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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
KPCM
1001
Kings Point Capital Management
New York
$106K
AIS
1002
Accurate Investment Solutions
Pennsylvania
$106K +$91.8K +500 +714%
BIG
1003
Bellwether Investment Group
Tennessee
$104K +$103K +560 New
RFM
1004
Royal Fund Management
Florida
$102K +$101K +549 New
AC
1005
Alexandria Capital
Virginia
$96K -$70.5K -384 -43%
KF
1006
Krilogy Financial
Missouri
$95K +$18.5K +101 +25%
GBBWRPM
1007
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$93K
VCM
1008
Versant Capital Management
Arizona
$91K -$7.52K -41 -8%
SIC
1009
Salem Investment Counselors
North Carolina
$90K +$3.12K +17 +4%
PAA
1010
Peregrine Asset Advisers
Oregon
$88K -$147K -800 -61%
MIC
1011
MU Investments Company
Japan
$88K -$47.7K -260 -36%
HI
1012
Hudock Inc
Pennsylvania
$86K
MWM
1013
Mascoma Wealth Management
New Hampshire
$85K +$83.5K +455 New
HPBT
1014
High Point Bank & Trust
North Carolina
$84K
CFA
1015
Carroll Financial Associates
North Carolina
$79K +$12.3K +67 +19%
GWA
1016
Guidant Wealth Advisors
Illinois
$78K -$7.34K -40 -9%
CHC
1017
City Holding Co
West Virginia
$78K
JIC
1018
Joel Isaacson & Co
New York
$74K
MI
1019
Markston International
New York
$74K
SBL
1020
Sargent Bickham Lagudis
Colorado
$74K
RFA
1021
Reilly Financial Advisors
California
$74K +$56.7K +309 +343%
ZB
1022
Zions Bancorporation
Utah
$72K
AWM
1023
AllSquare Wealth Management
New York
$69K
AIM
1024
Arcadia Investment Management
Michigan
$65K
TSW
1025
Thompson Siegel & Walmsley
Virginia
$65K

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.