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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
CIBC Private Wealth Group
326
CIBC Private Wealth Group
Georgia
$4.53M +$445K +2,742 +10%
TI
327
Trexquant Investment
Connecticut
$4.52M +$811K +5,000 +20%
DIA
328
Dean Investment Associates
Ohio
$4.52M -$49.6K -306 -1%
NRS
329
Neville Rodie & Shaw
New York
$4.44M -$629K -3,878 -12%
SCA
330
STALEY CAPITAL ADVISERS
Pennsylvania
$4.41M +$324K +2,000 +7%
NMERB
331
New Mexico Educational Retirement Board
New Mexico
$4.41M
AIC
332
Argus Investors Counsel
New York
$4.38M -$162K -1,000 -3%
AAC
333
Asset Advisors Corp
Georgia
$4.38M -$32.4K -200 -0.7%
AHB
334
Abner Herrman & Brock
New Jersey
$4.38M +$189K +1,167 +4%
FQ
335
First Quadrant
California
$4.37M
CCM
336
Catawba Capital Management
Virginia
$4.37M +$431K +2,656 +10%
CA
337
Callahan Advisors
Texas
$4.37M +$975K +6,012 +26%
KLI
338
Kelman-Lazarov Inc
Tennessee
$4.35M +$70.7K +436 +2%
CIC
339
Chase Investment Counsel
Virginia
$4.29M +$4.58M +28,236 New
CB
340
Commerce Bank
Missouri
$4.27M +$148K +910 +3%
CIP
341
Chartwell Investment Partners
Pennsylvania
$4.25M
LK
342
Lumbard & Kellner
New Hampshire
$4.25M -$125K -770 -3%
Envestnet Asset Management
343
Envestnet Asset Management
Illinois
$4.23M -$27.1K -167 -0.6%
TIM
344
Thompson Investment Management
Wisconsin
$4.22M -$148K -913 -3%
VRS
345
Virginia Retirement Systems
Virginia
$4.19M +$4.48M +27,600 New
MA
346
MUFG Americas
New York
$4.17M -$720K -4,437 -14%
CAM
347
Cubic Asset Management
Massachusetts
$4.16M -$60.8K -375 -1%
SAM
348
Shell Asset Management
Netherlands
$4.16M +$947K +5,838 +27%
CBOA
349
Commonwealth Bank of Australia
Australia
$4.14M +$500K +3,082 +13%
CF
350
CNA Financial
Illinois
$4.1M

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.