FedEx
1,186 hedge funds and large institutions have $44.7B invested in FedEx in 2017 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 414 increasing their positions, 444 reducing their positions, and 70 closing their positions.
56% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 70
47% more funds holding in top 10
Funds holding in top 10: 47 → 69 (+22)
11% more capital invested
Capital invested by funds: $40.3B → $44.7B (+$4.4B)
3% more funds holding
Funds holding: 1,154 → 1,186 (+32)
0.3% less ownership
Funds ownership: 77.16% → 76.86% (-0.3%)
7% less repeat investments, than reductions
Existing positions increased: 414 | Existing positions reduced: 444
13% less call options, than puts
Call options by funds: $1.03B | Put options by funds: $1.18B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$242M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$138M |
| 3 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
+$138M |
| 4 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$128M |
| 5 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$126M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$392M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$269M |
| 3 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$180M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$118M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$83.6M |
FDX Hedge Fund Activity: Q2 2017 in Review
1,186 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q2 2017, worth a combined $44.7B — up 11% from $40.3B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new FDX positions and 70 closed out — a net gain of 39 holders — while 414 added to existing stakes and 444 trimmed.
The largest buyer was Davis Selected Advisers, adding an estimated $242M. The largest seller was T. Rowe Price Associates, cutting an estimated $392M.
- 1,186 institutional investors held FedEx (FDX) as of Q2 2017, up from 1,154 in Q1 2017.
- Funds reported $44.7B of FedEx stock for Q2 2017, up 11% quarter-over-quarter.
- 109 funds opened new FedEx positions in Q2 2017 and 70 closed out, a net change of +39 holders.
- The largest FedEx buyer in Q2 2017 was Davis Selected Advisers, an estimated $242M added.
- The largest FedEx seller in Q2 2017 was T. Rowe Price Associates, an estimated $392M sold.
Based on aggregated 13F filings for Q2 2017.