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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
APFBOT
426
Amica Pension Fund Board of Trustees
Rhode Island
$1.55M
BFO
427
Boston Family Office
Massachusetts
$1.55M
WB
428
WesBanco Bank
West Virginia
$1.52M -$15.1K -140 -1%
FNBOO
429
First National Bank of Omaha
Nebraska
$1.52M +$86.4K +801 +6%
CIG
430
Consolidated Investment Group
Colorado
$1.52M
WAM
431
Wolverine Asset Management
Illinois
$1.51M +$1.42M +13,200 New
LTFS
432
Ladenburg Thalmann Financial Services
Florida
$1.5M -$49.2K -456 -3%
SIG
433
Schooner Investment Group
Pennsylvania
$1.5M -$1.3M -12,000 -48%
SCM
434
SOL Capital Management
Maryland
$1.5M -$36K -334 -2%
CICI
435
Capital Investment Counsel Inc
North Carolina
$1.49M -$21.6K -200 -2%
BMCMI
436
Bryn Mawr Capital Management Inc
Pennsylvania
$1.49M +$1.41M +13,070 New
FC
437
FIC Capital
New York
$1.49M +$38.4K +356 +3%
1IC
438
1919 Investment Counsel
Maryland
$1.46M
CONA
439
Capital One National Association
New York
$1.46M -$10.3K -95 -0.7%
FB
440
Fulton Bank
Pennsylvania
$1.45M -$155K -1,436 -10%
AIM
441
abrdn Investment Management
United Kingdom
$1.45M -$2.91K -27 -0.2%
IGIM
442
I.G. Investment Management
Manitoba, Canada
$1.45M -$6.54M -60,581 -83%
VKH
443
Virtu KCG Holdings
New York
$1.42M +$1.34M +12,454 New
AF
444
Arrow Financial
New York
$1.42M -$16.7K -155 -1%
MCM
445
Murphy Capital Management
New Jersey
$1.41M -$12.6K -117 -0.9%
Creative Planning
446
Creative Planning
Kansas
$1.4M +$327K +3,029 +33%
LG
447
Leuthold Group
Minnesota
$1.38M -$157K -1,458 -11%
LI
448
LMCG Investments
Massachusetts
$1.35M -$27K -250 -2%
UCFA
449
United Capital Financial Advisors
Texas
$1.34M -$217K -2,015 -15%
CCM
450
Chinook Capital Management
Oregon
$1.31M -$2.16K -20 -0.2%

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.