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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
BSW
626
Buckingham Strategic Wealth
Missouri
$299K +$2.16K +20 +0.8%
ACP
627
Ashfield Capital Partners
California
$297K
JFGIW
628
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$297K +$7.12K +66 +3%
JWBC
629
J.W. Burns & Co
New York
$293K
KIG
630
Kovitz Investment Group
Illinois
$291K
MJRIC
631
Mogy Joel R Investment Counsel
California
$291K
IB
632
Intrust Bank
Kansas
$290K -$703K -6,513 -72%
HIM
633
Hermes Investment Management
United Kingdom
$285K
FSA
634
Franklin Street Advisors
North Carolina
$282K
BO
635
Bank OZK
Arkansas
$277K +$11.2K +104 +4%
FNB
636
First Niagara Bank
New York
$272K
GIS
637
Guardian Investor Services
New York
$269K -$1.62K -15 -0.6%
CCP
638
Clarkston Capital Partners
Michigan
$268K +$29.1K +270 +13%
AA
639
ALPS Advisors
Colorado
$263K
TT
640
Tiedemann Trust
Delaware
$261K -$486K -4,500 -66%
RCM
641
RNC Capital Management
California
$261K -$45.9K -425 -16%
FBNAT
642
FirstMerit Bank N.A. Trustee
Ohio
$259K
HCM
643
Hengehold Capital Management
Ohio
$253K -$8.09K -75 -3%
RG
644
Rathbones Group
United Kingdom
$251K +$238K +2,201 New
SHA
645
Smith Hayes Advisers
Nebraska
$248K
PAI
646
Pittenger & Anderson Inc
Nebraska
$248K +$234K +2,170 New
SNT
647
Security National Trust
West Virginia
$245K
BTNA
648
Bremer Trust National Association
Minnesota
$243K
WF
649
Welch & Forbes
Massachusetts
$243K +$230K +2,128 New
WB
650
Webster Bank
Connecticut
$236K

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.