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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
LPL Financial
201
LPL Financial
California
$20M -$1.55M -6,790 -8%
GD
202
Grandfield & Dodd
New York
$19.9M -$267K -1,169 -1%
Axa
203
Axa
France
$19.8M +$1.89M +8,256 +12%
ASRS
204
Arizona State Retirement System
Arizona
$19.7M +$697K +3,046 +4%
CC
205
Cornerstone Capital
California
$19.7M +$1.12M +4,881 +7%
TG
206
TCW Group
California
$19.7M -$176K -769 -1%
JMPWA
207
JP Morgan Private Wealth Advisors
California
$19.4M +$1.22M +5,341 +7%
AIG
208
American International Group
New York
$19.4M +$956K +4,181 +6%
FBA
209
Front Barnett Associates
Illinois
$19.2M -$351K -1,537 -2%
Bank of Nova Scotia
210
Bank of Nova Scotia
Ontario, Canada
$19.1M -$6.09M -26,642 -26%
MIM
211
MetLife Investment Management
New Jersey
$19M +$17.5M +76,330 New
Comerica Bank
212
Comerica Bank
Texas
$18.8M -$654K -2,860 -4%
RJFSA
213
Raymond James Financial Services Advisors
Florida
$18.7M +$1.35M +5,906 +9%
RBCM
214
Raub Brock Capital Management
California
$18.7M -$517K -2,261 -3%
MIH
215
Madison Investment Holdings
Wisconsin
$18.4M -$434K -1,900 -3%
HCMNY
216
Howard Capital Management (New York)
New York
$18.2M -$202K -884 -1%
FAF
217
Första AP-fonden
Sweden
$18.1M -$549K -2,400 -3%
BCM
218
Barometer Capital Management
Ontario, Canada
$18M +$16.5M +72,320 New
SOMRS
219
State of Michigan Retirement System
Michigan
$18M -$595K -2,600 -3%
SCM
220
Suffolk Capital Management
New York
$17.9M -$1.61M -7,033 -9%
Caisse de Depot et Placement du Quebec (CDPQ)
221
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$17.4M -$4.81M -21,035 -23%
IHL
222
Investment House LLC
California
$17.1M +$2.6M +11,365 +20%
HC
223
Henshaw Capital
Massachusetts
$17.1M +$17.6K +77 +0.1%
JGC
224
J. Goldman & Co
New York
$17.1M +$15.7M +68,492 New
Aberdeen Group
225
Aberdeen Group
United Kingdom
$16.9M +$258K +1,129 +2%

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.