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FedEx
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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: 63 → 87 (+24)

12% more funds holding

Funds holding: 1,226 → 1,378 (+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

Top Buyers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
+$271M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$139M
3
HCM
Hitchwood Capital Management
New York
+$120M
4
FAM
Fred Alger Management
New York
+$114M
5
GCM
Glenview Capital Management
New York
+$91.8M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$692M
2
HCM
Highfields Capital Management
Massachusetts
-$501M
3
Renaissance Technologies
Renaissance Technologies
New York
-$213M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$139M
5
SAM
Southeastern Asset Management
Tennessee
-$137M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
701
Cascade Investment Advisors
Oregon
$1.62M +$27.4K +120 +2%
WS
702
Wedbush Securities
California
$1.61M -$31.8K -139 -2%
DLHL
703
Donald L. Hagan LLC
Florida
$1.6M +$4.12K +18 +0.3%
RMSCM
704
R.M. Sincerbeaux Capital Management
New York
$1.6M – – –
GIA
705
Gargoyle Investment Advisor
New Jersey
$1.6M +$1.46M +6,400 New
HA
706
Halsey Associates
Connecticut
$1.59M +$709K +3,100 +95%
FDS
707
First Dallas Securities
Texas
$1.58M +$229 +1 +0%
LWCFA
708
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.58M +$37.7K +165 +3%
HWA
709
HCR Wealth Advisors
California
$1.57M +$87.4K +382 +6%
S
710
SimplyRich
California
$1.56M +$1.43M +6,246 New
ADBIC
711
A.D. Beadell Investment Counsel
Wisconsin
$1.55M – – –
DIM
712
DC Investments Management
Virginia
$1.53M +$1.41M +6,145 New
GH
713
GAM Holding
Switzerland
$1.52M +$322K +1,410 +30%
CAM
714
Columbia Asset Management
Michigan
$1.52M +$318K +1,390 +29%
IA
715
IFP Advisors
Florida
$1.52M -$928K -4,056 -40%
GAM
716
Griffin Asset Management
New York
$1.5M +$147K +645 +12%
PI
717
PHH Investments
Texas
$1.5M +$1.83K +8 +0.1%
BCM
718
Blume Capital Management
California
$1.49M -$19.2K -84 -1%
BCMO
719
Buckingham Capital Management (Ohio)
Ohio
$1.49M +$184K +804 +16%
CI
720
Conning Inc
Connecticut
$1.49M -$20.6K -90 -1%
NCMW
721
Northern Capital Management (Wisconsin)
Wisconsin
$1.48M +$57.2K +250 +4%
AP
722
Advisor Partners
California
$1.47M +$13K +57 +1%
FCI
723
Financial Counselors Inc
Kansas
$1.46M -$88.5K -387 -6%
Parallax Volatility Advisers
724
Parallax Volatility Advisers
California
$1.44M +$1.32M +5,760 New
LNC
725
Lincoln National Corp
Pennsylvania
$1.43M +$708K +3,094 +117%
27 28
29
30 31

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.