FedEx
FDX
958 hedge funds and large institutions have $37.4B invested in FedEx in 2014 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 300 increasing their positions, 337 reducing their positions, and 59 closing their positions.
193% more first-time investments, than exits
New positions opened: 173 | Existing positions closed: 59
12% more funds holding
Funds holding: 857 → 958 (+101)
7% more funds holding in top 10
Funds holding in top 10: 45 → 48 (+3)
6% more capital invested
Capital invested by funds: $35.4B → $37.4B (+$1.98B)
1.48% less ownership
Funds ownership: 77.75% → 76.27% (-1.5%)
11% less repeat investments, than reductions
Existing positions increased: 300 | Existing positions reduced: 337
72% less call options, than puts
Call options by funds: $280M | Put options by funds: $1B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$538M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$164M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$105M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$98.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$97.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$595M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$512M |
| 3 |
Primecap Management
Pasadena,
California
|
-$410M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$163M |
| 5 |
TP
Third Point
New York
|
-$121M |
FDX Hedge Fund Activity: Q4 2014 in Review
958 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q4 2014, worth a combined $37.4B — up 5.6% from $35.4B a quarter earlier.
Buyers outnumbered sellers: 173 funds opened new FDX positions and 59 closed out — a net gain of 114 holders — while 300 added to existing stakes and 337 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $538M. The largest seller was Southeastern Asset Management, cutting an estimated $595M.
- 958 institutional investors held FedEx (FDX) as of Q4 2014, up from 857 in Q3 2014.
- Funds reported $37.4B of FedEx stock for Q4 2014, up 5.6% quarter-over-quarter.
- 173 funds opened new FedEx positions in Q4 2014 and 59 closed out, a net change of +114 holders.
- The largest FedEx buyer in Q4 2014 was Fidelity Investments, an estimated $538M added.
- The largest FedEx seller in Q4 2014 was Southeastern Asset Management, an estimated $595M sold.
Based on aggregated 13F filings for Q4 2014.