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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.18B +$64.3M +350,122 +2%
Primecap Management
2
Primecap Management
California
$2.94B -$4.04M -22,000 -0.1%
Dodge & Cox
3
Dodge & Cox
California
$2.15B -$83.8M -456,434 -4%
State Street
4
State Street
Massachusetts
$1.9B +$75M +408,708 +4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.36B -$170M -927,983 -11%
BIT
6
BlackRock Institutional Trust
California
$1.32B -$6.82M -37,151 -0.5%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.27B -$339M -1,848,745 -21%
SAM
8
Southeastern Asset Management
Tennessee
$1.06B -$171M -934,141 -14%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.01B +$65.4M +356,096 +7%
Bank of America
10
Bank of America
North Carolina
$759M +$38.3M +208,678 +5%
BFA
11
BlackRock Fund Advisors
California
$723M +$100M +545,962 +16%
Ameriprise
12
Ameriprise
Minnesota
$691M +$4.68M +25,523 +0.7%
Canada Pension Plan Investment Board
13
Canada Pension Plan Investment Board
Ontario, Canada
$671M +$71.4M +388,951 +12%
Capital World Investors
14
Capital World Investors
California
$607M +$599M +3,261,485 New
Jennison Associates
15
Jennison Associates
New York
$606M +$371M +2,020,331 +164%
GA
16
Greenhaven Associates
New York
$568M -$268M -1,458,050 -32%
Gates Foundation Trust
17
Gates Foundation Trust
Washington
$563M
Northern Trust
18
Northern Trust
Illinois
$532M -$5.15M -28,047 -1%
Harris Associates
19
Harris Associates
Illinois
$477M -$21.7M -118,489 -4%
BG
20
BlackRock Group
United Kingdom
$435M +$15.1M +82,037 +4%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$427M -$38.3M -208,873 -8%
LSV Asset Management
22
LSV Asset Management
Illinois
$389M -$22.9M -124,989 -6%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$384M +$12.7M +69,265 +3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$376M +$352K +1,919 +0.1%
Goldman Sachs
25
Goldman Sachs
New York
$345M +$50.2M +273,345 +17%

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.