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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
PWM
901
Perigon Wealth Management
California
$668K -$372K -1,625 -38%
PP
902
Patten & Patten
Tennessee
$668K
TF
903
TLWM Financial
Texas
$667K +$611K +2,672 New
PI
904
Pettee Investors
Connecticut
$665K +$20.6K +90 +3%
EWM
905
Evercore Wealth Management
New York
$664K
PCM
906
Parsons Capital Management
Rhode Island
$661K +$114K +500 +23%
FAIM
907
Financial Advocates Investment Management
Washington
$659K +$604K +2,642 New
SA
908
Strategic Advisors
New York
$657K +$26.3K +115 +5%
PC
909
Port Capital
Illinois
$654K +$599K +2,620 New
CFP
910
Cornerstone Financial Partners
North Carolina
$652K +$7.78K +34 +1%
CWM
911
Calamos Wealth Management
Illinois
$651K +$596K +2,607 New
MCA
912
Morris Capital Advisors
Pennsylvania
$649K -$229 -1 -0%
CHAM
913
Clear Harbor Asset Management
Connecticut
$648K
HB
914
Homrich & Berg
Georgia
$647K +$29.7K +130 +5%
IB
915
Intrust Bank
Kansas
$644K +$44.1K +193 +8%
IR
916
Invictus RG
Bermuda
$642K +$588K +2,573 New
CONA
917
Capital One National Association
New York
$641K -$71.8K -314 -11%
ACP
918
Ashfield Capital Partners
California
$636K
WCM
919
Weik Capital Management
Pennsylvania
$636K
ST
920
Smithfield Trust
Pennsylvania
$633K +$71.8K +314 +14%
SFS
921
Sowell Financial Services
Arkansas
$632K +$6.17K +27 +1%
WIC
922
Woodmont Investment Counsel
Tennessee
$630K
APP
923
Avantax Planning Partners
Iowa
$627K -$33.2K -145 -5%
SPIA
924
Steward Partners Investment Advisory
New York
$625K +$310K +1,356 +118%
VFPI
925
Vantage Financial Partners (Illinois)
Illinois
$625K +$572K +2,500 New

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.