We are live on ! Find out more

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
MIS
651
Morningstar Investment Services
Illinois
$1.08M +$515K +2,808 +93%
FTIOP
652
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.08M +$47.7K +260 +5%
HFS
653
HL Financial Services
Kentucky
$1.07M +$45K +245 +4%
BOTW
654
Bank of the West
California
$1.07M +$44.2K +241 +4%
DBIA
655
Dumont & Blake Investment Advisors
New Jersey
$1.07M -$224K -1,220 -18%
SC
656
Savant Capital
Illinois
$1.06M +$41.8K +228 +4%
P
657
Pitcairn
Pennsylvania
$1.06M +$401K +2,184 +62%
JCM
658
Jafra Capital Management
New York
$1.05M +$1.04M +5,650 New
ACS
659
Archford Capital Strategies
Illinois
$1.04M -$74.3K -405 -7%
BCMO
660
Buckingham Capital Management (Ohio)
Ohio
$1.04M +$194K +1,057 +23%
LAM
661
Lebenthal Asset Management
New York
$1.02M +$11K +60 +1%
ISL
662
Ingalls & Snyder LLC
New York
$1.02M -$127K -694 -11%
ECM
663
Everence Capital Management
Indiana
$1.02M +$59.6K +325 +6%
CIM
664
CIM Investment Management
Pennsylvania
$1.02M +$11.6K +63 +1%
BIM
665
Baldwin Investment Management
Pennsylvania
$1.01M
Kayne Anderson Rudnick Investment Management
666
Kayne Anderson Rudnick Investment Management
California
$1M
LIA
667
LS Investment Advisors
Michigan
$1M -$548K -2,986 -36%
MBT
668
Montecito Bank & Trust
California
$994K
HIM
669
Hermes Investment Management
United Kingdom
$979K
Bessemer Group
670
Bessemer Group
New Jersey
$970K +$378K +2,062 +65%
HIC
671
Holderness Investments Company
North Carolina
$966K
WAM
672
Weatherly Asset Management
California
$961K
IG
673
ING Group
Netherlands
$948K -$1.65M -8,988 -64%
HA
674
Halsey Associates
Connecticut
$942K
WA
675
WFG Advisors
Texas
$939K +$96K +523 +12%

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.