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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
TCM
526
Telos Capital Management
California
$707K -$15K -139 -2%
BSWMG
527
Barrington Strategic Wealth Management Group
Illinois
$704K +$13.5K +125 +2%
HCA
528
Harbour Capital Advisors
Virginia
$701K
HFS
529
HL Financial Services
Kentucky
$698K +$367K +3,398 +125%
CC
530
Courier Capital
New York
$694K -$115K -1,069 -15%
WTIM
531
Wilmington Trust Investment Management
Delaware
$692K
NJBEST
532
New Jersey Better Educational Savings Trust
New Jersey
$685K -$540K -5,000 -45%
SACTSONJ
533
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$685K
DPIM
534
Duff & Phelps Investment Management
Illinois
$683K +$20.5K +190 +3%
EWM
535
Evercore Wealth Management
New York
$667K -$17.8K -165 -3%
HA
536
Halsey Associates
Connecticut
$656K -$54K -500 -8%
Carson Wealth (CWM LLC)
537
Carson Wealth (CWM LLC)
Nebraska
$656K +$621K +5,752 New
ACI
538
Advance Capital I
Michigan
$652K -$766K -7,100 -55%
BIM
539
Baldwin Investment Management
Pennsylvania
$652K
I
540
IberiaBank
Louisiana
$648K
AP
541
Advisor Partners
California
$628K +$19K +176 +3%
GCP
542
GSA Capital Partners
United Kingdom
$622K +$589K +5,453 New
WC
543
Woodstock Corp
Massachusetts
$620K +$48.6K +450 +9%
Kayne Anderson Rudnick Investment Management
544
Kayne Anderson Rudnick Investment Management
California
$616K
QBFM
545
QS Batterymarch Financial Management
New York
$615K +$1.08K +10 +0.2%
GIP
546
Granite Investment Partners
California
$614K -$21.6K -200 -4%
CC
547
ClearArc Capital
Ohio
$603K -$41.7K -386 -7%
FAM
548
Fred Alger Management
New York
$599K -$310K -2,868 -35%
MYAM
549
Meiji Yasuda Asset Management
Japan
$592K +$51.9K +481 +10%
LCM
550
Laurion Capital Management
New York
$587K +$556K +5,148 New

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.