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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
RWA
901
River Wealth Advisors
Pennsylvania
$288K -$2.2K -12 -0.8%
AWM
902
Altavista Wealth Management
North Carolina
$288K
MCA
903
Mercer Capital Advisers
New Jersey
$286K
CA
904
Cetera Advisors
Colorado
$282K -$10.8K -59 -4%
RB
905
Rodgers Brothers
Pennsylvania
$279K
ABC
906
Associated Banc-Corp
Wisconsin
$276K +$30.1K +164 +12%
HCM
907
Howland Capital Management
Massachusetts
$274K +$270K +1,469 New
MWAC
908
Mariner Wealth Advisors (Cincinnati)
Ohio
$273K -$93.6K -510 -26%
VC
909
Vicus Capital
Pennsylvania
$273K +$15K +82 +6%
CFMC
910
Curbstone Financial Management Corp
New Hampshire
$272K -$294K -1,600 -52%
PL
911
Plancorp LLC
Missouri
$272K +$270K +1,469 New
NB
912
Nicolet Bankshares
Wisconsin
$270K +$4.22K +23 +2%
YWP
913
YorkBridge Wealth Partners
New York
$269K +$258K +1,407 New
AAP
914
Arax Advisory Partners
Colorado
$268K +$264K +1,439 New
BRWA
915
B. Riley Wealth Advisors
Florida
$266K -$14.5K -79 -5%
HCM
916
Harvest Capital Management
New Hampshire
$264K
CPP
917
Crow Point Partners
Massachusetts
$262K +$258K +1,405 New
CCG
918
Cypress Capital Group
Florida
$261K
PP
919
Palladium Partners
Virginia
$261K
HDIM
920
Hanson & Doremus Investment Management
Vermont
$260K
FCB
921
First Command Bank
Texas
$260K +$256K +1,395 New
FCFS
922
First Command Financial Services
Texas
$260K +$256K +1,395 New
PAM
923
Palisade Asset Management
Minnesota
$259K
MCM
924
MAI Capital Management
Ohio
$259K +$255K +1,390 New
OC
925
Oakworth Capital
Alabama
$258K

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.