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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
FA
1126
Fortis Advisors
Pennsylvania
$16K +$15.3K +80 New
AWMS
1127
Advocacy Wealth Management Services
Georgia
$15K
AIS
1128
Accurate Investment Solutions
Pennsylvania
$14K -$95.5K -500 -88%
MAS
1129
Madden Advisory Services
Florida
$13K +$13.4K +70 New
APSP
1130
Asset Planning Services (Pennsylvania)
Pennsylvania
$12K
CHP
1131
Cable Hill Partners
Oregon
$10K
WP
1132
WealthPLAN Partners
Nebraska
$8.03K +$7.83K +41 New
CIA
1133
Cascade Investment Advisors
Oregon
$7.81K
BWM
1134
Baystate Wealth Management
Massachusetts
$7K
AIL
1135
AGF Investments LLC
Ontario, Canada
$6K -$5.73K -30 -50%
ADL
1136
Asset Dedication LLC
California
$6K
LYV
1137
Live Your Vision
Pennsylvania
$5K
AAF
1138
Andra AP-fonden
Sweden
$4.35K +$516K +2,700 +14%
MUS
1139
Mitsubishi UFJ Securities
Japan
$4K -$3.82K -20 -50%
SA
1140
SRH Advisors
Kansas
$4K
ST
1141
Somerset Trust
Pennsylvania
$4K +$3.44K +18 New
PFO
1142
Pathstone Family Office
New Jersey
$4K +$4.58K +24 New
Walleye Trading
1143
Walleye Trading
New York
$3.62K +$3.55M +18,569 New
DSN
1144
D. Scott Neal
Kentucky
$3K
EWM
1145
Endurance Wealth Management
Rhode Island
$3K
BL
1146
Balentine LLC
Georgia
$3K +$3.06K +16 New
AssetMark Inc
1147
AssetMark Inc
California
$2K -$1.91K -10 -56%
NSB
1148
Norway Savings Bank
Maine
$2K
RI
1149
Redwood Investments
Massachusetts
$2K
WAM
1150
Watermark Asset Management
California
$2K +$2.29K +12 New

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.