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1,226 hedge funds and large institutions have $46.2B invested in FedEx in 2017 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 440 increasing their positions, 460 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 65

3% more funds holding

Funds holding: 1,1861,226 (+40)

3% more capital invested

Capital invested by funds: $44.7B → $46.2B (+$1.51B)

0.51% less ownership

Funds ownership: 76.86%76.35% (-0.51%)

4% less repeat investments, than reductions

Existing positions increased: 440 | Existing positions reduced: 460

9% less funds holding in top 10

Funds holding in top 10: 6963 (-6)

21% less call options, than puts

Call options by funds: $667M | Put options by funds: $850M

Holders
1,226
Holders Change
+40
Holders Change %
+3.37%
% of All Funds
30.57%
Holding in Top 10
63
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.7%
% of All Funds
1.57%
New
115
Increased
440
Reduced
460
Closed
65
Calls
$667M
Puts
$850M
Net Calls
-$182M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
NPC
826
National Planning Corporation
California
$655K -$264K -1,242 -30%
FA
827
FMA Advisory
Pennsylvania
$653K +$7.24K +34 +1%
CONA
828
Capital One National Association
New York
$651K -$240K -1,126 -28%
Kovitz Investment Group Partners
829
Kovitz Investment Group Partners
Illinois
$637K +$24.5K +115 +4%
FBC
830
Fairfield, Bush & Co
Connecticut
$633K -$3.19K -15 -0.5%
ZCI
831
Zevenbergen Capital Investments
Washington
$633K +$1.06K +5 +0.2%
VFA
832
Voya Financial Advisors
Connecticut
$632K +$69.8K +328 +13%
WI
833
Wedgewood Investors
Pennsylvania
$628K -$21.3K -100 -3%
TH
834
TCTC Holdings
Texas
$628K
TWA
835
TCI Wealth Advisors
Arizona
$626K
PPCM
836
Pillar Pacific Capital Management
California
$619K
BSW
837
Buckingham Strategic Wealth
Missouri
$617K +$3.19K +15 +0.6%
AAP
838
Arax Advisory Partners
Colorado
$616K +$152K +713 +35%
WB
839
Webster Bank
Connecticut
$610K -$10.6K -50 -2%
DPIM
840
Duff & Phelps Investment Management
Illinois
$607K -$22.4K -105 -4%
LC
841
LCNB Corp
Ohio
$604K
PP
842
Patten & Patten
Tennessee
$604K +$6.81K +32 +1%
EWM
843
Evercore Wealth Management
New York
$601K -$2.13K -10 -0.4%
CCA
844
Checchi Capital Advisers
California
$600K -$21.3K -100 -4%
APP
845
Avantax Planning Partners
Iowa
$600K +$83.2K +391 +17%
WDA
846
Wendell David Associates
New Hampshire
$600K +$567K +2,662 New
LNC
847
Lincoln National Corp
Pennsylvania
$598K +$1.06K +5 +0.2%
CEP
848
Chicago Equity Partners
Illinois
$590K +$557K +2,615 New
MCA
849
Morris Capital Advisors
Pennsylvania
$587K +$3.19K +15 +0.6%
ASN
850
Advisory Services Network
Georgia
$586K -$26.2K -123 -5%

FDX Hedge Fund Activity: Q3 2017 in Review

1,226 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q3 2017, worth a combined $46.2B — up 3.4% from $44.7B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new FDX positions and 65 closed out — a net gain of 50 holders — while 440 added to existing stakes and 460 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $273M. The largest seller was Southeastern Asset Management, cutting an estimated $169M.

  • 1,226 institutional investors held FedEx (FDX) as of Q3 2017, up from 1,186 in Q2 2017.
  • Funds reported $46.2B of FedEx stock for Q3 2017, up 3.4% quarter-over-quarter.
  • 115 funds opened new FedEx positions in Q3 2017 and 65 closed out, a net change of +50 holders.
  • The largest FedEx buyer in Q3 2017 was Renaissance Technologies, an estimated $273M added.
  • The largest FedEx seller in Q3 2017 was Southeastern Asset Management, an estimated $169M sold.

Based on aggregated 13F filings for Q3 2017.