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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
TDC
1276
Thompson Davis & Co
Virginia
$64K -$89.2K -390 -60%
RBC
1277
Roble Belko & Company
Pennsylvania
$64K +$58.3K +255 New
SWA
1278
Sutton Wealth Advisors
Florida
$63.1K
TC
1279
Trust Company
Kansas
$62K
KJWM
1280
Kiley Juergens Wealth Management
Washington
$62K +$57.2K +250 New
KA
1281
Kaizen Advisory
Illinois
$59K +$54K +236 New
AssetMark Inc
1282
AssetMark Inc
California
$57K +$35.7K +156 +217%
BWA
1283
BDO Wealth Advisors
Florida
$56K
BWL
1284
Bogart Wealth LLC
Virginia
$53K
EFSCE
1285
Enterprise Financial Services Corp (EFSC)
Missouri
$52K
GAM
1286
Gemmer Asset Management
California
$50K
NC
1287
NewSquare Capital
Pennsylvania
$50K
VNA
1288
Valley National Advisers
Pennsylvania
$50K
PCA
1289
Providence Capital Advisors
North Carolina
$50K +$45.7K +200 New
WEC
1290
Winslow Evans & Crocker
Massachusetts
$49.9K
PCTC
1291
Perkins Coie Trust Company
Washington
$47K -$5.72K -25 -12%
GF
1292
Goodman Financial
Texas
$47K +$43.4K +190 New
NIM
1293
NuWave Investment Management
New Jersey
$46K +$42.1K +184 New
MSA
1294
Marino Stram & Associates
Massachusetts
$46K +$42.5K +186 New
CT
1295
Clearstead Trust
Maine
$45K
Lazard Asset Management
1296
Lazard Asset Management
New York
$45K
MPWT
1297
MassMutual Private Wealth & Trust
Connecticut
$44.2K +$3.2K +14 +9%
NSIM
1298
North Star Investment Management
Illinois
$43K -$18.3K -80 -31%
MIC
1299
MU Investments Company
Japan
$42K -$16K -70 -29%
AIM
1300
Arcadia Investment Management
Michigan
$42K

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.