We are live on ! Find out more

759 hedge funds and large institutions have $29B invested in FedEx in 2013 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 224 increasing their positions, 324 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 1524 (+9)

47% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 57

17% more capital invested

Capital invested by funds: $24.7B → $29B (+$4.24B)

3% more funds holding

Funds holding: 738759 (+21)

1.54% more ownership

Funds ownership: 78.56%80.1% (+1.5%)

13% less call options, than puts

Call options by funds: $703M | Put options by funds: $812M

31% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 324

Holders
759
Holders Change
+21
Holders Change %
+2.85%
% of All Funds
24.61%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.78%
New
84
Increased
224
Reduced
324
Closed
57
Calls
$703M
Puts
$812M
Net Calls
-$109M
Net Calls Change
+$74.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
226
Sumitomo Mitsui DS Asset Management
Japan
$8.36M +$3.85M +35,663 +95%
AG
227
Aperio Group
California
$8.23M +$888K +8,228 +13%
BHIA
228
Birch Hill Investment Advisors
Massachusetts
$8.08M -$64.8K -600 -0.8%
Mitsubishi UFJ Asset Management
229
Mitsubishi UFJ Asset Management
Japan
$7.96M +$491K +4,548 +7%
JG
230
Jefferies Group
New York
$7.95M +$6.76M +62,653 +889%
D.E. Shaw & Co
231
D.E. Shaw & Co
New York
$7.75M -$2.15M -19,891 -23%
HCMT
232
Highland Capital Management (Tennessee)
Tennessee
$7.51M -$153K -1,420 -2%
MRCM
233
M&R Capital Management
New Jersey
$7.48M -$108K -1,005 -2%
LBG
234
Lloyds Banking Group
United Kingdom
$7.45M -$3.51M -32,515 -33%
SNC
235
Stifel Nicolaus & Co
Missouri
$7.21M -$14.1M -130,265 -67%
BPM
236
Bronson Point Management
Connecticut
$7.13M +$6.75M +62,500 New
KeyBank National Association
237
KeyBank National Association
Ohio
$7.05M -$853K -7,902 -11%
BPB
238
Badgley, Phelps & Bell
Washington
$7.03M -$79.9K -740 -1%
HCMNY
239
Howard Capital Management (New York)
New York
$6.93M +$146K +1,350 +2%
COPPSERS
240
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.92M +$73.6K +682 +1%
GD
241
Grandfield & Dodd
New York
$6.85M -$99.3K -920 -2%
Parnassus Investments
242
Parnassus Investments
California
$6.85M
CIC
243
Cornercap Investment Counsel
Georgia
$6.81M +$6.44M +59,710 New
TBA
244
Tower Bridge Advisors
Pennsylvania
$6.8M -$33.2K -308 -0.5%
PL
245
Perpetual Ltd
Australia
$6.79M -$281K -2,600 -4%
WI
246
WHV Investments
California
$6.75M -$681K -6,308 -10%
Nomura Asset Management
247
Nomura Asset Management
Japan
$6.72M -$1.46M -13,554 -19%
HCM
248
Highbridge Capital Management
New York
$6.71M +$6.34M +58,776 New
CFB
249
Cullen/Frost Bankers
Texas
$6.68M +$125K +1,158 +2%
ARTA
250
A.R.T. Advisors
New York
$6.63M -$2.93M -27,147 -32%

FDX Hedge Fund Activity: Q3 2013 in Review

759 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q3 2013, worth a combined $29B — up 17% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new FDX positions and 57 closed out — a net gain of 27 holders — while 224 added to existing stakes and 324 trimmed.

The largest buyer was Third Point, opening a new position worth an estimated $216M. The largest seller was Marketfield Asset Management, cutting an estimated $115M.

  • 759 institutional investors held FedEx (FDX) as of Q3 2013, up from 738 in Q2 2013.
  • Funds reported $29B of FedEx stock for Q3 2013, up 17% quarter-over-quarter.
  • 84 funds opened new FedEx positions in Q3 2013 and 57 closed out, a net change of +27 holders.
  • The largest FedEx buyer in Q3 2013 was Third Point, an estimated $216M added.
  • The largest FedEx seller in Q3 2013 was Marketfield Asset Management, an estimated $115M sold.

Based on aggregated 13F filings for Q3 2013.