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
CC
601
ClearArc Capital
Ohio
$920K -$22K -138 -2%
CC
602
Courier Capital
New York
$920K +$6.38K +40 +0.6%
WGCA
603
Wolf Group Capital Advisors
Virginia
$897K -$98.1K -615 -9%
CAM
604
CG Asset Management
New York
$895K -$1.89M -11,855 -66%
MYAM
605
Meiji Yasuda Asset Management
Japan
$893K
BP
606
Ballentine Partners
Massachusetts
$892K -$23.1K -145 -2%
FCFC
607
First Commonwealth Financial Corp
Pennsylvania
$886K -$7.18K -45 -0.7%
GIA
608
Guyasuta Investment Advisors
Pennsylvania
$870K +$116K +730 +14%
WIA
609
Westbourne Investment Advisors
Maryland
$864K -$234K -1,465 -20%
NJBEST
610
New Jersey Better Educational Savings Trust
New Jersey
$864K
SACTSONJ
611
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$864K
KSA
612
Ken Stern & Associates
California
$862K -$150K -942 -14%
ICM
613
IMS Capital Management
Oregon
$862K +$956K +5,990 New
Mariner
614
Mariner
Kansas
$860K -$144K -903 -13%
DA
615
Dillon & Associates
Michigan
$855K +$80.6K +505 +9%
AP
616
Advisor Partners
California
$854K -$79.5K -498 -8%
CONA
617
Capital One National Association
New York
$852K -$29.5K -185 -3%
BIM
618
Baldwin Investment Management
Pennsylvania
$836K +$16K +100 +2%
CK
619
Carnick & Kubik
Colorado
$825K +$35.4K +222 +4%
EDRE
620
Edmond de Rothschild (Europe)
Luxembourg
$821K -$112K -700 -11%
CI
621
Constellation Investments
Ohio
$821K
PI
622
Putnam Investments
Massachusetts
$817K -$91.6K -574 -9%
NAM
623
North American Management
Massachusetts
$816K -$235K -1,475 -21%
BSWMG
624
Barrington Strategic Wealth Management Group
Illinois
$811K +$31.6K +198 +4%
HFS
625
HL Financial Services
Kentucky
$808K -$19K -119 -2%

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.