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
FMI
76
Factory Mutual Insurance
Massachusetts
$92.3M -$10.5M -46,100 -11%
AQR Capital Management
77
AQR Capital Management
Connecticut
$91.5M -$42.7M -186,631 -34%
LCM
78
Lakewood Capital Management
New York
$90.6M +$15M +65,700 +22%
Principal Financial Group
79
Principal Financial Group
Iowa
$90M +$852K +3,725 +1%
Federated Hermes
80
Federated Hermes
Pennsylvania
$88.8M -$37.3K -163 -0%
NSCM
81
New South Capital Management
Tennessee
$87.6M +$2.98M +13,049 +4%
CRM
82
Cramer Rosenthal McGlynn
Connecticut
$87.3M -$9.59M -41,940 -11%
Renaissance Technologies
83
Renaissance Technologies
New York
$87.3M -$213M -930,400 -73%
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
$87.3M -$800K -3,500 -1%
PRO
85
Pensioenfonds Rail & OV
Netherlands
$86.4M -$1.69M -7,374 -2%
CIP
86
Cornerstone Investment Partners
Georgia
$85.7M +$1.89M +8,259 +2%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$85.5M -$4.06M -17,768 -5%
Allianz Asset Management
88
Allianz Asset Management
Germany
$83.8M -$15.7M -68,682 -17%
APG Asset Management
89
APG Asset Management
Netherlands
$81.6M +$4.5M +19,700 +5%
JWBC
90
John W. Bristol & Co
New York
$81.4M -$3.64M -15,921 -5%
Janus Henderson Group
91
Janus Henderson Group
United Kingdom
$80M +$14.5M +63,394 +25%
Stifel Financial
92
Stifel Financial
Missouri
$78.1M +$11M +48,320 +18%
HCM
93
Highline Capital Management
New York
$77.1M +$34.3M +150,000 +94%
Millennium Management
94
Millennium Management
New York
$76.3M -$11.1M -48,689 -14%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$74.5M +$580K +2,538 +0.9%
Two Sigma Investments
96
Two Sigma Investments
New York
$73.7M +$43.2M +189,105 +178%
Barclays
97
Barclays
United Kingdom
$73.5M +$21.6M +94,327 +47%
DC
98
Davenport & Co
Virginia
$70.3M -$485K -2,120 -0.7%
State of Wisconsin Investment Board
99
State of Wisconsin Investment Board
Wisconsin
$69.6M +$2.21M +9,665 +4%
IAM
100
Impala Asset Management
Florida
$66.5M +$24.4M +106,646 +67%

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.