We are live on ! Find out more

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
LYV
1351
Live Your Vision
Pennsylvania
$6K
MA
1352
MCF Advisors
Kentucky
$6K
EWM
1353
Edge Wealth Management
New York
$6K +$5.72K +25 New
Walleye Trading
1354
Walleye Trading
New York
$5.72K +$2.02M +8,818 +62%
SA
1355
SRH Advisors
Kansas
$5K
CT
1356
CPF Texas
Texas
$5K +$4.57K +20 New
IBOK
1357
Independence Bank of Kentucky
Kentucky
$5K +$4.57K +20 New
PCIA
1358
Prime Capital Investment Advisors
Kansas
$5K +$4.57K +20 New
DSN
1359
D. Scott Neal
Kentucky
$4K
EWM
1360
Endurance Wealth Management
Rhode Island
$4K
WOC
1361
West Oak Capital
California
$3.49K -$17.2K -75 -84%
WAM
1362
Watermark Asset Management
California
$3K
TL
1363
TrueWealth LLC
Georgia
$3K +$2.52K +11 New
NR
1364
Newfound Research
Massachusetts
$2K
NSB
1365
Norway Savings Bank
Maine
$2K
IP
1366
Intellectus Partners
California
$1K
PCFFS
1367
Pacific Center for Financial Services
California
$1K
FGC
1368
Financial Gravity Companies
Texas
$1K +$457 +2 New
AWA
1369
Acorn Wealth Advisors
Michigan
$1K +$686 +3 New
MGIA
1370
Moneta Group Investment Advisors
Missouri
$1K +$686 +3 New
MIM
1371
Macroview Investment Management
Maryland
$1K +$1.14K +5 New
TVWM
1372
Tower View Wealth Management
Wisconsin
$1K +$1.14K +5 New
VCM
1373
Virtue Capital Management
Tennessee
$1K +$1.14K +5 New
AC
1374
Avestar Capital
New York
$1K +$1.6K +7 New
Kovitz Investment Group Partners
1375
Kovitz Investment Group Partners
Illinois
$705

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.