We are live on ! Find out more

1,049 hedge funds and large institutions have $34.8B invested in FedEx in 2016 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 317 increasing their positions, 442 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 54

30% more funds holding in top 10

Funds holding in top 10: 3748 (+11)

16% more capital invested

Capital invested by funds: $30.1B → $34.8B (+$4.67B)

4% more funds holding

Funds holding: 1,0131,049 (+36)

1.56% more ownership

Funds ownership: 73.9%75.46% (+1.6%)

28% less repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 442

43% less call options, than puts

Call options by funds: $665M | Put options by funds: $1.16B

Holders
1,049
Holders Change
+36
Holders Change %
+3.55%
% of All Funds
27.99%
Holding in Top 10
48
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+29.73%
% of All Funds
1.28%
New
103
Increased
317
Reduced
442
Closed
54
Calls
$665M
Puts
$1.16B
Net Calls
-$493M
Net Calls Change
-$227M
Name Holding Trade Value Shares
Change
Change in
Stake
LNB
951
Ledyard National Bank
$107K
HCM
952
Highlander Capital Management
New Jersey
$105K -$278K -1,700 -74%
CFG
953
CKW Financial Group
Hawaii
$105K
NC
954
NewSquare Capital
Pennsylvania
$105K
MWP
955
MYCIO Wealth Partners
Pennsylvania
$104K +$17K +104 +21%
KPCM
956
Kings Point Capital Management
New York
$100K -$49.1K -300 -34%
S
957
SignatureFD
Georgia
$100K
JFA
958
JNBA Financial Advisors
Minnesota
$100K +$93.7K +572 New
VCM
959
Versant Capital Management
Arizona
$93K -$2.95K -18 -3%
NCMG
960
NCM Capital Management Group
North Carolina
$92K
HIIFS
961
Harel Insurance Investments & Financial Services
Israel
$86K -$23.7K -145 -23%
GBBWRPM
962
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$86K
HI
963
Hudock Inc
Pennsylvania
$81K +$164 +1 +0.2%
HPBT
964
High Point Bank & Trust
North Carolina
$79K
GWA
965
Guidant Wealth Advisors
Illinois
$78K +$73.8K +451 New
EDRM
966
Edmond de Rothschild (Monaco)
Monaco
$77K +$72K +440 New
RWA
967
Ropes Wealth Advisors
Massachusetts
$76K -$22.9K -140 -24%
CHC
968
City Holding Co
West Virginia
$73K
KF
969
Krilogy Financial
Missouri
$71K -$29.8K -182 -31%
JIC
970
Joel Isaacson & Co
New York
$70K
MI
971
Markston International
New York
$70K
Carson Wealth (CWM LLC)
972
Carson Wealth (CWM LLC)
Nebraska
$65K -$1.31K -8 -2%
ZB
973
Zions Bancorporation
Utah
$65K +$15.1K +92 +31%
3C
974
361 Capital
Colorado
$65K +$61.2K +374 New
AWM
975
AllSquare Wealth Management
New York
$64K -$5.08K -31 -8%

FDX Hedge Fund Activity: Q3 2016 in Review

1,049 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q3 2016, worth a combined $34.8B — up 16% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new FDX positions and 54 closed out — a net gain of 49 holders — while 317 added to existing stakes and 442 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $202M. The largest seller was BlackRock Advisors, cutting an estimated $128M.

  • 1,049 institutional investors held FedEx (FDX) as of Q3 2016, up from 1,013 in Q2 2016.
  • Funds reported $34.8B of FedEx stock for Q3 2016, up 16% quarter-over-quarter.
  • 103 funds opened new FedEx positions in Q3 2016 and 54 closed out, a net change of +49 holders.
  • The largest FedEx buyer in Q3 2016 was Jennison Associates, an estimated $202M added.
  • The largest FedEx seller in Q3 2016 was BlackRock Advisors, an estimated $128M sold.

Based on aggregated 13F filings for Q3 2016.