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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.76B +$48.1M +210,277 +1%
Primecap Management
2
Primecap Management
California
$3.86B -$25.8M -112,650 -0.7%
BlackRock
3
BlackRock
New York
$3.74B -$41.6M -181,969 -1%
Dodge & Cox
4
Dodge & Cox
California
$2.67B -$134M -585,332 -5%
State Street
5
State Street
Massachusetts
$2.53B +$82.8M +362,299 +4%
Bank of America
6
Bank of America
North Carolina
$1.05B -$38.6M -168,640 -4%
Ameriprise
7
Ameriprise
Minnesota
$972M -$6.82M -29,813 -0.8%
Canada Pension Plan Investment Board
8
Canada Pension Plan Investment Board
Ontario, Canada
$946M +$40.8M +178,411 +5%
Jennison Associates
9
Jennison Associates
New York
$920M +$271M +1,185,447 +47%
Capital World Investors
10
Capital World Investors
California
$903M +$603K +2,637 +0.1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$880M -$139M -609,421 -15%
SAM
12
Southeastern Asset Management
Tennessee
$828M -$137M -598,249 -15%
Gates Foundation Trust
13
Gates Foundation Trust
Washington
$755M
GA
14
Greenhaven Associates
New York
$742M -$2.22M -9,710 -0.3%
Northern Trust
15
Northern Trust
Illinois
$727M -$7.76M -33,935 -1%
JSP
16
Jackson Square Partners
California
$647M -$60.8M -265,768 -9%
TCIM
17
TIAA CREF Investment Management
New York
$598M +$29M +126,993 +6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$596M +$16.9M +73,830 +3%
Goldman Sachs
19
Goldman Sachs
New York
$547M +$49.6M +216,826 +11%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$506M -$30.4M -132,817 -6%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$470M -$575K -2,516 -0.1%
Norges Bank
22
Norges Bank
Norway
$450M
LSV Asset Management
23
LSV Asset Management
Illinois
$442M -$79.2M -346,400 -16%
Harris Associates
24
Harris Associates
Illinois
$439M -$15.3M -66,971 -4%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$434M -$26.2M -114,776 -6%

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.