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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
VNA
1101
Valley National Advisers
Pennsylvania
$38K -$1.91K -10 -5%
BWP
1102
Baldwin Wealth Partners
Massachusetts
$37K
RAM
1103
Riggs Asset Management
Pennsylvania
$36K
CAL
1104
Capital Analysts LLC
Pennsylvania
$33K +$7.45K +39 +30%
MPWT
1105
MassMutual Private Wealth & Trust
Connecticut
$31.8K
WPA
1106
West Paces Advisors
Georgia
$30.4K
AA
1107
Apriem Advisors
California
$29K +$9.36K +49 +49%
M
1108
MOTCO
Texas
$27K
FPS
1109
Fieldpoint Private Securities
Connecticut
$27K +$26.6K +139 New
HCC
1110
Hirtle Callaghan & Co
Pennsylvania
$26K
TFO
1111
Tarbox Family Office
California
$26K
IP
1112
Isthmus Partners
Wisconsin
$25K
SHJ
1113
Sharkey, Howes & Javer
Colorado
$24K
Barrow, Hanley, Mewhinney & Strauss
1114
Barrow, Hanley, Mewhinney & Strauss
Texas
$24K +$23.3K +122 New
CFD
1115
Creative Financial Designs
Indiana
$22K
BTIS
1116
BB&T Investment Services
North Carolina
$21K +$2.87K +15 +17%
AOWM
1117
Alpha Omega Wealth Management
Virginia
$20K
BAM
1118
Barrett Asset Management
New York
$20K
CMBA
1119
C.M. Bidwell & Associates
Hawaii
$20K
ECM
1120
Exchange Capital Management
Michigan
$20K
IIC
1121
Integrated Investment Consultants
Michigan
$20K
PFGIA
1122
Patriot Financial Group Insurance Agency
Massachusetts
$20K
PVH
1123
Psagot Value Holdings
Israel
$20K
TCCM
1124
Timber Creek Capital Management
Massachusetts
$19K -$19.1K -100 -50%
WOC
1125
West Oak Capital
California
$17.4K -$38.2K -200 -69%

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.