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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
AF
1151
Allworth Financial
California
$73K
WA
1152
WealthTrust-Arizona
Arizona
$64K -$6.17K -29 -9%
CB
1153
Community Bank
New York
$63K
GWA
1154
Guidant Wealth Advisors
Illinois
$62K -$7.88K -37 -12%
EA
1155
Edge Advisors
Georgia
$60K +$41.5K +195 +260%
TRCT
1156
Tower Research Capital (TRC)
New York
$60K +$54.7K +257 +2,856%
SWA
1157
Sutton Wealth Advisors
Florida
$57.1K -$426 -2 -0.8%
NSIM
1158
North Star Investment Management
Illinois
$57K
TC
1159
Trust Company
Kansas
$56K
MIC
1160
MU Investments Company
Japan
$54K -$10.6K -50 -17%
CFD
1161
Creative Financial Designs
Indiana
$52K +$25.1K +118 +104%
BWA
1162
BDO Wealth Advisors
Florida
$50K -$573K -2,691 -92%
PCTC
1163
Perkins Coie Trust Company
Washington
$48K
EFSCE
1164
Enterprise Financial Services Corp (EFSC)
Missouri
$47K
BWL
1165
Bogart Wealth LLC
Virginia
$47K +$45.1K +212 New
VNA
1166
Valley National Advisers
Pennsylvania
$46K +$1.7K +8 +4%
WEC
1167
Winslow Evans & Crocker
Massachusetts
$45.1K -$14.9K -70 -26%
GAM
1168
Gemmer Asset Management
California
$45K
NC
1169
NewSquare Capital
Pennsylvania
$45K
NCM
1170
Nelson Capital Management
California
$45K +$42.6K +200 New
CT
1171
Clearstead Trust
Maine
$41K
Lazard Asset Management
1172
Lazard Asset Management
New York
$40K -$300K -1,411 -89%
AIM
1173
Arcadia Investment Management
Michigan
$38K
MPWT
1174
MassMutual Private Wealth & Trust
Connecticut
$36.8K
WPA
1175
West Paces Advisors
Georgia
$35.2K

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.