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1,116 hedge funds and large institutions have $37.7B invested in FedEx in 2016 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 346 increasing their positions, 423 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 71

8% more capital invested

Capital invested by funds: $34.8B → $37.7B (+$2.95B)

6% more funds holding

Funds holding: 1,0491,116 (+67)

0.52% more ownership

Funds ownership: 75.46%75.98% (+0.52%)

2% less funds holding in top 10

Funds holding in top 10: 4847 (-1)

18% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 423

25% less call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.45B

Holders
1,116
Holders Change
+67
Holders Change %
+6.39%
% of All Funds
27.9%
Holding in Top 10
47
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.08%
% of All Funds
1.18%
New
154
Increased
346
Reduced
423
Closed
71
Calls
$1.1B
Puts
$1.45B
Net Calls
-$359M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$25.1M +$192K +1,047 +0.8%
US Bancorp
152
US Bancorp
Minnesota
$25M -$1.01M -5,500 -4%
MLICM
153
Metropolitan Life Insurance Company (MetLife)
New York
$24.6M -$898K -4,895 -4%
State of Tennessee, Department of Treasury
154
State of Tennessee, Department of Treasury
Tennessee
$24.5M -$29M -157,978 -55%
PAMU
155
Pictet Asset Management (UK)
United Kingdom
$24.4M -$844K -4,600 -3%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$24.2M +$23.8M +129,717 +34,777%
Natixis Advisors
157
Natixis Advisors
Massachusetts
$23.5M -$4.09M -22,260 -15%
1SAMC
158
12th Street Asset Management Company
Tennessee
$23.2M -$8.19M -44,617 -26%
AWCI
159
Alpine Woods Capital Investors
New York
$23M -$27.5K -150 -0.1%
WJA
160
Williams Jones & Associates
New York
$22.8M +$918 +5 +0%
ACI
161
AMP Capital Investors
Australia
$22.6M -$693K -3,775 -3%
CCM
162
Compass Capital Management
Minnesota
$22.4M -$859K -4,680 -4%
HCM
163
Huber Capital Management
California
$22.1M +$624K +3,400 +3%
WMC
164
Westwood Management Corporation
Illinois
$21.9M -$2.02M -11,000 -9%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$21.7M +$665K +3,623 +3%
ESCM
166
Echo Street Capital Management
New York
$21.1M +$6.56M +35,761 +46%
MTC
167
McDaniel Terry & Co
Texas
$21.1M -$160K -870 -0.8%
SAM
168
Sawgrass Asset Management
Florida
$21.1M -$587K -3,200 -3%
FWCM
169
Ferguson Wellman Capital Management
Oregon
$20.7M +$188K +1,025 +0.9%
MIH
170
Madison Investment Holdings
Wisconsin
$20.6M +$10.9M +59,651 +117%
AAM
171
AMI Asset Management
California
$20.6M -$1.44M -7,841 -7%
BMO
172
Beck Mack & Oliver
New York
$20.1M -$513K -2,795 -3%
PHAM
173
Pacific Heights Asset Management
California
$19.9M
AAM
174
Advisors Asset Management
Colorado
$19.6M -$1.79M -9,755 -8%
CTI
175
Community Trust & Investment
Kentucky
$19.5M -$375K -2,043 -2%

FDX Hedge Fund Activity: Q4 2016 in Review

1,116 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q4 2016, worth a combined $37.7B — up 8.5% from $34.8B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new FDX positions and 71 closed out — a net gain of 83 holders — while 346 added to existing stakes and 423 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $599M. The largest seller was Wellington Management Group, cutting an estimated $339M.

  • 1,116 institutional investors held FedEx (FDX) as of Q4 2016, up from 1,049 in Q3 2016.
  • Funds reported $37.7B of FedEx stock for Q4 2016, up 8.5% quarter-over-quarter.
  • 154 funds opened new FedEx positions in Q4 2016 and 71 closed out, a net change of +83 holders.
  • The largest FedEx buyer in Q4 2016 was Capital World Investors, an estimated $599M added.
  • The largest FedEx seller in Q4 2016 was Wellington Management Group, an estimated $339M sold.

Based on aggregated 13F filings for Q4 2016.