We are live on ! Find out more

967 hedge funds and large institutions have $30.2B invested in FedEx in 2015 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 371 increasing their positions, 333 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $964M | Put options by funds: $684M

11% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 333

1.08% less ownership

Funds ownership: 75.78%74.71% (-1.1%)

3% less funds holding

Funds holding: 1,001967 (-34)

15% less funds holding in top 10

Funds holding in top 10: 3429 (-5)

17% less capital invested

Capital invested by funds: $36.5B → $30.2B (-$6.28B)

23% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 107

Holders
967
Holders Change
-34
Holders Change %
-3.4%
% of All Funds
27%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.81%
New
82
Increased
371
Reduced
333
Closed
107
Calls
$964M
Puts
$684M
Net Calls
+$281M
Net Calls Change
+$700M
Name Holding Trade Value Shares
Change
Change in
Stake
N
526
Natixis
France
$1.43M +$1.58M +9,898 New
NMIMC
527
Northwestern Mutual Investment Management Company
Wisconsin
$1.4M +$319 +2 +0%
VKH
528
Virtu KCG Holdings
New York
$1.39M -$308K -1,928 -17%
TWM
529
Torch Wealth Management
Ohio
$1.38M
HAIM
530
Hunter Associates Investment Management
Pennsylvania
$1.38M
BCA
531
Bray Capital Advisors
Florida
$1.38M +$552K +3,460 +57%
FAAS
532
First Allied Advisory Services
California
$1.37M -$60.2K -377 -4%
FWM
533
Frontier Wealth Management
Missouri
$1.36M +$1.28M +8,030 +574%
BO
534
Bank OZK
Arkansas
$1.35M +$262K +1,639 +21%
Cambridge Investment Research Advisors
535
Cambridge Investment Research Advisors
Iowa
$1.32M -$28.6K -179 -2%
SFA
536
Sequoia Financial Advisors
Ohio
$1.31M +$1.45M +9,115 New
FA
537
FDx Advisors
Illinois
$1.31M -$82.8K -519 -5%
CK
538
Cohen Klingenstein
New York
$1.3M
CA
539
Cornerstone Advisors
North Carolina
$1.3M
DAM
540
Delta Asset Management
Tennessee
$1.29M -$139K -870 -9%
TMAM
541
Tokio Marine Asset Management
Japan
$1.29M -$9.1K -57 -0.6%
HCA
542
Horan Capital Advisors
Ohio
$1.28M +$1.42M +8,928 New
LWCFA
543
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.28M
CIA
544
Capital Impact Advisors
Massachusetts
$1.27M
ECM
545
Everence Capital Management
Indiana
$1.27M +$207K +1,300 +17%
KRSITF
546
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.26M +$28.2K +177 +2%
AF
547
Arrow Financial
New York
$1.25M -$40.7K -255 -3%
BBI
548
Baxter Bros Inc
Connecticut
$1.23M
MAM
549
Meeder Asset Management
Ohio
$1.23M -$597K -3,742 -30%
RIM
550
Regent Investment Management
Kentucky
$1.23M +$423K +2,650 +45%

FDX Hedge Fund Activity: Q3 2015 in Review

967 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q3 2015, worth a combined $30.2B — down 17% from $36.5B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of FDX and 82 opened new positions — a net loss of 25 holders — while 333 trimmed existing stakes and 371 added.

The largest buyer was Bank of America, adding an estimated $243M. The largest seller was Fidelity Investments, cutting an estimated $1.31B.

  • 967 institutional investors held FedEx (FDX) as of Q3 2015, down from 1,001 in Q2 2015.
  • Funds reported $30.2B of FedEx stock for Q3 2015, down 17% quarter-over-quarter.
  • 82 funds opened new FedEx positions in Q3 2015 and 107 closed out, a net change of -25 holders.
  • The largest FedEx buyer in Q3 2015 was Bank of America, an estimated $243M added.
  • The largest FedEx seller in Q3 2015 was Fidelity Investments, an estimated $1.31B sold.

Based on aggregated 13F filings for Q3 2015.