We are live on ! Find out more

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
ANRIA
851
American National Registered Investment Advisor
Texas
$841K
GP
852
Girard Partners
Pennsylvania
$838K -$16.9K -74 -2%
VFA
853
Voya Financial Advisors
Connecticut
$838K +$128K +561 +20%
HIIFS
854
Harel Insurance Investments & Financial Services
Israel
$835K +$457K +1,997 +148%
WAS
855
WESPAC Advisors SoCal
California
$825K +$11.4K +50 +2%
BAM
856
Berkshire Asset Management
Pennsylvania
$820K -$15.6K -68 -2%
SB
857
Simmons Bank
Arkansas
$813K -$28.6K -125 -4%
Verition Fund Management
858
Verition Fund Management
Connecticut
$811K -$870K -3,803 -54%
FNT
859
First National Trust
Pennsylvania
$810K +$13K +57 +2%
AWM
860
Aries Wealth Management
Maine
$808K +$674K +2,946 New
TCM
861
Tributary Capital Management
Nebraska
$799K -$114K -500 -14%
LPIC
862
LeJeune Puetz Investment Counsel
Michigan
$796K
SJIM
863
St. Johns Investment Management
Florida
$779K -$86.4K -378 -11%
GHCM
864
Glen Harbor Capital Management
California
$778K +$154K +672 +27%
FNBT
865
FineMark National Bank & Trust
Florida
$776K +$36.1K +158 +5%
SSG
866
Summit Securities Group
New York
$774K +$709K +3,100 New
HAG
867
HighPoint Advisor Group
Illinois
$771K +$21.7K +95 +3%
BSW
868
Buckingham Strategic Wealth
Missouri
$765K +$75.5K +330 +12%
SI
869
SII Investments
Wisconsin
$762K -$113K -495 -14%
FA
870
FMA Advisory
Pennsylvania
$762K +$35.7K +156 +5%
CCA
871
Checchi Capital Advisers
California
$760K +$88.7K +388 +15%
NF
872
Nikulski Financial
Iowa
$756K +$693K +3,029 New
RIM
873
Rampart Investment Management
Connecticut
$754K -$2.29K -10 -0.3%
CAM
874
CenterStar Asset Management
Illinois
$752K
CCG
875
Ceeto Capital Group
Florida
$750K

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.