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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
MCM
1026
MAI Capital Management
Ohio
$407K +$46.2K +202 +14%
CNBT
1027
Canandaigua National Bank & Trust
New York
$406K -$1.37K -6 -0.4%
BO
1028
Bach Option
Hong Kong
$405K +$371K +1,623 New
DWM
1029
Doyle Wealth Management
Florida
$404K +$68.8K +301 +23%
FHA
1030
Flagship Harbor Advisors
Massachusetts
$403K -$5.72K -25 -2%
LOAMS
1031
Lombard Odier Asset Management (Switzerland)
Switzerland
$400K -$1.23M -5,357 -77%
DA
1032
Doliver Advisors
Texas
$399K -$36.6K -160 -9%
CFG
1033
Citizens Financial Group
Rhode Island
$398K -$3.43K -15 -0.9%
BJL
1034
Brighton Jones LLC
Washington
$392K +$6.86K +30 +2%
GWS
1035
Glassman Wealth Services
Virginia
$391K -$14.4K -63 -4%
TMAM
1036
Tokio Marine Asset Management
Japan
$390K -$136K -593 -28%
MWAC
1037
Mariner Wealth Advisors (Cincinnati)
Ohio
$386K +$6.86K +30 +2%
CIC
1038
Carnegie Investment Counsel
Ohio
$382K +$17.4K +76 +5%
PWLP
1039
Prio Wealth Limited Partnership
Massachusetts
$380K
FPFS
1040
First Personal Financial Services
North Carolina
$379K +$84.8K +371 +32%
CW
1041
Cabot-Wellington
Massachusetts
$375K
BA
1042
Birinyi Associates
Connecticut
$374K
RB
1043
Rodgers Brothers
Pennsylvania
$374K
SI
1044
Shaker Investments
Ohio
$374K
VFM
1045
Viking Fund Management
North Dakota
$374K
BAS
1046
Brown Advisory Securities
Maryland
$374K +$8.69K +38 +3%
NI
1047
Numeric Investors
Massachusetts
$374K +$343K +1,500 New
SPM
1048
Symmetry Peak Management
Pennsylvania
$374K +$343K +1,500 New
AP
1049
Appleton Partners
Massachusetts
$373K -$56.9K -249 -14%
NB
1050
Nicolet Bankshares
Wisconsin
$371K -$9.15K -40 -3%

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.