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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
BWP
1051
Baldwin Wealth Partners
Massachusetts
$35K -$12.8K -70 -27%
RAM
1052
Riggs Asset Management
Pennsylvania
$34K +$11.9K +65 +55%
GRP
1053
Global Retirement Partners
California
$34K +$33.8K +184 New
MPWT
1054
MassMutual Private Wealth & Trust
Connecticut
$30.4K +$29.9K +163 New
WPA
1055
West Paces Advisors
Georgia
$29K +$28.6K +156 New
HR
1056
Howe & Rusling
New York
$27K +$4.04K +22 +18%
HCC
1057
Hirtle Callaghan & Co
Pennsylvania
$26K -$15.4K -84 -38%
M
1058
MOTCO
Texas
$26K
EA
1059
Edge Advisors
Georgia
$26K +$26.6K +145 New
TFO
1060
Tarbox Family Office
California
$25K
KT
1061
Kanaly Trust
Texas
$25K +$6.42K +35 +35%
EF
1062
Empirical Finance
Pennsylvania
$25K +$23.9K +130 New
CG
1063
Cutler Group
California
$24K
IP
1064
Isthmus Partners
Wisconsin
$24K
CAL
1065
Capital Analysts LLC
Pennsylvania
$24K +$14.7K +80 +160%
GI
1066
Gradient Investments
Minnesota
$23K
SHJ
1067
Sharkey, Howes & Javer
Colorado
$23K
CFD
1068
Creative Financial Designs
Indiana
$21K +$20.9K +114 New
BAM
1069
Barrett Asset Management
New York
$19K
CMBA
1070
C.M. Bidwell & Associates
Hawaii
$19K
ECM
1071
Exchange Capital Management
Michigan
$19K
IIC
1072
Integrated Investment Consultants
Michigan
$19K
PG
1073
Patten Group
Tennessee
$19K
PVH
1074
Psagot Value Holdings
Israel
$19K
AOWM
1075
Alpha Omega Wealth Management
Virginia
$19K +$18.4K +100 New

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.