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1,226 hedge funds and large institutions have $46.2B invested in FedEx in 2017 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 440 increasing their positions, 460 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 65

3% more funds holding

Funds holding: 1,1861,226 (+40)

3% more capital invested

Capital invested by funds: $44.7B → $46.2B (+$1.51B)

0.51% less ownership

Funds ownership: 76.86%76.35% (-0.51%)

4% less repeat investments, than reductions

Existing positions increased: 440 | Existing positions reduced: 460

9% less funds holding in top 10

Funds holding in top 10: 6963 (-6)

21% less call options, than puts

Call options by funds: $667M | Put options by funds: $850M

Holders
1,226
Holders Change
+40
Holders Change %
+3.37%
% of All Funds
30.57%
Holding in Top 10
63
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.7%
% of All Funds
1.57%
New
115
Increased
440
Reduced
460
Closed
65
Calls
$667M
Puts
$850M
Net Calls
-$182M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
MFW
1101
Meristem Family Wealth
Minnesota
$203K +$192K +901 New
LW
1102
Linscomb Wealth
Texas
$203K +$192K +902 New
WA
1103
Waverly Advisors
Alabama
$201K +$190K +891 New
IIA
1104
IPG Investment Advisors
California
$201K +$189K +890 New
SC
1105
SRB Corp
Massachusetts
$186K +$175K +824 New
BC
1106
Barnett & Company
Tennessee
$175K -$58.5K -275 -26%
OC
1107
Oakworth Capital
Alabama
$171K
GBT
1108
Grove Bank & Trust
Florida
$169K -$8.52K -40 -5%
SA
1109
SpiderRock Advisors
Delaware
$160K
RFA
1110
Reilly Financial Advisors
California
$158K
SIM
1111
Sonora Investment Management
Arizona
$147K
ATC
1112
Adirondack Trust Company
New York
$146K +$7.45K +35 +6%
TDC
1113
Thompson Davis & Co
Virginia
$146K +$60.3K +283 +78%
CAW
1114
Cornerstone Advisors (Washington)
Washington
$145K
CCM
1115
Cribstone Capital Management
Maine
$144K +$31.7K +149 +30%
HWP
1116
Hefty Wealth Partners
Indiana
$142K
TF
1117
Tompkins Financial
New York
$140K
CFA
1118
Carroll Financial Associates
North Carolina
$140K +$51.1K +240 +61%
ARMT
1119
Amica Retiree Medical Trust
Rhode Island
$139K
PK
1120
Pflug Koory
Nebraska
$139K
SQA
1121
Simon Quick Advisors
New Jersey
$136K +$129K +605 New
NAMA
1122
Nikko Asset Management Americas
New York
$135K -$213K -1,000 -63%
CFG
1123
CKW Financial Group
Hawaii
$135K
HCM
1124
Highlander Capital Management
New Jersey
$135K
Financial Engines Advisors
1125
Financial Engines Advisors
California
$132K +$125K +587 New

FDX Hedge Fund Activity: Q3 2017 in Review

1,226 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q3 2017, worth a combined $46.2B — up 3.4% from $44.7B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new FDX positions and 65 closed out — a net gain of 50 holders — while 440 added to existing stakes and 460 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $273M. The largest seller was Southeastern Asset Management, cutting an estimated $169M.

  • 1,226 institutional investors held FedEx (FDX) as of Q3 2017, up from 1,186 in Q2 2017.
  • Funds reported $46.2B of FedEx stock for Q3 2017, up 3.4% quarter-over-quarter.
  • 115 funds opened new FedEx positions in Q3 2017 and 65 closed out, a net change of +50 holders.
  • The largest FedEx buyer in Q3 2017 was Renaissance Technologies, an estimated $273M added.
  • The largest FedEx seller in Q3 2017 was Southeastern Asset Management, an estimated $169M sold.

Based on aggregated 13F filings for Q3 2017.