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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
PIM
976
Penobscot Investment Management
Massachusetts
$241K +$236K +1,235 New
RHBC
977
R.H. Bluestein & Co
Michigan
$240K -$9.55K -50 -4%
RP
978
Riverbridge Partners
Minnesota
$240K -$6.49K -34 -3%
BDF
979
Balasa Dinverno & Foltz
$240K +$6.49K +34 +3%
HTC
980
Haverford Trust Company
Pennsylvania
$238K
HH
981
Hilltop Holdings
Texas
$238K
Koshinski Asset Management
982
Koshinski Asset Management
Illinois
$237K +$232K +1,213 New
GS
983
Girard Securities
California
$235K -$153K -800 -40%
BHBT
984
Burke & Herbert Bank & Trust
Virginia
$235K +$230K +1,203 New
ESBC
985
E.S. Barr & Co
Kentucky
$234K -$9.55K -50 -4%
Fuller & Thaler Asset Management
986
Fuller & Thaler Asset Management
California
$234K
MHIC
987
Marble Harbor Investment Counsel
Massachusetts
$234K
CIC
988
Carnegie Investment Counsel
Ohio
$233K +$235K +1,230 New
SC
989
SouthState Corp
Florida
$231K
BWM
990
BigSur Wealth Management
Florida
$229K
FPFS
991
First Personal Financial Services
North Carolina
$229K +$3.82K +20 +2%
MM
992
Meridian Management
Arkansas
$228K
PNC
993
Park National Corp
Ohio
$228K
MIM
994
Marco Investment Management
Georgia
$227K
RWMH
995
Riverpoint Wealth Management Holdings
Illinois
$227K
GI
996
Gradient Investments
Minnesota
$223K +$194K +1,018 +828%
SFSG
997
Stearns Financial Services Group
North Carolina
$222K +$10.7K +56 +5%
AWM
998
Arbor Wealth Management
Florida
$217K
EWA
999
EP Wealth Advisors
California
$217K +$212K +1,110 New
NEPWA
1000
New England Private Wealth Advisors
Massachusetts
$217K +$213K +1,116 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.