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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
JIC
1201
Joel Isaacson & Co
New York
-$74K -400 Closed
MI
1202
Markston International
New York
-$74K -400 Closed
H
1203
Hexavest
Quebec, Canada
-$48K -256 Closed
HIM
1204
Hillsdale Investment Management
Ontario, Canada
-$37K -200 Closed
EF
1205
Empirical Finance
Pennsylvania
-$25K -130 Closed
BAM
1206
Bruderman Asset Management
New York
-$13K -71 Closed
FFW
1207
Fusion Family Wealth
New York
-$12K -62 Closed
SIG
1208
Stanford Investment Group
California
-$10K -53 Closed
IWA
1209
IBEX Wealth Advisors
New Jersey
-$9K -49 Closed
NYLT
1210
New York Life Trust
New York
-$8K -45 Closed
SFS
1211
Sowell Financial Services
Arkansas
-$9K -45 Closed
FMP
1212
Financial Management Professionals
Texas
-$7K -38 Closed
SIAP
1213
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$5K -29 Closed
WA
1214
Winfield Associates
Ohio
-$5K -27 Closed
FAN
1215
Financial Advisors Network
California
-$4.9K -25 Closed
PRS
1216
Pinkerton Retirement Specialists
Idaho
-$4K -23 Closed
DPA
1217
Delphi Private Advisors
California
-$1K -8 Closed
IPC
1218
Independent Portfolio Consultants
Florida
-$1K -6 Closed

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.