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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
WAP
1326
Wealthcare Advisory Partners
Pennsylvania
$21K +$8.92K +39 +91%
CA
1327
Crewe Advisors
Utah
$21K +$19.2K +84 New
AWM
1328
Avondale Wealth Management
Texas
$20K +$18.1K +79 New
CAC
1329
Certified Advisory Corp
Florida
$20K +$18.3K +80 New
BWM
1330
Baystate Wealth Management
Massachusetts
$19K +$11K +48 +240%
Barrow, Hanley, Mewhinney & Strauss
1331
Barrow, Hanley, Mewhinney & Strauss
Texas
$17K -$2.06K -9 -12%
RIA
1332
RPG Investment Advisory
California
$17K
PVH
1333
Psagot Value Holdings
Israel
$16K +$8.23K +36 +129%
APSP
1334
Asset Planning Services (Pennsylvania)
Pennsylvania
$15K
CP
1335
Corbenic Partners
Pennsylvania
$15K
AWM
1336
Aevitas Wealth Management
Massachusetts
$14K +$12.6K +55 New
LA
1337
Legacy Advisors
Pennsylvania
$13K
AOWM
1338
Alpha Omega Wealth Management
Virginia
$12K -$11.4K -50 -50%
TFS
1339
TrustCore Financial Services
Tennessee
$12K +$10.7K +47 New
HFM
1340
Hartford Financial Management
Connecticut
$12K +$11.4K +50 New
SPI
1341
Santori & Peters Inc
Pennsylvania
$11K +$10.7K +47 New
FWM
1342
Focused Wealth Management
New York
$10K
PO
1343
Private Ocean
California
$10K +$4.12K +18 +78%
BBA
1344
Braun-Bostich & Associates
Pennsylvania
$8K +$6.86K +30 New
DCM
1345
Delpha Capital Management
New York
$8K +$7.55K +33 New
PW
1346
Price Wealth
Texas
$8K +$8.23K +36 New
HI
1347
Hudock Inc
Pennsylvania
$7K -$100K -438 -94%
PCM
1348
Poehling Capital Management
Wisconsin
$7K +$6.86K +30 New
ECM
1349
Exchange Capital Management
Michigan
$6K -$22.9K -100 -80%
DOA
1350
D'Orazio & Associates
Virginia
$6K

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.