We are live on ! Find out more

1,154 hedge funds and large institutions have $40.3B invested in FedEx in 2017 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 411 increasing their positions, 446 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 63

7% more capital invested

Capital invested by funds: $37.7B → $40.3B (+$2.55B)

3% more funds holding

Funds holding: 1,1161,154 (+38)

1.18% more ownership

Funds ownership: 75.98%77.16% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 4747 (0)

8% less repeat investments, than reductions

Existing positions increased: 411 | Existing positions reduced: 446

9% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $1.43B

Holders
1,154
Holders Change
+38
Holders Change %
+3.41%
% of All Funds
28.73%
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.17%
New
113
Increased
411
Reduced
446
Closed
63
Calls
$1.3B
Puts
$1.43B
Net Calls
-$134M
Net Calls Change
+$225M
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
801
Kistler-Tiffany Companies
Pennsylvania
$538K +$52.3K +274 +11%
AI
802
Atria Investments
North Carolina
$534K +$141K +740 +37%
FDCC
803
Foster Dykema Cabot & Co
Massachusetts
$531K
LC
804
LCNB Corp
Ohio
$529K -$22.9K -120 -4%
AIM
805
Advantage Investment Management
Iowa
$528K +$356K +1,865 +221%
GI
806
GAMCO Investors
Connecticut
$524K -$19.1K -100 -4%
CBU
807
CIBC Bank USA
Illinois
$523K +$124K +650 +32%
Teacher Retirement System of Texas
808
Teacher Retirement System of Texas
Texas
$518K -$1.97M -10,299 -80%
TAM
809
Tocqueville Asset Management
New York
$517K -$1.7M -8,925 -77%
PP
810
Patten & Patten
Tennessee
$516K +$191K +1,000 +61%
SA
811
SpiderRock Advisors
Delaware
$514K
ZCI
812
Zevenbergen Capital Investments
Washington
$512K +$15.3K +80 +3%
CG
813
CFO4Life Group
Texas
$509K +$498K +2,608 New
MCA
814
Morris Capital Advisors
Pennsylvania
$507K -$4.97K -26 -1%
Kovitz Investment Group Partners
815
Kovitz Investment Group Partners
Illinois
$504K +$9.55K +50 +2%
BC
816
Banced Corp
Illinois
$502K +$36.1K +189 +8%
FHAM
817
Folger Hill Asset Management
New York
$501K +$491K +2,568 New
WCM
818
Weik Capital Management
Pennsylvania
$498K -$47.8K -250 -9%
ACP
819
Ashfield Capital Partners
California
$498K
Cetera Investment Advisers
820
Cetera Investment Advisers
Illinois
$496K +$171K +894 +55%
FMLI
821
Fukoku Mutual Life Insurance
Japan
$488K -$420K -2,200 -47%
MIM
822
Miller Investment Management
Pennsylvania
$488K
WSCM
823
Wellington Shields Capital Management
New York
$488K
BA
824
Birinyi Associates
Connecticut
$488K +$478K +2,500 New
Jones Financial Companies
825
Jones Financial Companies
Missouri
$487K -$204K -1,067 -30%

FDX Hedge Fund Activity: Q1 2017 in Review

1,154 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q1 2017, worth a combined $40.3B — up 6.8% from $37.7B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new FDX positions and 63 closed out — a net gain of 50 holders — while 411 added to existing stakes and 446 trimmed.

The largest buyer was BlackRock, adding an estimated $2.69B. The largest seller was T. Rowe Price Associates, cutting an estimated $783M.

  • 1,154 institutional investors held FedEx (FDX) as of Q1 2017, up from 1,116 in Q4 2016.
  • Funds reported $40.3B of FedEx stock for Q1 2017, up 6.8% quarter-over-quarter.
  • 113 funds opened new FedEx positions in Q1 2017 and 63 closed out, a net change of +50 holders.
  • The largest FedEx buyer in Q1 2017 was BlackRock, an estimated $2.69B added.
  • The largest FedEx seller in Q1 2017 was T. Rowe Price Associates, an estimated $783M sold.

Based on aggregated 13F filings for Q1 2017.