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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
FWIA
676
Fort Washington Investment Advisors
Ohio
$1.04M +$475K +2,488 +87%
P
677
Pitcairn
Pennsylvania
$1.04M -$66.1K -346 -6%
MBT
678
Montecito Bank & Trust
California
$1.04M
WA
679
WFG Advisors
Texas
$1.03M +$42.8K +224 +4%
IAA
680
Independent Advisor Alliance
North Carolina
$1.02M +$274K +1,434 +38%
II
681
IFM Investors
Australia
$1.01M +$369K +1,933 +59%
WAM
682
Weatherly Asset Management
California
$1.01M +$5.73K +30 +0.6%
ACS
683
Archford Capital Strategies
Illinois
$1M -$86.9K -455 -8%
GHA
684
Garcia Hamilton & Associates
Texas
$999K -$1.18M -6,154 -54%
HA
685
Halsey Associates
Connecticut
$987K
AF
686
Ally Financial
Michigan
$976K +$955K +5,000 New
CIM
687
CIM Investment Management
Pennsylvania
$975K -$92.3K -483 -9%
CCM
688
Chickasaw Capital Management
Tennessee
$957K
KKAMG
689
Kernodle & Katon Asset Management Group
Arkansas
$956K +$1.15K +6 +0.1%
OMCS
690
Old Mutual Customised Solutions
South Africa
$956K +$115K +600 +14%
Pacer Advisors
691
Pacer Advisors
Pennsylvania
$952K +$29.4K +154 +3%
ClearBridge Investments
692
ClearBridge Investments
New York
$950K -$30.8K -161 -3%
NIMI
693
Natixis Investment Managers International
France
$944K +$38.4K +201 +4%
CAM
694
Columbia Asset Management
Michigan
$939K -$14.3K -75 -2%
BIM
695
Baldwin Investment Management
Pennsylvania
$934K -$119K -625 -12%
BEAM
696
Baker Ellis Asset Management
Washington
$927K -$19.1K -100 -2%
PI
697
Putnam Investments
Massachusetts
$921K -$38.2K -200 -4%
LBC
698
Lawrence B. Cohen
$919K -$19.1K -100 -2%
WT
699
Whittier Trust
California
$915K -$543K -2,841 -38%
ST
700
Spot Trading
Illinois
$915K +$896K +4,691 New

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.