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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
EA
1001
Elm Advisors
California
$443K
FSA
1002
Franklin Street Advisors
North Carolina
$443K
CC
1003
Cedar Capital
Illinois
$441K +$37.7K +165 +10%
ID
1004
Integral Derivatives
New York
$439K +$403K +1,761 New
PSC
1005
Prentiss Smith & Co
Vermont
$436K -$8.11M -35,455 -95%
BDF
1006
Balasa Dinverno & Foltz
$432K +$8.92K +39 +2%
IA
1007
IFG Advisory
Georgia
$432K +$397K +1,735 New
CFMC
1008
Curbstone Financial Management Corp
New Hampshire
$430K -$402K -1,760 -51%
RCM
1009
RB Capital Management
Nevada
$429K +$50.5K +221 +15%
CA
1010
Cynosure Advisors
Utah
$429K +$393K +1,720 New
Los Angeles Capital Management
1011
Los Angeles Capital Management
California
$428K
Schroder Investment Management Group
1012
Schroder Investment Management Group
United Kingdom
$426K -$40.6M -177,633 -99%
HDIM
1013
Hanson & Doremus Investment Management
Vermont
$426K
BMC
1014
Beaton Management Company
Massachusetts
$424K
BOS
1015
Bingham Osborn & Scarborough
California
$421K
RBA
1016
Richard Bernstein Advisors
New York
$421K +$386K +1,687 New
CPIG
1017
Chicago Partners Investment Group
Illinois
$419K -$6.4K -28 -2%
LSAG
1018
Lake Street Advisors Group
New Hampshire
$419K +$384K +1,679 New
AWM
1019
Altavista Wealth Management
North Carolina
$417K +$48.7K +213 +15%
DCM
1020
Dupont Capital Management
Delaware
$416K -$1.06M -4,645 -74%
VST
1021
Van Strum & Towne
California
$412K -$2.74K -12 -0.7%
GIA
1022
Granite Investment Advisors
New Hampshire
$411K
CA
1023
Clearstead Advisors
Ohio
$409K +$28.6K +125 +8%
EWM
1024
Evermay Wealth Management
Virginia
$409K +$56K +245 +18%
CA
1025
Cambridge Advisors
Nebraska
$407K

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.