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FedEx
FDX

Overview Fund Activity

969 hedge funds and large institutions have $35.2B invested in FedEx in 2015 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 362 increasing their positions, 366 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
+11
Holders Change %
+1.15%
% of All Funds
25.85%
Holding in Top 10
31
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-35.42%
% of All Funds
0.83%
New
86
Increased
362
Reduced
366
Closed
67
Calls
$259M
Puts
$588M
Net Calls
-$330M
Net Calls Change
+$392M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$172M
2
TP
Third Point
New York
+$149M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$82.2M
4
NAM
NorthCoast Asset Management
Connecticut
+$80.9M
5
JHIU
Janus Henderson Investors US
Colorado
+$80.5M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$608M
2
Dodge & Cox
Dodge & Cox
California
-$269M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$215M
4
Citadel Advisors
Citadel Advisors
Florida
-$153M
5
State Street
State Street
Massachusetts
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIC
626
Holderness Investments Company
North Carolina
$882K -$29K -175 -3%
BSWMG
627
Barrington Strategic Wealth Management Group
Illinois
$882K +$11.6K +70 +1%
WAM
628
Weatherly Asset Management
California
$872K -$55.7K -337 -6%
HIM
629
Hermes Investment Management
United Kingdom
$870K – – –
LH
630
Lebenthal Holdings
New York
$869K +$869K +5,255 New
OIA
631
Optimum Investment Advisors
Illinois
$865K +$82.7K +500 +11%
HK
632
Horizon Kinetics
New York
$860K +$36.4K +220 +4%
HA
633
Halsey Associates
Connecticut
$844K – – –
ACS
634
Archford Capital Strategies
Illinois
$841K +$17.4K +105 +2%
WC
635
Woodstock Corp
Massachusetts
$840K +$53.7K +325 +7%
MWAC
636
Mariner Wealth Advisors (Cincinnati)
Ohio
$831K -$624K -3,775 -43%
SIG
637
Schooner Investment Group
Pennsylvania
$831K -$416K -2,500 -33%
GCA
638
Guardian Capital Advisors
Ontario, Canada
$830K – – –
JT
639
Jump Trading
Illinois
$816K +$301K +1,817 +58%
SYBT
640
Stock Yards Bank & Trust
Kentucky
$813K +$16.7K +101 +2%
FI
641
FormulaFolio Investments
Michigan
$812K +$308K +1,860 +61%
BEAM
642
Baker Ellis Asset Management
Washington
$811K +$16.6K +100 +2%
Bessemer Group
643
Bessemer Group
New Jersey
$804K +$105K +638 +15%
IWM
644
Integrated Wealth Management
California
$797K +$797K +4,821 New
BPGAM
645
BTG Pactual Global Asset Management
Bermuda
$794K +$794K +4,800 New
CFA
646
Carroll Financial Associates
North Carolina
$784K +$744K +4,500 +1,883%
DPIM
647
Duff & Phelps Investment Management
Illinois
$783K -$46.3K -280 -6%
BCM
648
Becker Capital Management
Oregon
$782K – – –
CCM
649
Chickasaw Capital Management
Tennessee
$778K – – –
NFG
650
Next Financial Group
Texas
$768K -$27K -163 -3%
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