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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
Mariner
851
Mariner
Kansas
$386K +$17.8K +97 +5%
PHS
852
Pekin Hardy Strauss
Illinois
$385K
PP
853
PagnatoKarp Partners
Virginia
$385K +$379K +2,063 New
ZCA
854
Zeke Capital Advisors
Pennsylvania
$382K +$377K +2,054 New
DIA
855
Denver Investment Advisors
Colorado
$379K
CBU
856
CIBC Bank USA
Illinois
$378K -$802K -4,369 -68%
BHWM
857
Bar Harbor Wealth Management
New Hampshire
$376K
ACM
858
Azimuth Capital Management
Michigan
$373K
GS
859
Girard Securities
California
$373K +$367 +2 +0.1%
AI
860
Atria Investments
North Carolina
$372K +$105K +573 +40%
PPCM
861
Pillar Pacific Capital Management
California
$366K +$361K +1,968 New
Los Angeles Capital Management
862
Los Angeles Capital Management
California
$357K +$3.12K +17 +0.9%
RGC
863
Roberts, Glore & Co
Illinois
$355K
EGM
864
Engineers Gate Manager
New York
$353K -$251K -1,368 -42%
WGCA
865
Wolf Group Capital Advisors
Virginia
$353K +$5.14K +28 +1%
WI
866
WrapManager Inc
California
$353K +$348K +1,898 New
WPP
867
Whalerock Point Partners
Rhode Island
$352K +$67K +365 +24%
SFM
868
Signature Financial Management
Virginia
$349K
FNT
869
First National Trust
Pennsylvania
$347K -$5.51K -30 -2%
MJRIC
870
Mogy Joel R Investment Counsel
California
$344K
AMCA
871
Arthur M. Cohen & Associates
Illinois
$343K +$338K +1,840 New
Simplex Trading
872
Simplex Trading
Illinois
$337K +$332K +1,811 New
HA
873
Hamel Associates
New Jersey
$335K -$4.77K -26 -1%
RIA
874
Regal Investment Advisors
Michigan
$334K
WB
875
Webster Bank
Connecticut
$333K -$6.42K -35 -2%

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.