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1,004 hedge funds and large institutions have $30B invested in FedEx in 2015 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 352 increasing their positions, 377 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 69

4% more funds holding

Funds holding: 9671,004 (+37)

1% less capital invested

Capital invested by funds: $30.2B → $30B (-$185M)

4% less call options, than puts

Call options by funds: $673M | Put options by funds: $705M

7% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 377

1.28% less ownership

Funds ownership: 74.71%73.42% (-1.3%)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

Holders
1,004
Holders Change
+37
Holders Change %
+3.83%
% of All Funds
26.34%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.68%
New
116
Increased
352
Reduced
377
Closed
69
Calls
$673M
Puts
$705M
Net Calls
-$31.7M
Net Calls Change
-$312M
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$234M -$65.8M -425,496 -21%
Goldman Sachs
27
Goldman Sachs
New York
$201M -$1.56M -10,085 -0.7%
AL
28
AJO LP
Pennsylvania
$183M -$12.8M -82,640 -6%
LCM
29
Lakewood Capital Management
New York
$172M +$16.2M +105,000 +10%
Legal & General Group
30
Legal & General Group
United Kingdom
$169M +$2.58M +16,689 +1%
Invesco
31
Invesco
Georgia
$164M +$86.6M +560,061 +103%
American Century Companies
32
American Century Companies
Missouri
$143M -$26M -167,779 -15%
BlackRock
33
BlackRock
New York
$140M -$21.5M -139,188 -13%
BIM
34
BlackRock Investment Management
Delaware
$140M -$22.2M -143,273 -13%
Prudential Financial
35
Prudential Financial
New Jersey
$137M +$8.8M +56,870 +7%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$133M -$67.7M -437,697 -33%
Charles Schwab
37
Charles Schwab
California
$133M +$4.33M +28,003 +3%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$133M -$3.94M -25,500 -3%
UBS Group
39
UBS Group
Switzerland
$131M +$6.55M +42,333 +5%
APG Asset Management
40
APG Asset Management
Netherlands
$129M -$7.88M -50,951 -6%
LSV Asset Management
41
LSV Asset Management
Illinois
$126M -$10.7M -69,298 -8%
Wells Fargo
42
Wells Fargo
California
$120M +$15.3M +98,892 +14%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$118M -$5.15M -33,300 -4%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$110M -$17.3M -111,559 -13%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$106M +$10.6M +68,811 +11%
Deutsche Bank
46
Deutsche Bank
Germany
$105M +$763K +4,930 +0.7%
JHIU
47
Janus Henderson Investors US
Colorado
$99.2M -$60.9M -393,550 -37%
Mitsubishi UFJ Trust & Banking
48
Mitsubishi UFJ Trust & Banking
Japan
$95.4M +$7.91M +51,130 +9%
UBS AM
49
UBS AM
Illinois
$95.2M -$21.9M -141,776 -18%
PPA
50
Parametric Portfolio Associates
Washington
$90.5M +$1.46M +9,422 +2%

FDX Hedge Fund Activity: Q4 2015 in Review

1,004 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q4 2015, worth a combined $30B — down 0.61% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new FDX positions and 69 closed out — a net gain of 47 holders — while 352 added to existing stakes and 377 trimmed.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $301M. The largest seller was Fidelity Investments, cutting an estimated $324M.

  • 1,004 institutional investors held FedEx (FDX) as of Q4 2015, up from 967 in Q3 2015.
  • Funds reported $30B of FedEx stock for Q4 2015, down 0.61% quarter-over-quarter.
  • 116 funds opened new FedEx positions in Q4 2015 and 69 closed out, a net change of +47 holders.
  • The largest FedEx buyer in Q4 2015 was Canada Pension Plan Investment Board, an estimated $301M added.
  • The largest FedEx seller in Q4 2015 was Fidelity Investments, an estimated $324M sold.

Based on aggregated 13F filings for Q4 2015.