We are live on ! Find out more

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
BWM
951
BigSur Wealth Management
Florida
$224K +$220K +1,200 New
Fuller & Thaler Asset Management
952
Fuller & Thaler Asset Management
California
$223K
MHIC
953
Marble Harbor Investment Counsel
Massachusetts
$223K
BDF
954
Balasa Dinverno & Foltz
$222K +$219K +1,195 New
QAM
955
QCI Asset Management
New York
$221K
SPIA
956
Steward Partners Investment Advisory
New York
$221K +$218K +1,189 New
SC
957
SouthState Corp
Florida
$220K -$5.51K -30 -2%
PNC
958
Park National Corp
Ohio
$218K
MIM
959
Marco Investment Management
Georgia
$217K
MM
960
Meridian Management
Arkansas
$217K
EFS
961
Essex Financial Services
Connecticut
$217K +$213K +1,163 New
FPFS
962
First Personal Financial Services
North Carolina
$215K +$95.8K +522 +83%
RWA
963
Ropes Wealth Advisors
Massachusetts
$215K +$131K +715 +164%
Fisher Asset Management
964
Fisher Asset Management
Washington
$214K +$211K +1,148 New
RWMH
965
Riverpoint Wealth Management Holdings
Illinois
$214K +$213K +1,160 New
YIA
966
YHB Investment Advisors
Connecticut
$213K +$210K +1,145 New
MFBTD
967
MB Financial Bank - Trust Department
Illinois
$209K +$12.8K +70 +7%
AW
968
Alpha Windward
Massachusetts
$208K +$1.1K +6 +0.5%
PFPT
969
Pinnacle Financial Partners (Tennessee)
Tennessee
$207K +$204K +1,110 New
KA
970
Kovack Advisors
Florida
$207K +$204K +1,112 New
PCA
971
Personal Capital Advisors
California
$207K +$204K +1,114 New
MCM
972
McRae Capital Management
New Jersey
$206K +$203K +1,104 New
LWAC
973
Laurel Wealth Advisors (California)
California
$205K -$169K -920 -46%
BCM
974
Buckhead Capital Management
Georgia
$205K +$202K +1,100 New
FG
975
Fiduciary Group
Georgia
$205K +$202K +1,100 New

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.