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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
AFNAS
1251
American Financial Network Advisory Services
California
$102K -$22.9K -100 -20%
WCM
1252
Whitener Capital Management
North Carolina
$102K +$93.8K +410 New
MCM
1253
Mobius Capital Management
California
$101K +$92.4K +404 New
OFS
1254
Orrstown Financial Services
Pennsylvania
$100K
CB
1255
Community Bank
New York
$98K +$25.8K +113 +40%
BL
1256
Balentine LLC
Georgia
$96K
DSC
1257
Duncker Streett & Co
Missouri
$95K
SIAS
1258
Shine Investment Advisory Services
Colorado
$93K +$62.2K +272 +269%
AWM
1259
AllSquare Wealth Management
New York
$92K
RAM
1260
Riggs Asset Management
Pennsylvania
$92K
GRQ
1261
Gardner Russo & Quinn
Pennsylvania
$92K +$84.6K +370 New
PCP
1262
Proficio Capital Partners
Massachusetts
$91K +$1.37K +6 +2%
WA
1263
WealthTrust-Arizona
Arizona
$90K +$18.1K +79 +28%
GBBWRPM
1264
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$88K
LFA
1265
Legacy Financial Advisors
Kentucky
$83K +$76.2K +333 New
ME
1266
McIlrath & Eck
Washington
$83K +$76.2K +333 New
WWM
1267
Willingdon Wealth Management
North Carolina
$82K -$915 -4 -1%
MUS
1268
Mitsubishi UFJ Securities
Japan
$82K +$75.5K +330 New
AF
1269
Allworth Financial
California
$81K +$457 +2 +0.6%
NCM
1270
Nelson Capital Management
California
$77K +$24.7K +108 +54%
GWA
1271
Guidant Wealth Advisors
Illinois
$75K
PG
1272
Patten Group
Tennessee
$69K -$11.4K -50 -15%
EA
1273
Edge Advisors
Georgia
$67K
CA
1274
Centerpoint Advisors
Massachusetts
$67K +$61.7K +270 New
HFP
1275
Holistic Financial Partners
Indiana
$65K +$59.5K +260 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.