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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
GA
1126
GFS Advisors
Texas
$274K -$104K -456 -29%
HFA
1127
High Falls Advisors
New York
$274K -$6.86K -30 -3%
CAI
1128
Capital Advisors Inc
Oklahoma
$274K -$4.57K -20 -2%
BCM
1129
Buckhead Capital Management
Georgia
$274K
CS
1130
Cannell & Spears
New York
$274K
FG
1131
Fiduciary Group
Georgia
$274K
SCI
1132
S&CO Inc
Massachusetts
$274K
TA
1133
Tiedemann Advisors
New York
$271K -$126K -550 -34%
KSA
1134
Ken Stern & Associates
California
$269K -$2.97K -13 -1%
GI
1135
Gradient Investments
Minnesota
$269K +$6.4K +28 +3%
CFA
1136
Capstone Financial Advisors
Illinois
$268K -$6.63K -29 -3%
FCIM
1137
Fairview Capital Investment Management
California
$266K
HA
1138
Harbor Advisors
Florida
$266K
SCM
1139
Sterneck Capital Management
Missouri
$266K
FA
1140
Fortis Advisors
Pennsylvania
$266K +$686 +3 +2%
RWA
1141
Ropes Wealth Advisors
Massachusetts
$264K +$35.2K +154 +17%
JIC
1142
Joel Isaacson & Co
New York
$263K -$22.9K -100 -9%
AW
1143
Alpha Windward
Massachusetts
$262K -$2.29K -10 -0.9%
NWP
1144
Northstar Wealth Partners
Connecticut
$260K +$221K +966 New
S
1145
SignatureFD
Georgia
$260K +$238K +1,041 New
OFW
1146
Omnia Family Wealth
Florida
$257K -$457 -2 -0.2%
KCM
1147
Kanawha Capital Management
Virginia
$257K
BC
1148
Burleson & Co
California
$257K +$236K +1,031 New
MCM
1149
MV Capital Management
Maryland
$256K
WA
1150
Waverly Advisors
Alabama
$256K +$31.1K +136 +15%

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.