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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
APA
1176
American Portfolios Advisors
New York
$235K +$215K +941 New
FFBTD
1177
First Financial Bank - Trust Division
Ohio
$233K
PCA
1178
Personal Capital Advisors
California
$233K +$214K +934 New
BW
1179
Bison Wealth
Georgia
$232K
CAN
1180
Claraphi Advisory Network
United States
$231K +$212K +925 New
LW
1181
Linscomb Wealth
Texas
$230K +$4.34K +19 +2%
JIP
1182
Jaffetilchin Investment Partners
Florida
$229K -$70.7K -309 -25%
QPWM
1183
Quadrant Private Wealth Management
Pennsylvania
$228K +$209K +912 New
CCIA
1184
Campbell & Co Investment Adviser
Maryland
$228K +$209K +913 New
HI
1185
Hendershot Investments
Virginia
$228K +$209K +914 New
RWMH
1186
Riverpoint Wealth Management Holdings
Illinois
$227K -$69.3K -303 -25%
LI
1187
Lafayette Investments
Maryland
$227K
CL
1188
Choreo LLC
Illinois
$227K +$208K +908 New
KBFS
1189
Kohmann Bosshard Financial Services
Ohio
$226K +$207K +904 New
RWM
1190
Ritholtz Wealth Management
New York
$226K +$207K +905 New
AW
1191
ACG Wealth
Georgia
$225K -$78.9K -345 -28%
BBNB
1192
Baker Boyer National Bank
Washington
$225K
MFW
1193
Meristem Family Wealth
Minnesota
$225K
WPC
1194
Waters Parkerson & Co
Louisiana
$225K
LWAC
1195
Laurel Wealth Advisors (California)
California
$224K +$206K +901 New
FDCC
1196
Foster Dykema Cabot & Co
Massachusetts
$221K -$54.9K -240 -21%
SC
1197
SRB Corp
Massachusetts
$220K +$12.8K +56 +7%
RIG
1198
Renaissance Investment Group
Massachusetts
$220K +$201K +880 New
CL
1199
CPWM LLC
Washington
$217K +$198K +868 New
GHA
1200
GW Henssler & Associates
Georgia
$217K +$199K +869 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.