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1,004 hedge funds and large institutions have $30B invested in FedEx in 2015 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 352 increasing their positions, 377 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 69

4% more funds holding

Funds holding: 9671,004 (+37)

1% less capital invested

Capital invested by funds: $30.2B → $30B (-$185M)

4% less call options, than puts

Call options by funds: $673M | Put options by funds: $705M

7% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 377

1.28% less ownership

Funds ownership: 74.71%73.42% (-1.3%)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

Holders
1,004
Holders Change
+37
Holders Change %
+3.83%
% of All Funds
26.34%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.68%
New
116
Increased
352
Reduced
377
Closed
69
Calls
$673M
Puts
$705M
Net Calls
-$31.7M
Net Calls Change
-$312M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
226
Commonwealth Equity Services
Massachusetts
$9.94M +$3.75M +24,277 +57%
DCM
227
Dupont Capital Management
Delaware
$9.78M +$628K +4,057 +7%
DT
228
Diversified Trust
Tennessee
$9.76M -$3.87K -25 -0%
Parnassus Investments
229
Parnassus Investments
California
$9.68M
HCMT
230
Highland Capital Management (Tennessee)
Tennessee
$9.63M +$1.63M +10,565 +20%
PCMK
231
Paragon Capital Management (Kansas)
Kansas
$9.57M +$922K +5,960 +10%
DekaBank Deutsche Girozentrale
232
DekaBank Deutsche Girozentrale
Germany
$9.54M -$1.58M -10,211 -14%
HIMCH
233
Hartford Investment Management Co (HIMCO)
Connecticut
$9.47M -$317K -2,050 -3%
PIA
234
Piedmont Investment Advisors
North Carolina
$9.34M +$85.5K +553 +0.9%
NG
235
NatWest Group
United Kingdom
$9.09M -$4.07M -26,331 -30%
SCM
236
Sandler Capital Management
New York
$8.94M +$9.28M +60,000 New
MRCM
237
M&R Capital Management
New Jersey
$8.9M +$4.61M +29,817 +100%
Natixis Advisors
238
Natixis Advisors
Massachusetts
$8.79M +$1.73M +11,214 +23%
EIM
239
ExxonMobil Investment Management
Texas
$8.77M -$222K -1,434 -2%
Public Employees Retirement Association of Colorado
240
Public Employees Retirement Association of Colorado
Colorado
$8.72M -$7.62M -49,275 -46%
LDB
241
Lee, Danner & Bass
Tennessee
$8.51M -$151K -979 -2%
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$8.43M +$563K +3,641 +7%
TBA
243
Tower Bridge Advisors
Pennsylvania
$8.43M +$219K +1,416 +3%
HIMC
244
Heritage Investors Management Corp
Maryland
$8.39M +$340K +2,201 +4%
Comerica Bank
245
Comerica Bank
Texas
$8.37M -$774K -5,003 -7%
GF
246
Gabelli Funds
New York
$8.33M +$1.59M +10,300 +23%
IHL
247
Investment House LLC
California
$8.33M -$91.9K -594 -1%
BPB
248
Badgley, Phelps & Bell
Washington
$8.26M -$44.5K -288 -0.5%
WCM
249
Wedge Capital Management
North Carolina
$8.23M +$112K +725 +1%
WRF
250
Waddell & Reed Financial
Kansas
$8.19M +$8.51M +55,000 New

FDX Hedge Fund Activity: Q4 2015 in Review

1,004 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q4 2015, worth a combined $30B — down 0.61% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new FDX positions and 69 closed out — a net gain of 47 holders — while 352 added to existing stakes and 377 trimmed.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $301M. The largest seller was Fidelity Investments, cutting an estimated $324M.

  • 1,004 institutional investors held FedEx (FDX) as of Q4 2015, up from 967 in Q3 2015.
  • Funds reported $30B of FedEx stock for Q4 2015, down 0.61% quarter-over-quarter.
  • 116 funds opened new FedEx positions in Q4 2015 and 69 closed out, a net change of +47 holders.
  • The largest FedEx buyer in Q4 2015 was Canada Pension Plan Investment Board, an estimated $301M added.
  • The largest FedEx seller in Q4 2015 was Fidelity Investments, an estimated $324M sold.

Based on aggregated 13F filings for Q4 2015.