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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
SSWM
626
Sheets Smith Wealth Management
North Carolina
$2.13M +$397K +1,735 +25%
FCH
627
Freestone Capital Holdings
Washington
$2.13M +$38K +166 +2%
DDC
628
Daniel Devine & Co
Florida
$2.12M -$34.3K -150 -2%
WMG
629
WESCAP Management Group
California
$2.12M +$98.8K +432 +5%
BO
630
Bank OZK
Arkansas
$2.12M +$23.1K +101 +1%
EWA
631
Exencial Wealth Advisors
Oklahoma
$2.12M -$27.2K -119 -1%
TC
632
Telemus Capital
Michigan
$2.11M +$1.72M +7,531 +805%
HFA
633
HC Financial Advisors
California
$2.1M +$1.93M +8,428 New
PA
634
Profund Advisors
Maryland
$2.09M +$402K +1,756 +27%
ZB
635
Zions Bancorporation
Utah
$2.08M +$170K +744 +10%
WAM
636
Wealthspire Advisors (Maryland)
Maryland
$2.08M -$3.89K -17 -0.2%
Luther King Capital Management (LKCM)
637
Luther King Capital Management (LKCM)
Texas
$2.05M -$263K -1,150 -12%
CG
638
Caprock Group
Idaho
$2.05M -$37.5K -164 -2%
OIA
639
Optimum Investment Advisors
Illinois
$2.05M -$5.72K -25 -0.3%
JFGIW
640
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.05M +$248K +1,083 +15%
CFB
641
Cullen/Frost Bankers
Texas
$2.03M -$62.4K -273 -3%
ISL
642
Ingalls & Snyder LLC
New York
$2.03M +$44.1K +193 +2%
HIC
643
Hartline Investment Corp
Illinois
$2.01M +$14.6K +64 +0.8%
WA1
644
Wimmer Associates 1
California
$2.01M -$29.7K -130 -2%
III
645
Independent Investors Inc
New York
$2M
DA
646
Dillon & Associates
Michigan
$1.99M +$2.29K +10 +0.1%
SLI
647
Sumitomo Life Insurance
Japan
$1.99M -$88.7K -388 -5%
PIM
648
Profit Investment Management
Maryland
$1.98M
SAM
649
Summit Asset Management
Tennessee
$1.97M +$457 +2 +0%
Pacer Advisors
650
Pacer Advisors
Pennsylvania
$1.97M +$469K +2,052 +35%

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.