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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
PMFA
1176
Plante Moran Financial Advisors
Michigan
$35K
BWP
1177
Baldwin Wealth Partners
Massachusetts
$32K
TFO
1178
Tarbox Family Office
California
$32K +$2.13K +10 +8%
M
1179
MOTCO
Texas
$31K -$63.9K -300 -68%
IP
1180
Isthmus Partners
Wisconsin
$29K
FA
1181
Fortis Advisors
Pennsylvania
$29K +$10.6K +50 +63%
ECM
1182
Exchange Capital Management
Michigan
$28K
SHJ
1183
Sharkey, Howes & Javer
Colorado
$28K
SMFG
1184
Sumitomo Mitsui Financial Group
Japan
$27K -$400K -1,880 -94%
AIS
1185
Accurate Investment Solutions
Pennsylvania
$27K +$10K +47 +67%
MFW
1186
Mosaic Family Wealth
Missouri
$27K +$25.5K +120 New
IIC
1187
Integrated Investment Consultants
Michigan
$26K +$3.62K +17 +17%
HCC
1188
Hirtle Callaghan & Co
Pennsylvania
$25K
PFGIA
1189
Patriot Financial Group Insurance Agency
Massachusetts
$25K
CAPTRUST Financial Advisors
1190
CAPTRUST Financial Advisors
North Carolina
$24K +$21.1K +99 New
BA
1191
Bristlecone Advisors
Washington
$24K +$22.4K +105 New
AOWM
1192
Alpha Omega Wealth Management
Virginia
$23K
BAM
1193
Barrett Asset Management
New York
$23K
CMBA
1194
C.M. Bidwell & Associates
Hawaii
$23K
SIAS
1195
Shine Investment Advisory Services
Colorado
$23K +$4.26K +20 +25%
TCCM
1196
Timber Creek Capital Management
Massachusetts
$22K
WOC
1197
West Oak Capital
California
$20.1K
AWMS
1198
Advocacy Wealth Management Services
Georgia
$19K
Barrow, Hanley, Mewhinney & Strauss
1199
Barrow, Hanley, Mewhinney & Strauss
Texas
$17K -$11.9K -56 -42%
AssetMark Inc
1200
AssetMark Inc
California
$16K -$213 -1 -1%

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.