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1,378 hedge funds and large institutions have $50B invested in FedEx in 2017 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 490 increasing their positions, 437 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 53

38% more funds holding in top 10

Funds holding in top 10: 6387 (+24)

12% more funds holding

Funds holding: 1,2261,378 (+152)

12% more repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 437

8% more capital invested

Capital invested by funds: $46.2B → $50B (+$3.83B)

1.53% less ownership

Funds ownership: 76.35%74.82% (-1.5%)

48% less call options, than puts

Call options by funds: $652M | Put options by funds: $1.25B

Holders
1,378
Holders Change
+152
Holders Change %
+12.4%
% of All Funds
31.25%
Holding in Top 10
87
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+38.1%
% of All Funds
1.97%
New
215
Increased
490
Reduced
437
Closed
53
Calls
$652M
Puts
$1.25B
Net Calls
-$600M
Net Calls Change
-$417M
Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
1101
Burke & Herbert Bank & Trust
Virginia
$305K +$2.29K +10 +0.8%
CRC
1102
Curi RMB Capital
Illinois
$305K +$280K +1,223 New
FLI
1103
Family Legacy Inc
South Carolina
$305K +$280K +1,223 New
RCM
1104
RNC Capital Management
California
$304K -$915 -4 -0.3%
RHBC
1105
R.H. Bluestein & Co
Michigan
$304K
AIM
1106
Achmea Investment Management
Netherlands
$301K -$751K -3,283 -73%
BWM
1107
BigSur Wealth Management
Florida
$300K
ESBC
1108
E.S. Barr & Co
Kentucky
$299K
MHIC
1109
Marble Harbor Investment Counsel
Massachusetts
$299K
VFA
1110
Valeo Financial Advisors
Indiana
$296K +$6.17K +27 +2%
CCT
1111
Country Club Trust
Missouri
$296K +$25.2K +110 +10%
CG
1112
Corundum Group
Colorado
$292K +$229 +1 +0.1%
NFA
1113
Nuveen Fund Advisors
Illinois
$291K -$59.9K -262 -18%
MIM
1114
Marco Investment Management
Georgia
$291K
CSIC
1115
Clifford Swan Investment Counsel
California
$290K
SWM
1116
SeaCrest Wealth Management
New York
$290K +$266K +1,164 New
MCM
1117
Mitchell Capital Management
Kansas
$289K +$265K +1,157 New
BCA
1118
Benchmark Capital Advisors
New York
$287K
EAM
1119
Evanson Asset Management
California
$286K +$263K +1,148 New
AWM
1120
Arbor Wealth Management
Florida
$282K
BFO
1121
Biltmore Family Office
North Carolina
$282K +$258K +1,127 New
PNC
1122
Park National Corp
Ohio
$281K
WGCA
1123
Wolf Group Capital Advisors
Virginia
$281K
AI
1124
Accredited Investors
Minnesota
$278K +$457 +2 +0.2%
NIC
1125
Northwest Investment Counselors
Oregon
$275K +$252K +1,103 New

FDX Hedge Fund Activity: Q4 2017 in Review

1,378 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q4 2017, worth a combined $50B — up 8.3% from $46.2B a quarter earlier.

Buyers outnumbered sellers: 215 funds opened new FDX positions and 53 closed out — a net gain of 162 holders — while 490 added to existing stakes and 437 trimmed.

The largest buyer was Jennison Associates, adding an estimated $271M. The largest seller was Wellington Management Group, cutting an estimated $692M.

  • 1,378 institutional investors held FedEx (FDX) as of Q4 2017, up from 1,226 in Q3 2017.
  • Funds reported $50B of FedEx stock for Q4 2017, up 8.3% quarter-over-quarter.
  • 215 funds opened new FedEx positions in Q4 2017 and 53 closed out, a net change of +162 holders.
  • The largest FedEx buyer in Q4 2017 was Jennison Associates, an estimated $271M added.
  • The largest FedEx seller in Q4 2017 was Wellington Management Group, an estimated $692M sold.

Based on aggregated 13F filings for Q4 2017.