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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
Chevy Chase Trust
101
Chevy Chase Trust
Maryland
$50.7M +$2.14M +11,201 +5%
Millennium Management
102
Millennium Management
New York
$49.2M +$46.8M +244,834 +3,337%
Ohio Public Employees Retirement System (OPERS)
103
Ohio Public Employees Retirement System (OPERS)
Ohio
$47.5M -$569K -2,978 -1%
Retirement Systems of Alabama
104
Retirement Systems of Alabama
Alabama
$47.4M +$7.26K +38 +0%
Arrowstreet Capital
105
Arrowstreet Capital
Massachusetts
$47.3M +$46.3M +242,382 New
LCM
106
Lakewood Capital Management
New York
$46.3M
HSBC Holdings
107
HSBC Holdings
United Kingdom
$46M +$1.63M +8,515 +4%
Stifel Financial
108
Stifel Financial
Missouri
$44.4M +$3.89M +20,340 +10%
IP
109
Interval Partners
New York
$44M +$43M +225,279 New
Canada Life
110
Canada Life
Manitoba, Canada
$43.9M -$626K -3,275 -1%
Invesco
111
Invesco
Georgia
$43.8M -$68.1M -356,358 -61%
CTB
112
Country Trust Bank
Illinois
$42.6M +$6.6M +34,536 +19%
MAM
113
Martingale Asset Management
Massachusetts
$41.8M -$4.57M -23,942 -10%
SAM
114
Scopus Asset Management
New York
$41.1M +$40.2M +210,614 New
ASC
115
Atalanta Sosnoff Capital
New York
$40.6M +$6.96M +36,459 +21%
KFC
116
Klingenstein Fields & Co
New York
$40.5M +$42.6K +223 +0.1%
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$40M +$14M +73,416 +56%
Aviva
118
Aviva
United Kingdom
$38.7M +$4.21M +22,032 +12%
Cohen & Steers
119
Cohen & Steers
New York
$38.7M -$2.18M -11,406 -5%
Nomura Asset Management
120
Nomura Asset Management
Japan
$38M +$31M +162,221 +502%
HighTower Advisors
121
HighTower Advisors
Illinois
$37.7M -$3.42M -17,925 -9%
MMH
122
Menora Mivtachim Holdings
Israel
$37.5M
National Pension Service
123
National Pension Service
South Korea
$36.2M -$266K -1,394 -0.7%
First Trust Advisors
124
First Trust Advisors
Illinois
$35.9M +$3M +15,681 +9%
Janus Henderson Group
125
Janus Henderson Group
United Kingdom
$35.8M +$2.78M +14,573 +9%

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.