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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
WIM
651
Westside Investment Management
California
$1.19M +$511K +2,677 +78%
MML Investors Services
652
MML Investors Services
Massachusetts
$1.19M +$1.16M +6,082 New
TIA
653
Trust Investment Advisors
Indiana
$1.18M -$76.4K -400 -6%
CGT
654
Capital Guardian Trust
California
$1.17M
LWCFA
655
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.17M
WS
656
Wedbush Securities
California
$1.17M +$275K +1,439 +32%
FTIOP
657
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.16M +$28.7K +150 +3%
BCI
658
Brinker Capital Investments
Pennsylvania
$1.16M -$2.67K -14 -0.2%
DWT
659
Dorsey & Whitney Trust
South Dakota
$1.16M +$554K +2,901 +96%
BOTW
660
Bank of the West
California
$1.15M +$25.8K +135 +2%
ECM
661
Everence Capital Management
Indiana
$1.15M +$76.4K +400 +7%
Capstone Investment Advisors
662
Capstone Investment Advisors
New York
$1.13M +$1.11M +5,800 New
DBIA
663
Dumont & Blake Investment Advisors
New Jersey
$1.13M +$8.6K +45 +0.8%
LIA
664
LS Investment Advisors
Michigan
$1.13M +$75.1K +393 +7%
SC
665
Savant Capital
Illinois
$1.11M +$1.34K +7 +0.1%
FCFC
666
First Commonwealth Financial Corp
Pennsylvania
$1.09M -$73.3K -384 -6%
CWM
667
Confluence Wealth Management
Oregon
$1.08M +$291K +1,526 +38%
ECM
668
Estabrook Capital Management
New York
$1.08M -$95.5K -500 -8%
LAM
669
Lebenthal Asset Management
New York
$1.08M +$4.78K +25 +0.5%
AMI
670
Amica Mutual Insurance
Rhode Island
$1.06M -$1.05M -5,509 -50%
BCMO
671
Buckingham Capital Management (Ohio)
Ohio
$1.06M -$31.7K -166 -3%
ECAM
672
East Coast Asset Management
Massachusetts
$1.06M +$95.5K +500 +10%
Mackenzie Financial
673
Mackenzie Financial
Ontario, Canada
$1.06M -$721K -3,775 -41%
Kayne Anderson Rudnick Investment Management
674
Kayne Anderson Rudnick Investment Management
California
$1.05M
BTNA
675
Bremer Trust National Association
Minnesota
$1.05M +$400K +2,096 +64%

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.