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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
BHWM
1051
Bar Harbor Wealth Management
New Hampshire
$371K
FIAS
1052
FinTrust Investment Advisory Services
South Carolina
$370K -$4.57K -20 -1%
HH
1053
Hilltop Holdings
Texas
$369K +$338K +1,477 New
NEPWA
1054
New England Private Wealth Advisors
Massachusetts
$368K +$75.7K +331 +30%
HCM
1055
Howland Capital Management
Massachusetts
$367K
BFM
1056
Boston Financial Management
Massachusetts
$367K +$34.3K +150 +11%
SMC
1057
Smith, Moore & Co
Missouri
$364K -$67.7K -296 -17%
WTC
1058
WhitTier Trust Company
Nevada
$363K -$45.7K -200 -12%
QCG
1059
Quadrant Capital Group
Ohio
$363K +$1.83K +8 +0.5%
OIA
1060
OneDigital Investment Advisors
Kansas
$362K +$249K +1,091 +304%
NB
1061
NBT Bank
New York
$354K -$66.1K -289 -17%
HCM
1062
Harvest Capital Management
New Hampshire
$354K
BG
1063
Bahl & Gaynor
Ohio
$353K +$2.74K +12 +0.9%
YIA
1064
YHB Investment Advisors
Connecticut
$353K +$324K +1,415 New
EFS
1065
Essex Financial Services
Connecticut
$352K
PL
1066
Plancorp LLC
Missouri
$351K +$5.49K +24 +2%
TTWM
1067
TCV Trust & Wealth Management
Virginia
$350K -$80K -350 -20%
CS
1068
Credential Securities
$349K -$167K -731 -34%
CCG
1069
Cypress Capital Group
Florida
$349K
MCA
1070
Mercer Capital Advisers
New Jersey
$349K
CT
1071
Coastline Trust
Rhode Island
$348K -$5.72K -25 -2%
PAM
1072
Palisade Asset Management
Minnesota
$347K
KA
1073
Kovack Advisors
Florida
$343K -$62K -271 -16%
HL
1074
HeadInvest LLC
Maine
$343K
MWM
1075
Mission Wealth Management
California
$342K +$68.6K +300 +28%

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.