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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
SCA
1201
Secor Capital Advisors
New York
$217K +$199K +869 New
KWM
1202
Kingsview Wealth Management
Oregon
$216K -$159K -697 -45%
WP
1203
WMS Partners
Maryland
$216K +$198K +865 New
WF
1204
Welch & Forbes
Massachusetts
$214K +$196K +858 New
BL
1205
BFSG LLC
California
$213K +$196K +855 New
CCA
1206
Clearwater Capital Advisors
Illinois
$211K +$193K +845 New
BFC
1207
Bedel Financial Consulting
Indiana
$210K +$193K +843 New
SWM
1208
Segment Wealth Management
Texas
$208K +$190K +833 New
PMG
1209
ProVise Management Group
Florida
$206K +$188K +824 New
KFA
1210
Kays Financial Advisory
Georgia
$206K +$189K +826 New
MCM
1211
Maple Capital Management
Vermont
$205K -$17.2K -75 -8%
NCM
1212
Noesis Capital Mangement
Florida
$202K +$185K +808 New
AWA
1213
Arete Wealth Advisors
Illinois
$202K +$185K +809 New
BAM
1214
Boyar Asset Management
New York
$202K +$185K +811 New
GLI
1215
Guardian Life Insurance
New York
$199K +$54.9K +240 +43%
OC
1216
Oakworth Capital
Alabama
$184K
GBT
1217
Grove Bank & Trust
Florida
$179K -$7.32K -32 -4%
RFA
1218
Reilly Financial Advisors
California
$174K
BC
1219
Barnett & Company
Tennessee
$172K -$19.4K -85 -11%
SBL
1220
Sargent Bickham Lagudis
Colorado
$165K +$54.4K +238 +56%
SIM
1221
Sonora Investment Management
Arizona
$162K
ATC
1222
Adirondack Trust Company
New York
$162K
CAW
1223
Cornerstone Advisors (Washington)
Washington
$160K
CCM
1224
Cribstone Capital Management
Maine
$160K
CFA
1225
Carroll Financial Associates
North Carolina
$157K

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.