FedEx
809 hedge funds and large institutions have $30.9B invested in FedEx in 2014 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 243 increasing their positions, 353 reducing their positions, and 73 closing their positions.
1% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 73
0.1% less ownership
Funds ownership: 79.3% → 79.2% (-0.1%)
1% less funds holding
Funds holding: 818 → 809 (-9)
13% less capital invested
Capital invested by funds: $35.5B → $30.9B (-$4.56B)
23% less call options, than puts
Call options by funds: $584M | Put options by funds: $760M
31% less repeat investments, than reductions
Existing positions increased: 243 | Existing positions reduced: 353
49% less funds holding in top 10
Funds holding in top 10: 41 → 21 (-20)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$322M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$264M |
| 3 |
CIC
Chilton Investment Company
Stamford,
Connecticut
|
+$61.6M |
| 4 |
D.E. Shaw & Co
New York
|
+$54.1M |
| 5 |
Morgan Stanley
New York
|
+$46.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sculptor Capital
New York
|
-$278M |
| 2 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
-$229M |
| 3 |
Goldman Sachs
New York
|
-$197M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$170M |
| 5 |
State Street
Boston,
Massachusetts
|
-$137M |
FDX Hedge Fund Activity: Q1 2014 in Review
809 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q1 2014, worth a combined $30.9B — down 13% from $35.5B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new FDX positions and 73 closed out — a net gain of 1 holder — while 243 added to existing stakes and 353 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $322M. The largest seller was Sculptor Capital, exiting entirely with an estimated $278M sold.
- 809 institutional investors held FedEx (FDX) as of Q1 2014, down from 818 in Q4 2013.
- Funds reported $30.9B of FedEx stock for Q1 2014, down 13% quarter-over-quarter.
- 74 funds opened new FedEx positions in Q1 2014 and 73 closed out, a net change of +1 holder.
- The largest FedEx buyer in Q1 2014 was T. Rowe Price Associates, an estimated $322M added.
- The largest FedEx seller in Q1 2014 was Sculptor Capital, an estimated $278M sold.
Based on aggregated 13F filings for Q1 2014.