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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
GG
876
Gofen & Glossberg
Illinois
$333K
APP
877
Avantax Planning Partners
Iowa
$333K +$328K +1,788 New
EA
878
Elm Advisors
California
$331K
IB
879
Intrust Bank
Kansas
$329K -$551 -3 -0.2%
CNBT
880
Canandaigua National Bank & Trust
New York
$326K
WTC
881
WhitTier Trust Company
Nevada
$326K
CFG
882
Citizens Financial Group
Rhode Island
$321K
FANJ
883
Financial Architects (New Jersey)
New Jersey
$321K +$23.1K +126 +8%
VST
884
Van Strum & Towne
California
$318K
MTIM
885
Marathon Trading Investment Management
Pennsylvania
$317K +$312K +1,700 New
CW
886
Cabot-Wellington
Massachusetts
$316K
NB
887
NBT Bank
New York
$316K +$24K +131 +8%
PCM
888
Parsons Capital Management
Rhode Island
$313K +$11.4K +62 +4%
CA
889
Cambridge Advisors
Nebraska
$310K -$14.7K -80 -5%
CWM
890
Cornerstone Wealth Management
Missouri
$309K +$14.9K +81 +5%
Cetera Investment Advisers
891
Cetera Investment Advisers
Illinois
$308K +$300K +1,633 New
PP
892
Patten & Patten
Tennessee
$306K -$27.5K -150 -8%
EIM
893
Essex Investment Management
Massachusetts
$306K +$302K +1,646 New
MC
894
Moors & Cabot
Massachusetts
$300K -$44.4K -242 -13%
CHAM
895
Clear Harbor Asset Management
Connecticut
$298K
BFEC
896
Benjamin F. Edwards & Company
Missouri
$298K +$42.2K +230 +17%
FHA
897
Flagship Harbor Advisors
Massachusetts
$298K +$294K +1,602 New
QCG
898
Quadrant Capital Group
Ohio
$296K +$184 +1 +0.1%
HB
899
Homrich & Berg
Georgia
$293K -$250K -1,364 -46%
DG
900
Davidson & Garrard
Virginia
$291K +$23.5K +128 +9%

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.