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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
Goldman Sachs
26
Goldman Sachs
New York
$223M +$39.2M +241,908 +20%
SCA
27
Southpoint Capital Advisors
New York
$197M +$121M +743,175 +133%
Prudential Financial
28
Prudential Financial
New Jersey
$187M +$5.84M +36,035 +3%
TCIM
29
TIAA CREF Investment Management
New York
$186M -$12.6M -77,470 -6%
Artisan Partners
30
Artisan Partners
Wisconsin
$174M +$32.6M +200,804 +21%
Legal & General Group
31
Legal & General Group
United Kingdom
$173M -$3.43M -21,150 -2%
LCM
32
Lakewood Capital Management
New York
$142M -$31.4M -193,800 -17%
BA
33
BlackRock Advisors
Delaware
$140M -$61.5M -379,291 -29%
Charles Schwab
34
Charles Schwab
California
$125M +$1.32M +8,114 +1%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$121M -$10.9M -67,200 -8%
UBS Group
36
UBS Group
Switzerland
$120M -$3.26M -20,102 -2%
Wells Fargo
37
Wells Fargo
California
$116M -$3.31M -20,432 -3%
AL
38
AJO LP
Pennsylvania
$115M +$5.32M +32,825 +5%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$113M -$1.89M -11,645 -2%
Swiss National Bank
40
Swiss National Bank
Switzerland
$111M +$6M +37,000 +5%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$105M -$12M -73,900 -10%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$103M -$2.46M -15,184 -2%
EA
43
Emerald Acquisition
Washington
$103M +$110M +678,466 New
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$98.8M +$14.3M +88,415 +16%
BlackRock
45
BlackRock
New York
$95.3M -$8.51M -52,507 -8%
UBS AM
46
UBS AM
Illinois
$94.5M -$297K -1,830 -0.3%
BIM
47
BlackRock Investment Management
Delaware
$94.2M -$57.9M -357,082 -37%
CS
48
Credit Suisse
Switzerland
$93.2M +$21.2M +130,474 +27%
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$90.6M -$6.5M -40,087 -6%
SCM
50
Sirios Capital Management
Massachusetts
$88.8M +$22.6M +139,235 +31%

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.