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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: 6387 (+24)

12% more funds holding

Funds holding: 1,2261,378 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
751
Estabrook Capital Management
New York
$1.25M -$8K -35 -0.7%
QI
752
QS Investors
New York
$1.25M -$43.7K -191 -4%
KJHP
753
K.J. Harrison & Partners
Ontario, Canada
$1.25M +$686K +3,000 +150%
FCFC
754
First Commonwealth Financial Corp
Pennsylvania
$1.24M -$62.2K -272 -5%
SC
755
Sawyer & Company
Massachusetts
$1.23M +$1.13M +4,940 New
CIC
756
Cornercap Investment Counsel
Georgia
$1.23M +$22.9K +100 +2%
CCM
757
Chickasaw Capital Management
Tennessee
$1.22M
OMCS
758
Old Mutual Customised Solutions
South Africa
$1.22M
KWA
759
KCS Wealth Advisory
California
$1.21M +$1.11M +4,865 New
LNWWM
760
Laird Norton Wetherby Wealth Management
California
$1.21M +$19.9K +87 +2%
PIC
761
PCJ Investment Counsel
Ontario, Canada
$1.21M +$1.1M +4,830 New
ClearBridge Investments
762
ClearBridge Investments
New York
$1.2M
EHWM
763
Eads & Heald Wealth Management
Georgia
$1.19M +$316K +1,381 +41%
MSAM
764
Moloney Securities Asset Management
Missouri
$1.19M +$837K +3,660 +328%
REMPR
765
Roof Eidam Maycock Peralta (REMP)
California
$1.19M +$11.4K +50 +1%
WT
766
Whittier Trust
California
$1.19M +$18.3K +80 +2%
BEAM
767
Baker Ellis Asset Management
Washington
$1.19M
ACM
768
Avalon Capital Management
California
$1.17M -$367K -1,605 -26%
TA
769
Townsend & Associates
Colorado
$1.17M +$1.07M +4,679 New
SSW
770
Smith Shellnut Wilson
Mississippi
$1.16M
LBC
771
Lawrence B. Cohen
$1.15M
SPC
772
Sigma Planning Corp
Michigan
$1.14M +$127K +555 +14%
MWM
773
Merriman Wealth Management
Washington
$1.14M +$124K +543 +14%
Koshinski Asset Management
774
Koshinski Asset Management
Illinois
$1.14M +$327K +1,431 +46%
CIM
775
CIM Investment Management
Pennsylvania
$1.13M -$24.9K -109 -2%

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.