We are live on ! Find out more

967 hedge funds and large institutions have $30.2B invested in FedEx in 2015 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 371 increasing their positions, 333 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $964M | Put options by funds: $684M

11% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 333

1.08% less ownership

Funds ownership: 75.78%74.71% (-1.1%)

3% less funds holding

Funds holding: 1,001967 (-34)

15% less funds holding in top 10

Funds holding in top 10: 3429 (-5)

17% less capital invested

Capital invested by funds: $36.5B → $30.2B (-$6.28B)

23% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 107

Holders
967
Holders Change
-34
Holders Change %
-3.4%
% of All Funds
27%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.81%
New
82
Increased
371
Reduced
333
Closed
107
Calls
$964M
Puts
$684M
Net Calls
+$281M
Net Calls Change
+$700M
Name Holding Trade Value Shares
Change
Change in
Stake
LDB
251
Lee, Danner & Bass
Tennessee
$8.37M +$2.26M +14,171 +32%
GD
252
Grandfield & Dodd
New York
$8.28M +$314K +1,968 +4%
IHL
253
Investment House LLC
California
$8.13M +$8.78K +55 +0.1%
BPB
254
Badgley, Phelps & Bell
Washington
$8.02M -$77.9K -488 -0.9%
WBC
255
Westpac Banking Corp
Australia
$7.97M -$2.22M -13,934 -20%
MCM
256
Mitchell Capital Management
Kansas
$7.94M +$57K +357 +0.7%
TBA
257
Tower Bridge Advisors
Pennsylvania
$7.94M +$667K +4,180 +8%
WCM
258
Wedge Capital Management
North Carolina
$7.85M +$906K +5,680 +12%
Mackenzie Financial
259
Mackenzie Financial
Ontario, Canada
$7.82M
HCMT
260
Highland Capital Management (Tennessee)
Tennessee
$7.79M +$161K +1,010 +2%
HIMC
261
Heritage Investors Management Corp
Maryland
$7.79M +$84.6K +530 +1%
SEI Investments
262
SEI Investments
Pennsylvania
$7.77M -$718K -4,496 -8%
OPERF
263
Oregon Public Employees Retirement Fund
Oregon
$7.71M +$95.9K +601 +1%
FAF
264
Fjarde Ap-fonden
Sweden
$7.67M -$516K -3,233 -6%
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$7.62M +$636K +3,985 +8%
BKBG
266
BHF Kleinwort Benson Group
Belgium
$7.49M -$327K -2,050 -4%
HI
267
HBK Investments
Texas
$7.43M +$4.91M +30,793 +148%
URS
268
Utah Retirement Systems
Utah
$7.32M +$47.9K +300 +0.6%
DA
269
DSC Advisors
Illinois
$7.22M +$8M +50,141 New
SAM
270
Shell Asset Management
Netherlands
$7.21M +$2.22M +13,921 +45%
CC
271
Cipher Capital
New York
$7.1M +$7.87M +49,337 New
KeyBank National Association
272
KeyBank National Association
Ohio
$6.91M -$127K -795 -2%
BOIA
273
Bush ODonnell Investment Advisors
Missouri
$6.9M -$385K -2,410 -5%
KCM
274
Kornitzer Capital Management
Kansas
$6.89M +$10.4K +65 +0.1%
Natixis Advisors
275
Natixis Advisors
Massachusetts
$6.88M -$414K -2,595 -5%

FDX Hedge Fund Activity: Q3 2015 in Review

967 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q3 2015, worth a combined $30.2B — down 17% from $36.5B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of FDX and 82 opened new positions — a net loss of 25 holders — while 333 trimmed existing stakes and 371 added.

The largest buyer was Bank of America, adding an estimated $243M. The largest seller was Fidelity Investments, cutting an estimated $1.31B.

  • 967 institutional investors held FedEx (FDX) as of Q3 2015, down from 1,001 in Q2 2015.
  • Funds reported $30.2B of FedEx stock for Q3 2015, down 17% quarter-over-quarter.
  • 82 funds opened new FedEx positions in Q3 2015 and 107 closed out, a net change of -25 holders.
  • The largest FedEx buyer in Q3 2015 was Bank of America, an estimated $243M added.
  • The largest FedEx seller in Q3 2015 was Fidelity Investments, an estimated $1.31B sold.

Based on aggregated 13F filings for Q3 2015.