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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
PMFA
1076
Plante Moran Financial Advisors
Michigan
$68K +$29.2K +153 +79%
AF
1077
Allworth Financial
California
$63K
RFS
1078
Rockefeller Financial Services
New York
$59K
JCM
1079
Jacobi Capital Management
Pennsylvania
$59K +$57.7K +302 New
CB
1080
Community Bank
New York
$55K -$4.97K -26 -8%
TC
1081
Trust Company
Kansas
$53K
WEC
1082
Winslow Evans & Crocker
Massachusetts
$52.7K
PCP
1083
Proficio Capital Partners
Massachusetts
$52K +$35.3K +185 +223%
TDC
1084
Thompson Davis & Co
Virginia
$50K +$191 +1 +0.4%
CAG
1085
Crestwood Advisors Group
Massachusetts
$50K +$50.2K +263 New
SWA
1086
Sutton Wealth Advisors
Florida
$49.8K
LF
1087
Lee Financial
Texas
$49K -$10.9K -57 -19%
BIG
1088
Bellwether Investment Group
Tennessee
$48K -$60.4K -316 -56%
MIHAS
1089
Maj Invest Holding A/S
Denmark
$47K +$46K +241 New
GRP
1090
Global Retirement Partners
California
$46K +$9.55K +50 +27%
NSIM
1091
North Star Investment Management
Illinois
$44K +$3.82K +20 +10%
PCTC
1092
Perkins Coie Trust Company
Washington
$42K
EA
1093
Edge Advisors
Georgia
$42K +$14.3K +75 +52%
IUHSA
1094
Itau Unibanco Holding S.A.
Brazil
$41K +$40.5K +212 New
EFSCE
1095
Enterprise Financial Services Corp (EFSC)
Missouri
$40K
WA
1096
WealthTrust-Arizona
Arizona
$40K
ZB
1097
Zions Bancorporation
Utah
$39K -$36.7K -192 -49%
BGIM
1098
Brandywine Global Investment Management
Pennsylvania
$39K
GAM
1099
Gemmer Asset Management
California
$39K
NC
1100
NewSquare Capital
Pennsylvania
$39K

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.