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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
WSCM
826
Wellington Shields Capital Management
New York
$917K +$389K +1,700 +86%
GCP
827
GSA Capital Partners
United Kingdom
$915K +$838K +3,665 New
AI
828
Atria Investments
North Carolina
$904K +$156K +682 +23%
AIIMS
829
Analyst IMS Investment Management Services
Israel
$901K -$8.23K -36 -1%
TCM
830
TD Capital Management
Tennessee
$899K -$148K -648 -15%
SCM
831
Schnieders Capital Management
California
$898K +$33.2K +145 +4%
KIA
832
KCM Investment Advisors
California
$892K -$34.8K -152 -4%
CBU
833
CIBC Bank USA
Illinois
$892K +$2.29K +10 +0.3%
KTC
834
Kistler-Tiffany Companies
Pennsylvania
$890K +$127K +556 +18%
BG
835
Bollard Group
Massachusetts
$889K +$1.14K +5 +0.1%
WDA
836
Wendell David Associates
New Hampshire
$887K +$204K +893 +34%
LC
837
Loews Corp
New York
$886K
SSB
838
Sandy Spring Bank
Maryland
$885K +$136K +595 +20%
VWM
839
Valley Wealth Managers
New Jersey
$876K -$43.4K -190 -5%
MPI
840
Mairs & Power Inc
Minnesota
$874K
LBA
841
Letko, Brosseau & Associates
Quebec, Canada
$873K
SL
842
Signition LP
New York
$869K +$796K +3,482 New
STA
843
Summit Trail Advisors
New York
$868K +$742K +3,246 New
DS
844
DRW Securities
Illinois
$862K +$790K +3,456 New
BCM
845
Becker Capital Management
Oregon
$853K -$16.2K -71 -2%
QC
846
Quadrature Capital
United Kingdom
$852K +$781K +3,414 New
FT
847
Fiduciary Trust
Massachusetts
$850K +$106K +464 +16%
SCM
848
Salem Capital Management
Massachusetts
$848K
MNBTD
849
Moody National Bank Trust Division
Texas
$842K
CI
850
Capital International
California
$842K +$772K +3,376 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.