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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
AF
1026
Allworth Financial
California
$60K
CB
1027
Community Bank
New York
$57K
RFS
1028
Rockefeller Financial Services
New York
$57K
LF
1029
Lee Financial
Texas
$57K +$56.3K +307 New
HWP
1030
Hefty Wealth Partners
Indiana
$55K
WOC
1031
West Oak Capital
California
$53.8K +$13.8K +75 +35%
WEC
1032
Winslow Evans & Crocker
Massachusetts
$50.3K
TC
1033
Trust Company
Kansas
$50K
H
1034
Hexavest
Quebec, Canada
$48K +$47K +256 New
SWA
1035
Sutton Wealth Advisors
Florida
$47.5K
BBHC
1036
Brown Brothers Harriman & Co
New York
$47K
TDC
1037
Thompson Davis & Co
Virginia
$47K
DSC
1038
Duncker Streett & Co
Missouri
$46K +$184 +1 +0.4%
FFC
1039
First Financial Corp
Indiana
$41K -$12.3K -67 -23%
PCTC
1040
Perkins Coie Trust Company
Washington
$40K +$39.5K +215 New
EFSCE
1041
Enterprise Financial Services Corp (EFSC)
Missouri
$39K
VNA
1042
Valley National Advisers
Pennsylvania
$38K
WA
1043
WealthTrust-Arizona
Arizona
$38K
NSIM
1044
North Star Investment Management
Illinois
$38K +$3.67K +20 +11%
NC
1045
NewSquare Capital
Pennsylvania
$37K -$73.4K -400 -67%
HIM
1046
Hillsdale Investment Management
Ontario, Canada
$37K -$18.4K -100 -33%
GAM
1047
Gemmer Asset Management
California
$37K
TCCM
1048
Timber Creek Capital Management
Massachusetts
$37K
BGIM
1049
Brandywine Global Investment Management
Pennsylvania
$37K +$36K +196 New
PMFA
1050
Plante Moran Financial Advisors
Michigan
$36K +$17.6K +96 +98%

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.