We are live on ! Find out more

1,154 hedge funds and large institutions have $40.3B invested in FedEx in 2017 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 411 increasing their positions, 446 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 63

7% more capital invested

Capital invested by funds: $37.7B → $40.3B (+$2.55B)

3% more funds holding

Funds holding: 1,1161,154 (+38)

1.18% more ownership

Funds ownership: 75.98%77.16% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 4747 (0)

8% less repeat investments, than reductions

Existing positions increased: 411 | Existing positions reduced: 446

9% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $1.43B

Holders
1,154
Holders Change
+38
Holders Change %
+3.41%
% of All Funds
28.73%
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.17%
New
113
Increased
411
Reduced
446
Closed
63
Calls
$1.3B
Puts
$1.43B
Net Calls
-$134M
Net Calls Change
+$225M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
901
B. Riley Wealth Advisors
Florida
$323K +$43.6K +228 +16%
Mariner
902
Mariner
Kansas
$320K -$83.1K -435 -21%
CNBT
903
Canandaigua National Bank & Trust
New York
$318K -$22.9K -120 -7%
QCG
904
Quadrant Capital Group
Ohio
$318K +$7.64K +40 +2%
FHA
905
Flagship Harbor Advisors
Massachusetts
$316K
BFEC
906
Benjamin F. Edwards & Company
Missouri
$316K +$3.82K +20 +1%
MC
907
Moors & Cabot
Massachusetts
$315K
NA
908
NewEdge Advisors
Louisiana
$315K +$307K +1,608 New
LOAMS
909
Lombard Odier Asset Management (Switzerland)
Switzerland
$313K +$306K +1,603 New
NAMA
910
Nikko Asset Management Americas
New York
$312K -$191K -1,000 -38%
CHAM
911
Clear Harbor Asset Management
Connecticut
$312K
Verition Fund Management
912
Verition Fund Management
Connecticut
$310K -$384K -2,011 -56%
HB
913
Homrich & Berg
Georgia
$310K +$3.63K +19 +1%
HIIFS
914
Harel Insurance Investments & Financial Services
Israel
$308K +$141K +739 +81%
CA
915
Clearstead Advisors
Ohio
$306K +$300K +1,569 New
AWM
916
Altavista Wealth Management
North Carolina
$302K
RWA
917
River Wealth Advisors
Pennsylvania
$302K
KA
918
Kovack Advisors
Florida
$301K +$82.1K +430 +39%
UFF
919
USA Financial Formulas
Michigan
$300K -$3.15M -16,499 -91%
PWLP
920
Prio Wealth Limited Partnership
Massachusetts
$297K -$1.27M -6,665 -81%
SFSIG
921
San Francisco Sentry Investment Group
California
$296K +$290K +1,519 New
RB
922
Rodgers Brothers
Pennsylvania
$293K
SI
923
Shaker Investments
Ohio
$293K +$287K +1,500 New
HCM
924
Howland Capital Management
Massachusetts
$287K
WIA
925
Westbourne Investment Advisors
Maryland
$286K -$244K -1,280 -47%

FDX Hedge Fund Activity: Q1 2017 in Review

1,154 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q1 2017, worth a combined $40.3B — up 6.8% from $37.7B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new FDX positions and 63 closed out — a net gain of 50 holders — while 411 added to existing stakes and 446 trimmed.

The largest buyer was BlackRock, adding an estimated $2.69B. The largest seller was T. Rowe Price Associates, cutting an estimated $783M.

  • 1,154 institutional investors held FedEx (FDX) as of Q1 2017, up from 1,116 in Q4 2016.
  • Funds reported $40.3B of FedEx stock for Q1 2017, up 6.8% quarter-over-quarter.
  • 113 funds opened new FedEx positions in Q1 2017 and 63 closed out, a net change of +50 holders.
  • The largest FedEx buyer in Q1 2017 was BlackRock, an estimated $2.69B added.
  • The largest FedEx seller in Q1 2017 was T. Rowe Price Associates, an estimated $783M sold.

Based on aggregated 13F filings for Q1 2017.