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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
Capital Research Global Investors
26
Capital Research Global Investors
California
$225M -$32.6M -302,001 -13%
AllianceBernstein
27
AllianceBernstein
Tennessee
$198M +$120M +1,109,585 +177%
PC
28
PointState Capital
New York
$188M +$178M +1,651,500 New
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$183M +$28.3M +261,979 +19%
HCM
30
Highfields Capital Management
Massachusetts
$182M +$118M +1,092,700 +219%
SFM
31
Soros Fund Management
New York
$173M +$164M +1,515,730 New
Morgan Stanley
32
Morgan Stanley
New York
$164M -$17.4M -161,640 -10%
Legal & General Group
33
Legal & General Group
United Kingdom
$152M +$242K +2,239 +0.2%
EC
34
Eminence Capital
New York
$145M +$137M +1,268,106 New
BTS
35
BB&T Securities
Virginia
$142M -$8.16M -75,643 -38%
JHIU
36
Janus Henderson Investors US
Colorado
$137M +$2.22M +20,535 +2%
JWBC
37
John W. Bristol & Co
New York
$136M -$9.4M -87,132 -7%
Deutsche Bank
38
Deutsche Bank
Germany
$136M +$27.3M +252,934 +27%
Hotchkis & Wiley Capital Management
39
Hotchkis & Wiley Capital Management
California
$134M -$10.4M -96,100 -8%
Charles Schwab
40
Charles Schwab
California
$122M -$5.83M -53,981 -5%
SC
41
Stralem & Co
New York
$121M -$8.48M -78,536 -7%
JP Morgan Chase
42
JP Morgan Chase
New York
$119M -$39M -361,602 -26%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$117M +$599K +5,547 +0.5%
American Century Companies
44
American Century Companies
Missouri
$114M +$2.39M +22,161 +2%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$109M +$1.96M +18,141 +2%
Ameriprise
46
Ameriprise
Minnesota
$109M -$17.1M -158,161 -14%
CS
47
Credit Suisse
Switzerland
$108M +$8.36M +77,441 +9%
GTP
48
Global Thematic Partners
New York
$108M -$11.2M -103,638 -10%
UBS AM
49
UBS AM
Illinois
$107M +$1.11M +10,325 +1%
PIM
50
Platinum Investment Management
Australia
$104M

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.