We are live on ! Find out more

1,154 hedge funds and large institutions have $40.3B invested in FedEx in 2017 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 411 increasing their positions, 446 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 63

7% more capital invested

Capital invested by funds: $37.7B → $40.3B (+$2.55B)

3% more funds holding

Funds holding: 1,1161,154 (+38)

1.18% more ownership

Funds ownership: 75.98%77.16% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 4747 (0)

8% less repeat investments, than reductions

Existing positions increased: 411 | Existing positions reduced: 446

9% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $1.43B

Holders
1,154
Holders Change
+38
Holders Change %
+3.41%
% of All Funds
28.73%
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.17%
New
113
Increased
411
Reduced
446
Closed
63
Calls
$1.3B
Puts
$1.43B
Net Calls
-$134M
Net Calls Change
+$225M
Name Holding Trade Value Shares
Change
Change in
Stake
FMA
1051
FNY Managed Accounts
New York
$100K +$98.2K +514 New
HWP
1052
Hefty Wealth Partners
Indiana
$97K +$38.2K +200 +67%
AI
1053
ArchPoint Investors
Florida
$97K +$95.5K +500 New
KF
1054
Krilogy Financial
Missouri
$95K
CCM
1055
Cribstone Capital Management
Maine
$94K +$92.3K +483 New
SIC
1056
Salem Investment Counselors
North Carolina
$91K -$3.25K -17 -4%
HI
1057
Hudock Inc
Pennsylvania
$91K
VCM
1058
Versant Capital Management
Arizona
$90K -$6.11K -32 -6%
HA
1059
Harfst & Associates
Wyoming
$90K +$88.2K +462 New
MWM
1060
Mascoma Wealth Management
New Hampshire
$89K
TRCT
1061
Tower Research Capital (TRC)
New York
$84K -$878K -4,594 -91%
CHC
1062
City Holding Co
West Virginia
$82K
CFA
1063
Carroll Financial Associates
North Carolina
$81K -$1.34K -7 -2%
AIM
1064
Arcadia Investment Management
Michigan
$80K +$11.8K +62 +18%
MIC
1065
MU Investments Company
Japan
$78K -$13.4K -70 -15%
RFA
1066
Reilly Financial Advisors
California
$78K
SBL
1067
Sargent Bickham Lagudis
Colorado
$78K
OFS
1068
Orrstown Financial Services
Pennsylvania
$78K +$76.4K +400 New
RFM
1069
Royal Fund Management
Florida
$77K -$28.7K -150 -27%
PK
1070
Pflug Koory
Nebraska
$77K
GBBWRPM
1071
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$76K -$21.4K -112 -23%
DSC
1072
Duncker Streett & Co
Missouri
$74K +$25.4K +133 +54%
AWM
1073
AllSquare Wealth Management
New York
$72K
GWA
1074
Guidant Wealth Advisors
Illinois
$70K -$9.93K -52 -13%
TSW
1075
Thompson Siegel & Walmsley
Virginia
$68K

FDX Hedge Fund Activity: Q1 2017 in Review

1,154 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q1 2017, worth a combined $40.3B — up 6.8% from $37.7B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new FDX positions and 63 closed out — a net gain of 50 holders — while 411 added to existing stakes and 446 trimmed.

The largest buyer was BlackRock, adding an estimated $2.69B. The largest seller was T. Rowe Price Associates, cutting an estimated $783M.

  • 1,154 institutional investors held FedEx (FDX) as of Q1 2017, up from 1,116 in Q4 2016.
  • Funds reported $40.3B of FedEx stock for Q1 2017, up 6.8% quarter-over-quarter.
  • 113 funds opened new FedEx positions in Q1 2017 and 63 closed out, a net change of +50 holders.
  • The largest FedEx buyer in Q1 2017 was BlackRock, an estimated $2.69B added.
  • The largest FedEx seller in Q1 2017 was T. Rowe Price Associates, an estimated $783M sold.

Based on aggregated 13F filings for Q1 2017.