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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
Janney Montgomery Scott
326
Janney Montgomery Scott
Pennsylvania
$4.47M +$145K +907 +3%
GIA
327
Gateway Investment Advisers
Ohio
$4.4M -$357K -2,236 -7%
AAC
328
Asset Advisors Corp
Georgia
$4.38M -$167K -1,045 -3%
MSR
329
Main Street Research
Connecticut
$4.37M -$3.85M -24,119 -46%
RCM
330
Riverhead Capital Management
Delaware
$4.36M +$68.6K +430 +1%
NSAM
331
North Star Asset Management
Wisconsin
$4.35M +$325K +2,038 +7%
FNFDCM
332
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.32M +$158K +991 +3%
MRCM
333
M&R Capital Management
New Jersey
$4.3M -$72.6K -455 -1%
GH
334
GAM Holding
Switzerland
$4.3M -$3.67M -22,998 -43%
NMERB
335
New Mexico Educational Retirement Board
New Mexico
$4.27M +$287K +1,800 +6%
CANC
336
Culbertson A N & Co
Virginia
$4.24M +$256K +1,601 +6%
AIC
337
Argus Investors Counsel
New York
$4.24M
PA
338
Pinnacle Associates
New York
$4.24M -$65.3K -409 -1%
LTFS
339
Ladenburg Thalmann Financial Services
Florida
$4.22M +$187K +1,173 +4%
WAM
340
World Asset Management
Michigan
$4.21M +$58.6K +367 +1%
CB
341
Commerce Bank
Missouri
$4.18M -$3.99K -25 -0.1%
RSVP
342
Ramsay Stattman Vela & Price
Colorado
$4.16M +$4.61M +28,883 New
CAM
343
Cubic Asset Management
Massachusetts
$4.16M -$14.4K -90 -0.3%
IGIM
344
I.G. Investment Management
Manitoba, Canada
$4.13M +$518K +3,247 +13%
RC
345
RegentAtlantic Capital
New Jersey
$4.08M -$1.12M -6,997 -20%
NB
346
Norinchukin Bank
Japan
$4.06M -$1.43M -8,946 -24%
CIP
347
Chartwell Investment Partners
Pennsylvania
$4.03M
LK
348
Lumbard & Kellner
New Hampshire
$4.01M +$107K +670 +2%
UB
349
UMB Bank
Missouri
$3.99M -$628K -3,935 -12%
Envestnet Asset Management
350
Envestnet Asset Management
Illinois
$3.94M -$892K -5,589 -17%

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.