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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
First Manhattan
51
First Manhattan
New York
$101M +$3.29M +17,930 +3%
BIM
52
BlackRock Investment Management
Delaware
$98.2M +$4.81M +26,194 +5%
PPA
53
Parametric Portfolio Associates
Washington
$97.9M +$4.05M +22,064 +4%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$96.8M -$2.53M -13,800 -3%
Citigroup
55
Citigroup
New York
$88.2M +$50.4M +274,634 +138%
JP Morgan Chase
56
JP Morgan Chase
New York
$84.5M -$14.7M -79,980 -15%
SCM
57
Sirios Capital Management
Massachusetts
$83.3M -$23M -125,431 -22%
WHG
58
Westwood Holdings Group
Texas
$81.9M +$6.07M +33,049 +8%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$81.8M -$1.62M -8,852 -2%
Asset Management One
60
Asset Management One
Japan
$81.4M +$75.6M +411,725 +1,642%
SO
61
STRS Ohio
Ohio
$80.6M -$7.36M -40,108 -8%
AllianceBernstein
62
AllianceBernstein
Tennessee
$77.8M -$3.89M -21,205 -5%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$77.8M -$42.1M -229,144 -35%
JWBC
64
John W. Bristol & Co
New York
$77.5M -$3.87M -21,106 -5%
BJ
65
BlackRock Japan
Japan
$76.8M -$3.28M -17,891 -4%
SEI Investments
66
SEI Investments
Pennsylvania
$76.8M -$4.27M -23,243 -5%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$76.6M +$75.2M +409,677 New
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$76.5M +$2.19M +11,914 +3%
Credit Agricole
69
Credit Agricole
France
$75.6M +$11M +60,006 +17%
Deutsche Bank
70
Deutsche Bank
Germany
$73.8M -$85.8M -467,521 -54%
CS
71
Credit Suisse
Switzerland
$73.3M -$27.6M -150,498 -28%
Principal Financial Group
72
Principal Financial Group
Iowa
$69.9M +$1.8M +9,792 +3%
MCM
73
Melvin Capital Management
New York
$69.8M +$68.8M +375,000 New
APG Asset Management
74
APG Asset Management
Netherlands
$69.7M -$7.27M -39,600 -9%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$68.9M +$1.54M +8,406 +2%

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.