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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
SIC
826
SFE Investment Counsel
California
$440K -$69.7K -380 -14%
HK
827
Horizon Kinetics
New York
$440K -$28.1K -153 -6%
Balyasny Asset Management
828
Balyasny Asset Management
Illinois
$436K -$1.41M -7,659 -77%
GIA
829
Guyasuta Investment Advisors
Pennsylvania
$435K
TSWM
830
Triangle Securities Wealth Management
North Carolina
$434K
SCA
831
Salient Capital Advisors
Texas
$434K +$9.18K +50 +2%
HAG
832
HighPoint Advisor Group
Illinois
$429K +$28.1K +153 +8%
CYG
833
Clean Yield Group
Vermont
$425K
GT
834
Greenleaf Trust
Michigan
$422K +$5.69K +31 +1%
SIM
835
SSI Investment Management
California
$421K -$9.91K -54 -2%
IWM
836
IHT Wealth Management
Illinois
$418K +$409K +2,229 New
RCM
837
RNC Capital Management
California
$417K -$8.26K -45 -2%
VWM
838
Valley Wealth Managers
New Jersey
$412K +$406K +2,210 New
GHCM
839
Glen Harbor Capital Management
California
$408K +$402K +2,192 New
LP
840
LMR Partners
United Kingdom
$404K +$397K +2,165 New
FAM
841
Formidable Asset Management
Ohio
$403K -$44K -240 -10%
NFA
842
Nuveen Fund Advisors
Illinois
$402K +$53.8K +293 +16%
SCM
843
Shelton Capital Management
Colorado
$400K -$82.6K -450 -17%
FSA
844
Franklin Street Advisors
North Carolina
$397K +$5.51K +30 +1%
SF
845
Synovus Financial
Georgia
$393K +$36.2K +197 +10%
EMG
846
Ellington Management Group
Connecticut
$391K -$257K -1,400 -40%
CFP
847
Cornerstone Financial Partners
North Carolina
$391K -$62.9K -343 -14%
BONST
848
Bank of Nova Scotia Trust
Ontario, Canada
$389K
TIA
849
Tiemann Investment Advisors
California
$386K -$45.9K -250 -11%
GIA
850
Granite Investment Advisors
New Hampshire
$386K

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.