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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
RIA
1201
RPG Investment Advisory
California
$16K
APSP
1202
Asset Planning Services (Pennsylvania)
Pennsylvania
$14K
CP
1203
Corbenic Partners
Pennsylvania
$14K +$12.8K +60 New
LA
1204
Legacy Advisors
Pennsylvania
$11K +$11.3K +53 New
WAP
1205
Wealthcare Advisory Partners
Pennsylvania
$10K +$9.15K +43 New
FWM
1206
Focused Wealth Management
New York
$9K
CSS
1207
Cubist Systematic Strategies
Connecticut
$8K -$882K -4,143 -99%
ADL
1208
Asset Dedication LLC
California
$7K
DOA
1209
D'Orazio & Associates
Virginia
$6K
LYV
1210
Live Your Vision
Pennsylvania
$6K
PVH
1211
Psagot Value Holdings
Israel
$6K
MA
1212
MCF Advisors
Kentucky
$6K +$5.32K +25 New
SA
1213
SRH Advisors
Kansas
$5K
PO
1214
Private Ocean
California
$5K +$4.9K +23 New
BWM
1215
Baystate Wealth Management
Massachusetts
$4K
DSN
1216
D. Scott Neal
Kentucky
$4K
EWM
1217
Endurance Wealth Management
Rhode Island
$4K
Walleye Trading
1218
Walleye Trading
New York
$3.19K +$141K +664 +5%
WAM
1219
Watermark Asset Management
California
$3K
NSB
1220
Norway Savings Bank
Maine
$2K
IP
1221
Intellectus Partners
California
$1K
NR
1222
Newfound Research
Massachusetts
$1K
PCFFS
1223
Pacific Center for Financial Services
California
$1K
CIM
1224
Contravisory Investment Management
Massachusetts
$1K +$852 +4 New
RCM
1225
RB Capital Management
Nevada
$338 +$66.6K +313 +26%

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.