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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
MPI
751
Mairs & Power Inc
Minnesota
$650K
JWBC
752
J.W. Burns & Co
New York
$648K +$131K +716 +26%
WIM
753
Westside Investment Management
California
$645K +$626K +3,411 New
TCM
754
TD Capital Management
Tennessee
$639K +$367 +2 +0.1%
SCM
755
Salem Capital Management
Massachusetts
$633K
BPC
756
Banque Pictet & Cie
Switzerland
$623K -$36.7K -200 -6%
LWM
757
Lyell Wealth Management
California
$619K +$609K +3,317 New
SB
758
Simmons Bank
Arkansas
$618K +$8.44K +46 +1%
GP
759
Girard Partners
Pennsylvania
$615K -$12.1K -66 -2%
SNT
760
Security National Trust
West Virginia
$615K -$7.34K -40 -1%
PP
761
Paloma Partners
Connecticut
$614K -$766K -4,175 -56%
BTNA
762
Bremer Trust National Association
Minnesota
$610K +$231K +1,260 +63%
II
763
IFM Investors
Australia
$607K +$599K +3,262 New
TF
764
Tompkins Financial
New York
$606K +$67K +365 +13%
SSB
765
Sandy Spring Bank
Maryland
$601K -$918 -5 -0.2%
LPIC
766
LeJeune Puetz Investment Counsel
Michigan
$601K +$593K +3,230 New
PCMM
767
Private Capital Management (Minnesota)
Minnesota
$596K -$101K -550 -15%
EWM
768
Evercore Wealth Management
New York
$590K +$43.7K +238 +8%
WIC
769
Woodmont Investment Counsel
Tennessee
$581K +$202K +1,100 +54%
GIM
770
Groesbeck Investment Management
New Jersey
$577K -$25K -136 -4%
BSW
771
Buckingham Strategic Wealth
Missouri
$565K -$37.8K -206 -6%
DPIM
772
Duff & Phelps Investment Management
Illinois
$565K -$27.5K -150 -5%
WI
773
Wedgewood Investors
Pennsylvania
$565K -$1.83K -10 -0.3%
SPC
774
Sigma Planning Corp
Michigan
$564K -$128K -699 -19%
DWT
775
Dorsey & Whitney Trust
South Dakota
$563K

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.