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1,013 hedge funds and large institutions have $30.1B invested in FedEx in 2016 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 338 increasing their positions, 427 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 67

0% more funds holding

Funds holding: 1,0111,013 (+2)

4.61% less ownership

Funds ownership: 78.51%73.9% (-4.6%)

7% less capital invested

Capital invested by funds: $32.2B → $30.1B (-$2.1B)

21% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 427

24% less funds holding in top 10

Funds holding in top 10: 4937 (-12)

31% less call options, than puts

Call options by funds: $597M | Put options by funds: $863M

Holders
1,013
Holders Change
+2
Holders Change %
+0.2%
% of All Funds
27.03%
Holding in Top 10
37
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-24.49%
% of All Funds
0.99%
New
79
Increased
338
Reduced
427
Closed
67
Calls
$597M
Puts
$863M
Net Calls
-$266M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Steinberg Asset Management
New York
$10.2M -$4.46M -27,485 -29%
PCMK
227
Paragon Capital Management (Kansas)
Kansas
$10M +$384K +2,369 +4%
DT
228
Diversified Trust
Tennessee
$9.94M
Comerica Bank
229
Comerica Bank
Texas
$9.91M -$553K -3,409 -5%
EIM
230
ExxonMobil Investment Management
Texas
$9.81M +$358K +2,210 +4%
JMPWA
231
JP Morgan Private Wealth Advisors
California
$9.58M -$117K -721 -1%
HCMT
232
Highland Capital Management (Tennessee)
Tennessee
$9.48M -$299K -1,841 -3%
ASRS
233
Arizona State Retirement System
Arizona
$9.29M -$1.35M -8,300 -12%
AAM
234
Aberdeen Asset Management
United Kingdom
$9.28M -$416K -2,567 -4%
HIMC
235
Heritage Investors Management Corp
Maryland
$9.24M +$158K +975 +2%
MRCM
236
M&R Capital Management
New Jersey
$9.13M +$145K +893 +2%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$9.1M +$330K +2,032 +4%
HIMCH
238
Hartford Investment Management Co (HIMCO)
Connecticut
$9.09M -$487K -3,002 -5%
OPERF
239
Oregon Public Employees Retirement Fund
Oregon
$9.07M +$470K +2,900 +5%
RFC
240
Regions Financial Corp
Alabama
$8.83M -$11.3M -69,991 -55%
TBA
241
Tower Bridge Advisors
Pennsylvania
$8.83M +$111K +683 +1%
BPB
242
Badgley, Phelps & Bell
Washington
$8.75M +$125K +769 +1%
EPFB
243
Employees Provident Fund Board
Malaysia
$8.74M +$9.33M +57,565 New
WCM
244
Wedge Capital Management
North Carolina
$8.69M +$100K +618 +1%
PIA
245
Piedmont Investment Advisors
North Carolina
$8.6M -$569K -3,506 -6%
IHL
246
Investment House LLC
California
$8.58M -$12.2K -75 -0.1%
LDB
247
Lee, Danner & Bass
Tennessee
$8.45M +$77.4K +477 +0.9%
Daiwa Securities Group
248
Daiwa Securities Group
Japan
$8.36M -$2.1M -12,980 -19%
Jane Street
249
Jane Street
New York
$8.33M +$2.05M +12,655 +30%
CTA
250
Chesley Taft & Associates
Illinois
$8.3M -$7.3K -45 -0.1%

FDX Hedge Fund Activity: Q2 2016 in Review

1,013 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q2 2016, worth a combined $30.1B — down 6.5% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new FDX positions and 67 closed out — a net gain of 12 holders — while 338 added to existing stakes and 427 trimmed.

The largest buyer was Southpoint Capital Advisors, adding an estimated $121M. The largest seller was Royal London Asset Management, cutting an estimated $1.7B.

  • 1,013 institutional investors held FedEx (FDX) as of Q2 2016, up from 1,011 in Q1 2016.
  • Funds reported $30.1B of FedEx stock for Q2 2016, down 6.5% quarter-over-quarter.
  • 79 funds opened new FedEx positions in Q2 2016 and 67 closed out, a net change of +12 holders.
  • The largest FedEx buyer in Q2 2016 was Southpoint Capital Advisors, an estimated $121M added.
  • The largest FedEx seller in Q2 2016 was Royal London Asset Management, an estimated $1.7B sold.

Based on aggregated 13F filings for Q2 2016.