
$2.26M -$31.8K -139 -2%
CK
612
Cohen Klingenstein
New York
$2.25M
N
613
Nuveen
North Carolina
$2.24M -$2.29K -10 -0.1%
DM
614
Diker Management
New York
$2.23M
TCM
615
Telos Capital Management
California
$2.22M -$2.74K -12 -0.1%
CAPTRUST Financial Advisors
616
CAPTRUST Financial Advisors
North Carolina
$2.22M +$2.01M +8,777 +8,866%
QSS
617
Quantitative Systematic Strategies
Florida
$2.21M +$1.36M +5,950 +203%
RSS
618
Rosenblum Silverman Sutton
California
$2.19M +$77.1K +337 +4%
BOTW
619
Bank of the West
California
$2.18M +$235K +1,026 +13%
LGC
620
Laurel Grove Capital
California
$2.16M -$137K -600 -6%
BCM
621
Bayesian Capital Management
New York
$2.15M +$577K +2,525 +41%
OCM
622
Orser Capital Management
Texas
$2.15M +$1.81M +7,915 New
AFM
623
Abbot Financial Management
Massachusetts
$2.14M -$5.72K -25 -0.3%
MM
624
Meridian Management
Arkansas
$2.14M -$61.7K -270 -3%
FHAM
625
Folger Hill Asset Management
New York
$2.14M +$406K +1,776 +26%

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.