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
YWP
976
YorkBridge Wealth Partners
New York
$483K +$197K +861 +80%
HTC
977
Haverford Trust Company
Pennsylvania
$482K +$108K +473 +32%
MC
978
Moors & Cabot
Massachusetts
$480K -$71.8K -314 -14%
NB
979
Northwest Bancshares
Pennsylvania
$479K +$439K +1,920 New
GG
980
Gofen & Glossberg
Illinois
$478K +$2.29K +10 +0.5%
ACM
981
Azimuth Capital Management
Michigan
$475K
CG
982
Colony Group
Massachusetts
$472K -$113K -495 -21%
TIA
983
Tiemann Investment Advisors
California
$470K -$43.4K -190 -9%
SCM
984
Shelton Capital Management
Colorado
$469K
PAS
985
Park Avenue Securities
New York
$467K -$2.97K -13 -0.7%
FHC
986
First Heartland Consultants
Missouri
$465K -$12.8K -56 -3%
NL
987
NWAM LLC
Washington
$465K
MJRIC
988
Mogy Joel R Investment Counsel
California
$462K
FANJ
989
Financial Architects (New Jersey)
New Jersey
$460K +$12.6K +55 +3%
FCB
990
First Command Bank
Texas
$458K +$2.29K +10 +0.5%
FCFS
991
First Command Financial Services
Texas
$458K +$2.29K +10 +0.5%
SFSIG
992
San Francisco Sentry Investment Group
California
$451K -$142K -620 -26%
Fisher Asset Management
993
Fisher Asset Management
Washington
$451K +$173K +758 +72%
CCM
994
CrestPoint Capital Management
Missouri
$449K -$297K -1,300 -42%
BTIS
995
BB&T Investment Services
North Carolina
$449K +$36.8K +161 +10%
SFM
996
Signature Financial Management
Virginia
$448K -$43.2K -189 -10%
RWA
997
River Wealth Advisors
Pennsylvania
$448K +$38.9K +170 +10%
PFPT
998
Pinnacle Financial Partners (Tennessee)
Tennessee
$446K +$116K +508 +40%
RGC
999
Roberts, Glore & Co
Illinois
$445K
SS
1000
Sunbelt Securities
Texas
$445K +$23.8K +104 +6%

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.