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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
MIS
601
Morningstar Investment Services
Illinois
$375K +$68.7K +637 +24%
ECAM
602
East Coast Asset Management
Massachusetts
$367K +$42.8K +397 +14%
1GA
603
1st Global Advisors
Texas
$364K +$6.58K +61 +2%
CCM
604
Cai Capital Management
New York
$362K -$315K -2,919 -48%
RGC
605
Roberts, Glore & Co
Illinois
$361K -$70.2K -650 -17%
VF
606
Virtu Financial
New York
$361K +$341K +3,164 New
BP
607
Ballentine Partners
Massachusetts
$357K
TNBTD
608
Trustmark National Bank Trust Department
Mississippi
$355K
FMLI
609
Fukoku Mutual Life Insurance
Japan
$342K
FAM
610
Formidable Asset Management
Ohio
$342K +$321K +2,970 New
PCM
611
Prelude Capital Management
New York
$342K +$324K +3,000 New
DC
612
Davenport & Co
Virginia
$341K -$64.6K -599 -17%
SCM
613
Salem Capital Management
Massachusetts
$337K
TF
614
Tompkins Financial
New York
$337K +$230K +2,129 +258%
SFM
615
Signature Financial Management
Virginia
$330K -$70.2K -650 -18%
HK
616
Horizon Kinetics
New York
$330K +$312K +2,894 New
EHWM
617
Eads & Heald Wealth Management
Georgia
$324K -$4.32K -40 -1%
ECM
618
Endex Capital Management
Kansas
$324K
MME
619
Meag Munich Ergo
Germany
$322K +$304K +2,820 New
I2I
620
Insight 2811 Inc
Illinois
$320K -$248K -2,300 -45%
HCM
621
Harvest Capital Management
New Hampshire
$320K +$302K +2,800 New
WA
622
WFG Advisors
Texas
$318K +$6.58K +61 +2%
CYG
623
Clean Yield Group
Vermont
$315K +$3.24K +30 +1%
RA
624
Rational Advisors
New York
$305K
FNT
625
First National Trust
Pennsylvania
$300K

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.