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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
SA
1101
SRH Advisors
Kansas
$4K +$3.67K +20 New
LS
1102
Livforsakringsbolaget Skandia
Sweden
$3.78K +$1.77M +9,667 +91%
AssetMark Inc
1103
AssetMark Inc
California
$3K -$37.6K -205 -92%
DSN
1104
D. Scott Neal
Kentucky
$3K
EWM
1105
Endurance Wealth Management
Rhode Island
$3K
RI
1106
Redwood Investments
Massachusetts
$2K
NSB
1107
Norway Savings Bank
Maine
$2K +$1.83K +10 New
DPA
1108
Delphi Private Advisors
California
$1K
NR
1109
Newfound Research
Massachusetts
$1K
PCFFS
1110
Pacific Center for Financial Services
California
$1K +$734 +4 New
IPC
1111
Independent Portfolio Consultants
Florida
$1K +$1.1K +6 New
BFM
1112
Boothbay Fund Management
New York
$518 +$67.7K +369 +15%
AWM
1113
Arbor Wealth Management
Florida
$218 +$208K +1,134 New
FPF
1114
FNY Partners Fund
New York
$186 +$184K +1,000 New
SLF
1115
Sun Life Financial
Ontario, Canada
$134 +$4.59K +25 New
PK
1116
Pflug Koory
Nebraska
$73 +$72.1K +393 New
MTB
1117
Mizuho Trust & Banking
Japan
-$93.8M -537,063 Closed
SAM
1118
Scopus Asset Management
New York
-$67.5M -386,180 Closed
Boston Partners
1119
Boston Partners
Massachusetts
-$29.1M -166,741 Closed
CGM
1120
Capital Growth Management
Massachusetts
-$24.5M -140,000 Closed
QC
1121
Quadrature Capital
United Kingdom
-$20.9M -119,673 Closed
Two Sigma Investments
1122
Two Sigma Investments
New York
-$21.8M -118,913 Closed
SC
1123
Shellback Capital
Massachusetts
-$19.4M -110,826 Closed
WMSA
1124
Weiss Multi-Strategy Advisers
New York
-$5.96M -34,148 Closed
FHAM
1125
Folger Hill Asset Management
New York
-$4.79M -27,426 Closed

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.