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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
NRS
301
Neville Rodie & Shaw
New York
$4.06M
FSA
302
Financial Sense Advisors
California
$4.03M +$41K +380 +1%
Calamos Advisors
303
Calamos Advisors
Illinois
$3.99M
CIM
304
Calvert Investment Management
Maryland
$3.96M -$6.91K -64 -0.2%
TIM
305
Thompson Investment Management
Wisconsin
$3.89M -$35.2K -326 -0.9%
GG
306
Greenwood Gearhart
Arkansas
$3.83M +$3.67K +34 +0.1%
MFBTD
307
MB Financial Bank - Trust Department
Illinois
$3.82M +$711K +6,589 +25%
AAC
308
Asset Advisors Corp
Georgia
$3.77M -$75.5K -700 -2%
VAS
309
Valicenti Advisory Services
New York
$3.77M -$32.4K -300 -0.9%
GIA
310
Gateway Investment Advisers
Ohio
$3.73M +$203K +1,885 +6%
KBC Group
311
KBC Group
Belgium
$3.7M -$585K -5,423 -14%
ANI
312
American National Insurance
Texas
$3.68M
CAM
313
Cubic Asset Management
Massachusetts
$3.66M -$24.3K -225 -0.7%
BSPF
314
British Steel Pension Fund
United Kingdom
$3.65M -$219K -2,026 -6%
MCM
315
McMillion Capital Management
North Carolina
$3.65M -$78.8K -730 -2%
SLI
316
Sumitomo Life Insurance
Japan
$3.63M +$549K +5,091 +19%
AWCI
317
Alpine Woods Capital Investors
New York
$3.61M -$27K -250 -0.8%
MSU
318
Maple Securities USA
New Jersey
$3.6M -$117K -1,086 -3%
CCM
319
Catawba Capital Management
Virginia
$3.58M +$105K +971 +3%
V
320
Veritable
Delaware
$3.58M -$615K -5,700 -15%
AAM
321
Aberdeen Asset Management
United Kingdom
$3.57M -$289K -2,680 -8%
FWIA
322
Fort Washington Investment Advisors
Ohio
$3.57M
DADC
323
D.A. Davidson & Co
Montana
$3.57M +$48.2K +447 +1%
AAF
324
Andra AP-fonden
Sweden
$3.55M -$9.21M -85,300 -73%
CFM
325
Country Fund Management
Illinois
$3.55M

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.