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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
PFGIA
1076
Patriot Financial Group Insurance Agency
Massachusetts
$19K +$18.4K +100 New
AA
1077
Apriem Advisors
California
$19K +$18.5K +101 New
BTIS
1078
BB&T Investment Services
North Carolina
$17K +$16.5K +90 New
PCP
1079
Proficio Capital Partners
Massachusetts
$15K +$367 +2 +2%
AWMS
1080
Advocacy Wealth Management Services
Georgia
$14K -$1.28K -7 -8%
BAM
1081
Bruderman Asset Management
New York
$13K
AIL
1082
AGF Investments LLC
Ontario, Canada
$12K +$11K +60 New
FFW
1083
Fusion Family Wealth
New York
$12K +$11.4K +62 New
APSP
1084
Asset Planning Services (Pennsylvania)
Pennsylvania
$11K
SIG
1085
Stanford Investment Group
California
$10K +$9.73K +53 New
VCM
1086
Vigilant Capital Management
Maine
$9K
SFS
1087
Sowell Financial Services
Arkansas
$9K +$8.26K +45 New
IWA
1088
IBEX Wealth Advisors
New Jersey
$9K +$8.99K +49 New
CHP
1089
Cable Hill Partners
Oregon
$9K +$9.18K +50 New
NYLT
1090
New York Life Trust
New York
$8K +$6.06K +33 +275%
BWM
1091
Baystate Wealth Management
Massachusetts
$8K +$7.34K +40 New
CIA
1092
Cascade Investment Advisors
Oregon
$7.45K +$7.34K +40 New
MUS
1093
Mitsubishi UFJ Securities
Japan
$7K -$23.9K -130 -76%
FMP
1094
Financial Management Professionals
Texas
$7K
ADL
1095
Asset Dedication LLC
California
$6K
LYV
1096
Live Your Vision
Pennsylvania
$5K
WA
1097
Winfield Associates
Ohio
$5K
SIAP
1098
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K +$5.32K +29 New
FAN
1099
Financial Advisors Network
California
$4.9K +$4.59K +25 New
PRS
1100
Pinkerton Retirement Specialists
Idaho
$4K

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.