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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
WPA
1301
West Paces Advisors
Georgia
$38.9K
PMFA
1302
Plante Moran Financial Advisors
Michigan
$38K
TFO
1303
Tarbox Family Office
California
$36K
BWP
1304
Baldwin Wealth Partners
Massachusetts
$35K
M
1305
MOTCO
Texas
$35K
PFGIA
1306
Patriot Financial Group Insurance Agency
Massachusetts
$35K +$4.57K +20 +18%
SP
1307
SWS Partners
Ohio
$35K +$32K +140 New
BWA
1308
Burt Wealth Advisors
Maryland
$34K +$31.3K +137 New
IP
1309
Isthmus Partners
Wisconsin
$32K
EARNEST Partners
1310
EARNEST Partners
Georgia
$32K +$29K +127 New
SHJ
1311
Sharkey, Howes & Javer
Colorado
$31K
MFW
1312
Mosaic Family Wealth
Missouri
$30K
ADL
1313
Asset Dedication LLC
California
$30K +$20.8K +91 +303%
FMB
1314
Field & Main Bank
Kentucky
$30K +$27.9K +122 New
CFD
1315
Creative Financial Designs
Indiana
$29K -$26.1K -114 -49%
AIS
1316
Accurate Investment Solutions
Pennsylvania
$29K
RPC
1317
Rossmore Private Capital
Connecticut
$27.4K +$25.2K +110 New
PS
1318
Portfolio Strategies
New York
$26K +$24K +105 New
Financial Engines Advisors
1319
Financial Engines Advisors
California
$25K -$111K -487 -83%
BAM
1320
Barrett Asset Management
New York
$25K
CMBA
1321
C.M. Bidwell & Associates
Hawaii
$25K
GFP
1322
Gryphon Financial Partners
Ohio
$25K +$22.4K +98 New
TFA
1323
Toth Financial Advisory
Virginia
$25K +$23.3K +102 New
TCCM
1324
Timber Creek Capital Management
Massachusetts
$24K
AWMS
1325
Advocacy Wealth Management Services
Georgia
$24K +$3.43K +15 +18%

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.