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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
PGFC
301
Peapack-Gladstone Financial Corp
New Jersey
$5.35M +$948K +5,940 +19%
ZIG
302
Zurich Insurance Group
Switzerland
$5.28M +$5.86M +36,703 New
FVCM
303
F&V Capital Management
Florida
$5.25M +$413K +2,585 +8%
TRSOTSOK
304
Teachers Retirement System of the State of Kentucky
Kentucky
$5.17M
ProShare Advisors
305
ProShare Advisors
Maryland
$5.12M +$899K +5,633 +19%
PAA
306
Peregrine Asset Advisers
Oregon
$5.11M +$5.66M +35,473 New
SM
307
Stratton Management
Pennsylvania
$5.06M +$1.79M +11,245 +47%
NCGI
308
Next Century Growth Investors
Minnesota
$5.01M -$189K -1,183 -3%
Daiwa Securities Group
309
Daiwa Securities Group
Japan
$4.91M -$335K -2,100 -6%
MSA
310
Mason Street Advisors
Wisconsin
$4.89M +$6.38K +40 +0.1%
Mitsubishi UFJ Asset Management
311
Mitsubishi UFJ Asset Management
Japan
$4.86M -$27.9K -175 -0.5%
Nomura Asset Management
312
Nomura Asset Management
Japan
$4.82M +$127K +796 +2%
GG
313
Greenwood Gearhart
Arkansas
$4.75M +$103K +648 +2%
SGDR
314
SPX Gestao de Recursos
Brazil
$4.68M +$5.19M +32,500 New
TCM
315
Tradition Capital Management
New Jersey
$4.67M -$21.9K -137 -0.4%
SFFS
316
Stonehage Fleming Financial Services
Jersey
$4.66M +$147K +918 +3%
ANI
317
American National Insurance
Texas
$4.65M
ERIM
318
Eagle Ridge Investment Management
Connecticut
$4.63M +$5.14M +32,183 New
RJFSA
319
Raymond James Financial Services Advisors
Florida
$4.63M +$5.14M +32,186 New
BIM
320
Bridgecreek Investment Management
Oklahoma
$4.57M +$55.9K +350 +1%
WAM
321
Wolverine Asset Management
Illinois
$4.57M +$3.54M +22,177 +233%
NRS
322
Neville Rodie & Shaw
New York
$4.55M
OA
323
Outfitter Advisors
Virginia
$4.54M +$430K +2,695 +9%
IA
324
Icon Advisers
Colorado
$4.51M +$5M +31,300 New
HJMC
325
Hellman Jordan Management Company
Massachusetts
$4.51M +$5M +31,300 New

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.