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1,226 hedge funds and large institutions have $46.2B invested in FedEx in 2017 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 440 increasing their positions, 460 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 65

3% more funds holding

Funds holding: 1,1861,226 (+40)

3% more capital invested

Capital invested by funds: $44.7B → $46.2B (+$1.51B)

0.51% less ownership

Funds ownership: 76.86%76.35% (-0.51%)

4% less repeat investments, than reductions

Existing positions increased: 440 | Existing positions reduced: 460

9% less funds holding in top 10

Funds holding in top 10: 6963 (-6)

21% less call options, than puts

Call options by funds: $667M | Put options by funds: $850M

Holders
1,226
Holders Change
+40
Holders Change %
+3.37%
% of All Funds
30.57%
Holding in Top 10
63
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.7%
% of All Funds
1.57%
New
115
Increased
440
Reduced
460
Closed
65
Calls
$667M
Puts
$850M
Net Calls
-$182M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
GEM
926
Global Endowment Management
North Carolina
$406K
RIA
927
Regal Investment Advisors
Michigan
$405K
SFM
928
Signature Financial Management
Virginia
$405K +$40.2K +189 +11%
RGC
929
Roberts, Glore & Co
Illinois
$403K
FANJ
930
Financial Architects (New Jersey)
New Jersey
$403K +$22.8K +107 +6%
FSA
931
Franklin Street Advisors
North Carolina
$400K -$21.3K -100 -5%
EA
932
Elm Advisors
California
$400K
DA
933
Doliver Advisors
Texas
$396K +$105K +492 +39%
SMC
934
Smith, Moore & Co
Missouri
$396K +$374K +1,756 New
TTWM
935
TCV Trust & Wealth Management
Virginia
$395K +$138K +650 +59%
AP
936
Appleton Partners
Massachusetts
$394K +$138K +650 +59%
Los Angeles Capital Management
937
Los Angeles Capital Management
California
$387K -$126K -594 -26%
NB
938
NBT Bank
New York
$386K -$16K -75 -4%
HDIM
939
Hanson & Doremus Investment Management
Vermont
$385K +$66K +310 +22%
CPIG
940
Chicago Partners Investment Group
Illinois
$385K +$197K +926 +119%
RCAG
941
Rehmann Capital Advisory Group
Michigan
$384K +$46.6K +219 +15%
BMC
942
Beaton Management Company
Massachusetts
$383K
BDF
943
Balasa Dinverno & Foltz
$382K +$36.8K +173 +11%
BOS
944
Bingham Osborn & Scarborough
California
$381K +$105K +495 +41%
JSL
945
JT Stratford LLC
Georgia
$380K +$22.1K +104 +7%
SS
946
Sunbelt Securities
Texas
$379K +$358K +1,681 New
DG
947
Davidson & Garrard
Virginia
$377K +$44.7K +210 +14%
VST
948
Van Strum & Towne
California
$375K -$10.2K -48 -3%
WTC
949
WhitTier Trust Company
Nevada
$373K +$1.28K +6 +0.4%
GIA
950
Granite Investment Advisors
New Hampshire
$372K

FDX Hedge Fund Activity: Q3 2017 in Review

1,226 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q3 2017, worth a combined $46.2B — up 3.4% from $44.7B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new FDX positions and 65 closed out — a net gain of 50 holders — while 440 added to existing stakes and 460 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $273M. The largest seller was Southeastern Asset Management, cutting an estimated $169M.

  • 1,226 institutional investors held FedEx (FDX) as of Q3 2017, up from 1,186 in Q2 2017.
  • Funds reported $46.2B of FedEx stock for Q3 2017, up 3.4% quarter-over-quarter.
  • 115 funds opened new FedEx positions in Q3 2017 and 65 closed out, a net change of +50 holders.
  • The largest FedEx buyer in Q3 2017 was Renaissance Technologies, an estimated $273M added.
  • The largest FedEx seller in Q3 2017 was Southeastern Asset Management, an estimated $169M sold.

Based on aggregated 13F filings for Q3 2017.