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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
BBHC
501
Brown Brothers Harriman & Co
New York
$846K -$567K -5,250 -41%
SI
502
Sentry Investments
Ontario, Canada
$844K +$108K +1,000 +16%
Cambridge Investment Research Advisors
503
Cambridge Investment Research Advisors
Iowa
$825K +$44.9K +416 +6%
SAM
504
Silvercrest Asset Management
New York
$824K -$50.7K -470 -6%
CNAM
505
Campbell Newman Asset Management
Wisconsin
$819K +$2.37K +22 +0.3%
DD
506
Dominick & Dominick
New York
$799K
CWM
507
Concert Wealth Management
California
$798K +$1.4K +13 +0.2%
SCM
508
Shelton Capital Management
Colorado
$796K
HHC
509
Hutchin Hill Capital
New York
$787K -$183K -1,700 -20%
CIM
510
CIM Investment Management
Pennsylvania
$784K -$35.6K -330 -5%
Thrivent Financial for Lutherans
511
Thrivent Financial for Lutherans
Minnesota
$783K -$350K -3,240 -32%
Mirae Asset Global Investments
512
Mirae Asset Global Investments
South Korea
$782K +$14.7K +136 +2%
TRCT
513
Tower Research Capital (TRC)
New York
$778K +$630K +5,840 +599%
GIA
514
GHP Investment Advisors
Colorado
$775K +$10K +93 +1%
SAM
515
Summit Asset Management
Tennessee
$769K -$54K -500 -7%
FCFC
516
First Commonwealth Financial Corp
Pennsylvania
$763K -$7.23K -67 -1%
PI
517
Placemark Investments
Illinois
$762K -$30.3K -281 -4%
RJT
518
Raymond James Trust
Florida
$750K -$21.5K -199 -3%
Bessemer Group
519
Bessemer Group
New Jersey
$749K
WFM
520
Wilmington Funds Management
Delaware
$749K
TCOV
521
Trust Company of Vermont
Vermont
$733K +$3.78K +35 +0.5%
RIL
522
Rothschild Investment LLC
Illinois
$730K +$256K +2,375 +59%
WAM
523
Weatherly Asset Management
California
$722K -$5.4K -50 -0.8%
OMCS
524
Old Mutual Customised Solutions
South Africa
$719K +$43.2K +400 +7%
BC
525
Burney Company
Virginia
$715K -$5.07K -47 -0.7%

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.