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1,011 hedge funds and large institutions have $32.2B invested in FedEx in 2016 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 378 increasing their positions, 378 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more funds holding in top 10

Funds holding in top 10: 2649 (+23)

22% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 91

7% more capital invested

Capital invested by funds: $30B → $32.2B (+$2.14B)

5.09% more ownership

Funds ownership: 73.42%78.51% (+5.1%)

1% more funds holding

Funds holding: 1,0041,011 (+7)

0% more repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 378

18% less call options, than puts

Call options by funds: $537M | Put options by funds: $657M

Holders
1,011
Holders Change
+7
Holders Change %
+0.7%
% of All Funds
26.94%
Holding in Top 10
49
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+88.46%
% of All Funds
1.31%
New
111
Increased
378
Reduced
378
Closed
91
Calls
$537M
Puts
$657M
Net Calls
-$119M
Net Calls Change
-$87.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
601
WBH Advisory
Maryland
$1.08M +$156K +1,125 +20%
CI
602
Conning Inc
Connecticut
$1.08M -$180K -1,296 -16%
KB
603
Kimelman & Baird
New York
$1.06M -$3.63M -26,075 -80%
CGT
604
Capital Guardian Trust
California
$1.05M -$14.4M -103,393 -94%
AT
605
Arden Trust
Delaware
$1.05M +$229K +1,650 +34%
SAM
606
Silvercrest Asset Management
New York
$1.04M
RMSCM
607
R.M. Sincerbeaux Capital Management
New York
$1.04M +$890K +6,400 New
ECM
608
Estabrook Capital Management
New York
$1.04M -$45.2K -325 -5%
RJT
609
Raymond James Trust
Florida
$1.04M -$50.8K -365 -5%
WIA
610
Westbourne Investment Advisors
Maryland
$1.03M +$7.65K +55 +0.9%
FCFC
611
First Commonwealth Financial Corp
Pennsylvania
$1.03M +$27K +194 +3%
WAM
612
Wealthspire Advisors (Maryland)
Maryland
$1.03M +$164K +1,179 +23%
Jones Financial Companies
613
Jones Financial Companies
Missouri
$1.02M -$26.1K -188 -3%
BCM
614
BTR Capital Management
California
$1.02M -$90.4K -650 -9%
CC
615
ClearArc Capital
Ohio
$1.02M -$26K -187 -3%
OAC
616
OMERS Administration Corp
Ontario, Canada
$1.01M +$862K +6,200 New
BIM
617
Baldwin Investment Management
Pennsylvania
$1M +$34.6K +249 +4%
HVIA
618
Hudson Valley Investment Advisors
New York
$997K +$16.7K +120 +2%
JFG
619
Jefferies Financial Group
New York
$993K +$848K +6,100 New
CIM
620
CIM Investment Management
Pennsylvania
$992K -$113K -811 -12%
OIA
621
Optimum Investment Advisors
Illinois
$985K +$34.8K +250 +4%
ACS
622
Archford Capital Strategies
Illinois
$979K +$66.9K +481 +9%
DA
623
Dillon & Associates
Michigan
$979K +$9.74K +70 +1%
PCMM
624
Private Capital Management (Minnesota)
Minnesota
$976K -$55.6K -400 -6%
SACTSONJ
625
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$976K

FDX Hedge Fund Activity: Q1 2016 in Review

1,011 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q1 2016, worth a combined $32.2B — up 7.1% from $30B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new FDX positions and 91 closed out — a net gain of 20 holders — while 378 added to existing stakes and 378 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $1.45B. The largest seller was Fidelity Investments, cutting an estimated $259M.

  • 1,011 institutional investors held FedEx (FDX) as of Q1 2016, up from 1,004 in Q4 2015.
  • Funds reported $32.2B of FedEx stock for Q1 2016, up 7.1% quarter-over-quarter.
  • 111 funds opened new FedEx positions in Q1 2016 and 91 closed out, a net change of +20 holders.
  • The largest FedEx buyer in Q1 2016 was Royal London Asset Management, an estimated $1.45B added.
  • The largest FedEx seller in Q1 2016 was Fidelity Investments, an estimated $259M sold.

Based on aggregated 13F filings for Q1 2016.