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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
ANRIA
551
American National Registered Investment Advisor
Texas
$584K -$40.5K -375 -7%
CI
552
Constellation Investments
Ohio
$582K +$43.2K +400 +9%
BAM
553
Barrett Asset Management
New York
$581K
FA
554
FMA Advisory
Pennsylvania
$573K -$4.21K -39 -0.8%
Allianz Asset Management
555
Allianz Asset Management
Germany
$571K -$1.73M -15,999 -76%
PCM
556
Perritt Capital Management
Illinois
$569K
FMII
557
Farmers & Merchants Investments Inc
Nebraska
$565K -$54K -500 -9%
DA
558
Dillon & Associates
Michigan
$562K
B
559
Baird
Wisconsin
$557K -$15.1K -140 -3%
NAMP
560
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$553K +$523K +4,849 New
BG
561
Bollard Group
Massachusetts
$545K
BIM
562
Bridges Investment Management
Nebraska
$543K +$43.2K +400 +9%
BEAM
563
Baker Ellis Asset Management
Washington
$542K
Parallax Volatility Advisers
564
Parallax Volatility Advisers
California
$541K -$1.58M -14,647 -76%
CCM
565
Chickasaw Capital Management
Tennessee
$537K
CB
566
Chemical Bank
Michigan
$534K +$183K +1,696 +57%
Twin Tree Management
567
Twin Tree Management
Texas
$532K +$463K +4,292 +1,173%
SYBT
568
Stock Yards Bank & Trust
Kentucky
$530K +$32.4K +300 +7%
WA
569
WBH Advisory
Maryland
$529K +$4.42K +41 +0.9%
OIA
570
Optimum Investment Advisors
Illinois
$528K +$500K +4,630 New
MNBTD
571
Moody National Bank Trust Division
Texas
$525K -$40.5K -375 -8%
ZIC
572
ZWJ Investment Counsel
Georgia
$519K -$10.8K -100 -2%
BIA
573
Biondo Investment Advisors
Pennsylvania
$513K
SGCA
574
Steel Grove Capital Advisors
Tennessee
$512K
First Manhattan
575
First Manhattan
New York
$501K -$95K -880 -17%

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.