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FedEx
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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: 1,116 → 1,154 (+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: 47 → 47 (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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.69B
2
JSP
Jackson Square Partners
California
+$431M
3
HCM
Highfields Capital Management
Massachusetts
+$229M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$176M
5
AAMU
Amundi Asset Management US
Massachusetts
+$157M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$783M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$344M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$177M
4
Invesco
Invesco
Georgia
-$68.1M
5
Prudential Financial
Prudential Financial
New Jersey
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1001
Accredited Investors
Minnesota
$216K -$19.9K -104 -9%
SPIA
1002
Steward Partners Investment Advisory
New York
$215K -$16.4K -86 -7%
YIA
1003
YHB Investment Advisors
Connecticut
$215K -$1.91K -10 -0.9%
PFPT
1004
Pinnacle Financial Partners (Tennessee)
Tennessee
$215K -$1.34K -7 -0.6%
BCM
1005
Buckhead Capital Management
Georgia
$215K – – –
FG
1006
Fiduciary Group
Georgia
$215K – – –
SCI
1007
S&CO Inc
Massachusetts
$215K – – –
TTWM
1008
TCV Trust & Wealth Management
Virginia
$215K – – –
HFA
1009
High Falls Advisors
New York
$215K +$210K +1,101 New
FMTCOCP
1010
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$215K – – –
AP
1011
Appleton Partners
Massachusetts
$214K – – –
MWM
1012
Mission Wealth Management
California
$210K – – –
SCM
1013
Sterneck Capital Management
Missouri
$210K +$205K +1,074 New
KSA
1014
Ken Stern & Associates
California
$210K +$211K +1,107 New
AW
1015
Alpha Windward
Massachusetts
$209K -$9.17K -48 -4%
HA
1016
Harbor Advisors
Florida
$209K +$205K +1,071 New
FCIM
1017
Fairview Capital Investment Management
California
$208K +$204K +1,066 New
RWA
1018
Ropes Wealth Advisors
Massachusetts
$206K -$18.3K -96 -8%
LWAC
1019
Laurel Wealth Advisors (California)
California
$206K -$8.02K -42 -4%
OFW
1020
Omnia Family Wealth
Florida
$205K +$191 +1 +0.1%
GLA
1021
Great Lakes Advisors
Illinois
$205K +$200K +1,049 New
DAM
1022
Deltec Asset Management
New York
$205K +$201K +1,050 New
RCAG
1023
Rehmann Capital Advisory Group
Michigan
$205K +$201K +1,051 New
MWP
1024
MYCIO Wealth Partners
Pennsylvania
$204K +$200K +1,045 New
KCM
1025
Kanawha Capital Management
Virginia
$201K +$197K +1,030 New
39 40
41
42 43

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.