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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
HSA
926
HBK Sorce Advisory
Pennsylvania
$257K -$16.5K -90 -6%
HL
927
HeadInvest LLC
Maine
$255K +$252K +1,371 New
NED
928
Nancy E. Dempze
$253K
NG
929
Northstar Group
New York
$252K
CCA
930
Catalyst Capital Advisors
New York
$251K
SA
931
Strategic Advisors
New York
$249K -$8.99K -49 -4%
CL
932
CPWM LLC
Washington
$248K -$57.4K -313 -19%
BFIM
933
Beese Fulmer Investment Management
Ohio
$246K
AW
934
ACG Wealth
Georgia
$245K -$1.28K -7 -0.5%
Acadian Asset Management
935
Acadian Asset Management
Massachusetts
$244K -$235K -1,278 -49%
BC
936
Barnett & Company
Tennessee
$242K -$317K -1,725 -57%
BCA
937
Benchmark Capital Advisors
New York
$242K
RHBC
938
R.H. Bluestein & Co
Michigan
$238K
CT
939
Coastline Trust
Rhode Island
$237K
GWS
940
Glassman Wealth Services
Virginia
$237K +$193K +1,050 +469%
WSC
941
Wellington Shields & Co
New York
$237K +$234K +1,275 New
RP
942
Riverbridge Partners
Minnesota
$235K +$14.3K +78 +7%
ARMT
943
Amica Retiree Medical Trust
Rhode Island
$234K
FHC
944
First Heartland Consultants
Missouri
$233K -$13.9K -76 -6%
ESBC
945
E.S. Barr & Co
Kentucky
$233K
DP
946
Dearborn Partners
Illinois
$231K +$918 +5 +0.4%
HTC
947
Haverford Trust Company
Pennsylvania
$227K -$96K -523 -30%
HH
948
Hilltop Holdings
Texas
$226K
AI
949
Accredited Investors
Minnesota
$226K +$222K +1,212 New
CAI
950
Capital Advisors Inc
Oklahoma
$224K

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.