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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
FAM
626
Fred Alger Management
New York
$806K
CAN
627
Cetera Advisor Networks
California
$795K +$217K +1,359 +32%
CNAM
628
Campbell Newman Asset Management
Wisconsin
$794K -$1.6K -10 -0.2%
LC
629
Loews Corp
New York
$792K
TCM
630
Tributary Capital Management
Nebraska
$792K
Kayne Anderson Rudnick Investment Management
631
Kayne Anderson Rudnick Investment Management
California
$777K
HIC
632
Holderness Investments Company
North Carolina
$776K +$13.7K +86 +2%
MFS
633
MSI Financial Services
Massachusetts
$772K +$1.12K +7 +0.1%
ACS
634
Archford Capital Strategies
Illinois
$769K +$23.6K +148 +3%
WA
635
WBH Advisory
Maryland
$759K +$63.8K +400 +8%
HIM
636
Hermes Investment Management
United Kingdom
$757K
SCM
637
Sterling Capital Management
North Carolina
$742K +$823K +5,156 New
WAM
638
Weatherly Asset Management
California
$740K
CICI
639
Capital Investment Counsel Inc
North Carolina
$739K -$55.9K -350 -6%
CSIC
640
Clifford Swan Investment Counsel
California
$737K -$247K -1,550 -23%
HA
641
Halsey Associates
Connecticut
$734K
HK
642
Horizon Kinetics
New York
$729K -$58.1K -364 -7%
AT
643
Arden Trust
Delaware
$726K +$582K +3,649 +261%
EWM
644
Elite Wealth Management
Washington
$722K -$798K -4,998 -50%
HVIA
645
Hudson Valley Investment Advisors
New York
$717K +$219K +1,371 +38%
BEAM
646
Baker Ellis Asset Management
Washington
$713K +$7.98K +50 +1%
P
647
Pitcairn
Pennsylvania
$712K +$234K +1,465 +42%
SYBT
648
Stock Yards Bank & Trust
Kentucky
$711K +$5.75K +36 +0.7%
PRCM
649
Pine River Capital Management
Minnesota
$708K +$362K +2,268 +86%
Bank of Nova Scotia
650
Bank of Nova Scotia
Ontario, Canada
$706K +$32.6K +204 +4%

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.