We are live on ! Find out more

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
PCAP
776
Pratt Collard Advisory Partners
New York
$1.13M +$1.04M +4,528 New
FQ
777
First Quadrant
California
$1.13M -$3.82M -16,695 -79%
ATC
778
Argent Trust Co
Tennessee
$1.11M -$18.8K -82 -2%
BIM
779
Baldwin Investment Management
Pennsylvania
$1.1M -$11.4K -50 -1%
RCM
780
Riverhead Capital Management
Delaware
$1.1M +$91.9K +402 +10%
ASN
781
Advisory Services Network
Georgia
$1.1M +$415K +1,813 +70%
CNAM
782
Campbell Newman Asset Management
Wisconsin
$1.1M -$5.49K -24 -0.5%
SCA
783
Snowden Capital Advisors
New York
$1.09M +$173K +758 +21%
AMI
784
Amica Mutual Insurance
Rhode Island
$1.09M -$249K -1,090 -20%
NA
785
NewEdge Advisors
Louisiana
$1.08M +$105K +461 +13%
CWS
786
Cypress Wealth Services
California
$1.08M +$988K +4,321 New
SFG
787
SevenBridge Financial Group
Pennsylvania
$1.08M -$8K -35 -0.8%
NAM
788
North American Management
Massachusetts
$1.07M
SOAMC
789
Spirit of America Management Corp
New York
$1.07M
CWM
790
Confluence Wealth Management
Oregon
$1.07M -$174K -759 -15%
TAM
791
Tyers Asset Management
Texas
$1.07M +$211K +924 +27%
PIM
792
Penobscot Investment Management
Massachusetts
$1.07M +$257K +1,125 +36%
TCM
793
Traynor Capital Management
Pennsylvania
$1.07M +$130K +567 +15%
SI
794
Sentry Investments
Ontario, Canada
$1.06M -$5.89M -25,749 -86%
WIC
795
Whitegate Investment Counselors
New Hampshire
$1.05M +$77.8K +340 +9%
QAM
796
Quantres Asset Management
Cayman Islands
$1.05M +$960K +4,200 New
CICI
797
Capital Investment Counsel Inc
North Carolina
$1.04M -$22.9K -100 -2%
TAM
798
Tiverton Asset Management
Delaware
$1.03M +$947K +4,141 New
VC
799
Vicus Capital
Pennsylvania
$1.02M +$110K +481 +13%
Balyasny Asset Management
800
Balyasny Asset Management
Illinois
$1.02M +$932K +4,076 New

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.