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
SCI
976
S&CO Inc
Massachusetts
$205K +$202K +1,100 New
TTWM
977
TCV Trust & Wealth Management
Virginia
$205K +$202K +1,100 New
FMTCOCP
978
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$205K +$202K +1,100 New
AP
979
Appleton Partners
Massachusetts
$204K -$14.7K -80 -7%
MWM
980
Mission Wealth Management
California
$201K +$198K +1,078 New
SFSG
981
Stearns Financial Services Group
North Carolina
$201K +$198K +1,080 New
OFW
982
Omnia Family Wealth
Florida
$195K +$192K +1,046 New
MCM
983
MV Capital Management
Maryland
$191K
CPIG
984
Chicago Partners Investment Group
Illinois
$186K +$165K +900 +909%
TCM
985
Tradewinds Capital Management
Washington
$182K
GBT
986
Grove Bank & Trust
Florida
$175K +$33K +180 +24%
GLI
987
Guardian Life Insurance
New York
$174K
HIIFS
988
Harel Insurance Investments & Financial Services
Israel
$169K +$75.6K +412 +83%
AIM
989
Advantage Investment Management
Iowa
$157K
AA
990
Ancora Advisors
Ohio
$157K +$155K +845 New
DOA
991
D'Orazio & Associates
Virginia
$154K
PFSC
992
Peoples Financial Services Corp
Pennsylvania
$152K
CS
993
Credential Securities
$126K -$62.4K -340 -34%
BKA
994
Brick & Kyle Associates
Pennsylvania
$124K
SIM
995
Sonora Investment Management
Arizona
$121K
ATC
996
Adirondack Trust Company
New York
$121K
CAW
997
Cornerstone Advisors (Washington)
Washington
$119K
LNB
998
Ledyard National Bank
$115K
CFG
999
CKW Financial Group
Hawaii
$112K
HCM
1000
Highlander Capital Management
New Jersey
$112K

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.