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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
QI
701
QS Investors
New York
$911K -$36.1K -189 -4%
LNWWM
702
Laird Norton Wetherby Wealth Management
California
$908K +$3.82K +20 +0.4%
SSW
703
Smith Shellnut Wilson
Mississippi
$903K
CICI
704
Capital Investment Counsel Inc
North Carolina
$895K +$16.2K +85 +2%
CHJWM
705
Carlton Hofferkamp & Jenks Wealth Management
Texas
$892K +$137K +715 +19%
IWMPD
706
Integrated Wealth Management (Palm Desert)
California
$886K +$39K +204 +5%
ATC
707
Argent Trust Co
Tennessee
$882K +$2.29K +12 +0.3%
NEI
708
Northwest & Ethical Investments
Ontario, Canada
$878K -$2.52M -13,200 -75%
CC
709
Courier Capital
New York
$876K
CNAM
710
Campbell Newman Asset Management
Wisconsin
$875K -$7.83K -41 -0.9%
BAM
711
Berkshire Asset Management
Pennsylvania
$871K -$15.3K -80 -2%
ISL
712
Ingalls & Snyder LLC
New York
$870K -$197K -1,029 -19%
CWM
713
Concert Wealth Management
California
$870K +$51.4K +269 +6%
NFG
714
Next Financial Group
Texas
$869K -$240K -1,255 -22%
AP
715
Advisor Partners
California
$862K -$49.3K -258 -6%
MAM
716
Meeder Asset Management
Ohio
$858K
CAN
717
Cetera Advisor Networks
California
$856K +$55K +288 +7%
GA
718
GFS Advisors
Texas
$850K -$1.18M -6,194 -59%
ASN
719
Advisory Services Network
Georgia
$844K +$826K +4,324 New
NAM
720
North American Management
Massachusetts
$841K +$15.9K +83 +2%
GXMC
721
Global X Management Company
New York
$836K +$124K +649 +18%
KIA
722
KCM Investment Advisors
California
$827K -$33.4K -175 -4%
GJIC
723
Gamble Jones Investment Counsel
California
$825K -$9.55K -50 -1%
Wealth Enhancement Advisory Services
724
Wealth Enhancement Advisory Services
Minnesota
$818K +$801K +4,193 New
FWM
725
Frontier Wealth Management
Missouri
$810K -$703K -3,680 -47%

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.