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1,226 hedge funds and large institutions have $46.2B invested in FedEx in 2017 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 440 increasing their positions, 460 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 65

3% more funds holding

Funds holding: 1,1861,226 (+40)

3% more capital invested

Capital invested by funds: $44.7B → $46.2B (+$1.51B)

0.51% less ownership

Funds ownership: 76.86%76.35% (-0.51%)

4% less repeat investments, than reductions

Existing positions increased: 440 | Existing positions reduced: 460

9% less funds holding in top 10

Funds holding in top 10: 6963 (-6)

21% less call options, than puts

Call options by funds: $667M | Put options by funds: $850M

Holders
1,226
Holders Change
+40
Holders Change %
+3.37%
% of All Funds
30.57%
Holding in Top 10
63
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.7%
% of All Funds
1.57%
New
115
Increased
440
Reduced
460
Closed
65
Calls
$667M
Puts
$850M
Net Calls
-$182M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
1026
Burke & Herbert Bank & Trust
Virginia
$274K +$2.13K +10 +0.8%
BWM
1027
BigSur Wealth Management
Florida
$271K
ESBC
1028
E.S. Barr & Co
Kentucky
$271K
MHIC
1029
Marble Harbor Investment Counsel
Massachusetts
$271K
RWMH
1030
Riverpoint Wealth Management Holdings
Illinois
$265K +$8.52K +40 +3%
MIM
1031
Marco Investment Management
Georgia
$263K
VFA
1032
Valeo Financial Advisors
Indiana
$262K +$247K +1,161 New
CSIC
1033
Clifford Swan Investment Counsel
California
$262K +$247K +1,162 New
SHGA
1034
Sand Hill Global Advisors
California
$261K -$9.58K -45 -4%
JIC
1035
Joel Isaacson & Co
New York
$261K +$246K +1,155 New
FPFS
1036
First Personal Financial Services
North Carolina
$259K -$29.6K -139 -11%
SPIA
1037
Steward Partners Investment Advisory
New York
$259K +$5.96K +28 +2%
BCA
1038
Benchmark Capital Advisors
New York
$259K +$10.6K +50 +5%
FDCC
1039
Foster Dykema Cabot & Co
Massachusetts
$254K -$339K -1,594 -59%
PNC
1040
Park National Corp
Ohio
$254K -$11.3K -53 -4%
HFA
1041
High Falls Advisors
New York
$254K +$426 +2 +0.2%
CAI
1042
Capital Advisors Inc
Oklahoma
$252K
MSAM
1043
Moloney Securities Asset Management
Missouri
$252K +$238K +1,116 New
AI
1044
Accredited Investors
Minnesota
$251K +$426 +2 +0.2%
NEPWA
1045
New England Private Wealth Advisors
Massachusetts
$250K
GS
1046
Girard Securities
California
$249K -$107K -503 -31%
AWM
1047
Arbor Wealth Management
Florida
$249K
WGCA
1048
Wolf Group Capital Advisors
Virginia
$249K
CFA
1049
Capstone Financial Advisors
Illinois
$249K +$235K +1,105 New
BCM
1050
Buckhead Capital Management
Georgia
$248K

FDX Hedge Fund Activity: Q3 2017 in Review

1,226 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q3 2017, worth a combined $46.2B — up 3.4% from $44.7B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new FDX positions and 65 closed out — a net gain of 50 holders — while 440 added to existing stakes and 460 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $273M. The largest seller was Southeastern Asset Management, cutting an estimated $169M.

  • 1,226 institutional investors held FedEx (FDX) as of Q3 2017, up from 1,186 in Q2 2017.
  • Funds reported $46.2B of FedEx stock for Q3 2017, up 3.4% quarter-over-quarter.
  • 115 funds opened new FedEx positions in Q3 2017 and 65 closed out, a net change of +50 holders.
  • The largest FedEx buyer in Q3 2017 was Renaissance Technologies, an estimated $273M added.
  • The largest FedEx seller in Q3 2017 was Southeastern Asset Management, an estimated $169M sold.

Based on aggregated 13F filings for Q3 2017.