We are live on ! Find out more

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
FMLI
926
Fukoku Mutual Life Insurance
Japan
$624K
MIM
927
Miller Investment Management
Pennsylvania
$624K
DAM
928
Deltec Asset Management
New York
$624K +$572K +2,500 New
HCM
929
Harvey Capital Management
Florida
$623K
GT
930
Glenview Trust
Kentucky
$620K +$27.2K +119 +5%
AP
931
AHL Partners
United Kingdom
$615K -$26.8K -117 -5%
GIM
932
Groesbeck Investment Management
New Jersey
$609K -$16K -70 -3%
BAM
933
Belpointe Asset Management
Nevada
$606K +$249K +1,088 +81%
HAM
934
Highstreet Asset Management
Ontario, Canada
$604K +$113K +496 +26%
RA
935
Rational Advisors
New York
$594K +$544K +2,378 New
MMPW
936
Mitchell McLeod Pugh & Williams
Alabama
$593K
TSWM
937
Triangle Securities Wealth Management
North Carolina
$593K
GT
938
Greenleaf Trust
Michigan
$589K +$22.6K +99 +4%
TIAAOA
939
Teachers Insurance & Annuity Association of America
New York
$574K +$526K +2,298 New
GSC
940
G&S Capital
Colorado
$574K +$526K +2,300 New
Capstone Investment Advisors
941
Capstone Investment Advisors
New York
$573K +$526K +2,300 New
HSA
942
HBK Sorce Advisory
Pennsylvania
$572K +$80K +350 +18%
RIA
943
Regal Investment Advisors
Michigan
$568K +$110K +480 +27%
CA
944
Cetera Advisors
Colorado
$567K +$5.03K +22 +1%
Rafferty Asset Management
945
Rafferty Asset Management
New York
$567K +$520K +2,274 New
PFS
946
Prospera Financial Services
Texas
$566K +$124K +541 +34%
SLAM
947
Swiss Life Asset Management
$565K -$1.13M -4,942 -69%
RMAM
948
Raab & Moskowitz Asset Management
New Jersey
$560K
FWM
949
Frontier Wealth Management
Missouri
$559K -$608K -2,660 -54%
SIM
950
SSI Investment Management
California
$553K -$686 -3 -0.1%

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.