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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
LNC
826
Lincoln National Corp
Pennsylvania
$487K -$32.7K -171 -6%
HCM
827
Harvey Capital Management
Florida
$487K
CA
828
Cetera Advisors
Colorado
$484K +$180K +944 +62%
RMAM
829
Raab & Moskowitz Asset Management
New Jersey
$481K -$18.9K -99 -4%
SF
830
Synovus Financial
Georgia
$480K +$65.9K +345 +16%
ACI
831
Alpha Cubed Investments
California
$476K +$7.26K +38 +2%
EHWM
832
Eads & Heald Wealth Management
Georgia
$474K -$5.73K -30 -1%
Nomura Holdings
833
Nomura Holdings
Japan
$470K -$2.13M -11,165 -82%
MMPW
834
Mitchell McLeod Pugh & Williams
Alabama
$464K -$12K -63 -3%
VFA
835
Voya Financial Advisors
Connecticut
$464K +$2.48K +13 +0.5%
TSWM
836
Triangle Securities Wealth Management
North Carolina
$464K +$8.6K +45 +2%
BHWM
837
Bar Harbor Wealth Management
New Hampshire
$447K +$51.8K +271 +13%
HK
838
Horizon Kinetics
New York
$445K -$15.7K -82 -3%
SIM
839
SSI Investment Management
California
$442K -$1.72K -9 -0.4%
IWM
840
IHT Wealth Management
Illinois
$440K +$2.87K +15 +0.7%
FFS
841
Founders Financial Securities
Maryland
$437K +$427K +2,237 New
HI
842
Horizon Investments
North Carolina
$437K +$427K +2,237 New
SIC
843
SFE Investment Counsel
California
$436K -$11.5K -60 -3%
FNT
844
First National Trust
Pennsylvania
$433K +$68K +356 +19%
PPCM
845
Pillar Pacific Capital Management
California
$431K +$45.8K +240 +12%
FIM
846
Freedom Investment Management
Connecticut
$426K +$417K +2,184 New
SAM
847
Silvercrest Asset Management
New York
$425K -$388K -2,031 -48%
BFA
848
Bragg Financial Advisors
North Carolina
$423K -$51.8K -271 -11%
PHS
849
Pekin Hardy Strauss
Illinois
$423K +$19.1K +100 +5%
WB
850
Webster Bank
Connecticut
$420K +$69.5K +364 +20%

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.