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1,154 hedge funds and large institutions have $40.3B invested in FedEx in 2017 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 411 increasing their positions, 446 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 63

7% more capital invested

Capital invested by funds: $37.7B → $40.3B (+$2.55B)

3% more funds holding

Funds holding: 1,1161,154 (+38)

1.18% more ownership

Funds ownership: 75.98%77.16% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 4747 (0)

8% less repeat investments, than reductions

Existing positions increased: 411 | Existing positions reduced: 446

9% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $1.43B

Holders
1,154
Holders Change
+38
Holders Change %
+3.41%
% of All Funds
28.73%
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.17%
New
113
Increased
411
Reduced
446
Closed
63
Calls
$1.3B
Puts
$1.43B
Net Calls
-$134M
Net Calls Change
+$225M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
951
Oakworth Capital
Alabama
$262K
EFS
952
Essex Financial Services
Connecticut
$261K +$32.9K +172 +15%
Lido Advisors
953
Lido Advisors
California
$261K +$261K +1,366 New
CL
954
CPWM LLC
Washington
$260K
BFIM
955
Beese Fulmer Investment Management
Ohio
$259K +$1.53K +8 +0.6%
NG
956
Northstar Group
New York
$255K -$9.55K -50 -4%
SFM
957
Systematic Financial Management
New Jersey
$255K +$249K +1,305 New
BC
958
Barnett & Company
Tennessee
$254K
BCA
959
Benchmark Capital Advisors
New York
$254K
DWM
960
Doyle Wealth Management
Florida
$254K +$249K +1,303 New
YWP
961
YorkBridge Wealth Partners
New York
$253K -$12.6K -66 -5%
CPIG
962
Chicago Partners Investment Group
Illinois
$253K +$57.3K +300 +30%
FPF
963
FNY Partners Fund
New York
$253K +$57.3K +300 +30%
JSL
964
JT Stratford LLC
Georgia
$253K +$248K +1,298 New
FHC
965
First Heartland Consultants
Missouri
$252K +$7.83K +41 +3%
GWS
966
Glassman Wealth Services
Virginia
$249K
WSC
967
Wellington Shields & Co
New York
$249K
ABC
968
Associated Banc-Corp
Wisconsin
$248K -$39.7K -208 -14%
CAI
969
Capital Advisors Inc
Oklahoma
$248K +$13.4K +70 +6%
BBHC
970
Brown Brothers Harriman & Co
New York
$247K +$194K +1,014 +406%
CG
971
Clinton Group
New York
$246K -$1.66M -8,665 -87%
FLI
972
Family Legacy Inc
South Carolina
$246K +$241K +1,260 New
CT
973
Coastline Trust
Rhode Island
$244K -$4.78K -25 -2%
DP
974
Dearborn Partners
Illinois
$243K
TNAM
975
Terra Nova Asset Management
New York
$242K +$237K +1,240 New

FDX Hedge Fund Activity: Q1 2017 in Review

1,154 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q1 2017, worth a combined $40.3B — up 6.8% from $37.7B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new FDX positions and 63 closed out — a net gain of 50 holders — while 411 added to existing stakes and 446 trimmed.

The largest buyer was BlackRock, adding an estimated $2.69B. The largest seller was T. Rowe Price Associates, cutting an estimated $783M.

  • 1,154 institutional investors held FedEx (FDX) as of Q1 2017, up from 1,116 in Q4 2016.
  • Funds reported $40.3B of FedEx stock for Q1 2017, up 6.8% quarter-over-quarter.
  • 113 funds opened new FedEx positions in Q1 2017 and 63 closed out, a net change of +50 holders.
  • The largest FedEx buyer in Q1 2017 was BlackRock, an estimated $2.69B added.
  • The largest FedEx seller in Q1 2017 was T. Rowe Price Associates, an estimated $783M sold.

Based on aggregated 13F filings for Q1 2017.