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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
WTNA
651
Wilmington Trust National Association
Delaware
$233K -$37.2K -345 -14%
VFS
652
VSR Financial Services
Kansas
$232K -$16.6K -154 -7%
BHWM
653
Bar Harbor Wealth Management
New Hampshire
$231K +$219K +2,026 New
DG
654
Davidson & Garrard
Virginia
$230K +$218K +2,018 New
RCM
655
Rotella Capital Management
Washington
$230K +$218K +2,019 New
Mariner
656
Mariner
Kansas
$229K +$216K +2,004 New
CW
657
Cabot-Wellington
Massachusetts
$228K +$216K +2,000 New
ESBC
658
E.S. Barr & Co
Kentucky
$228K +$216K +2,000 New
PHS
659
Pekin Hardy Strauss
Illinois
$228K +$216K +2,000 New
KIA
660
KCM Investment Advisors
California
$227K +$215K +1,991 New
PFBT
661
Parkside Financial Bank & Trust
Missouri
$224K -$47.3K -438 -18%
RT
662
Reliance Trust
Georgia
$222K +$210K +1,946 New
WTC
663
WhitTier Trust Company
Nevada
$217K
CCM
664
Check Capital Management
California
$217K +$205K +1,900 New
WA
665
Waverly Advisors
Alabama
$217K +$205K +1,900 New
BFM
666
Boston Financial Management
Massachusetts
$212K +$201K +1,860 New
CCG
667
Cypress Capital Group
Florida
$211K -$119K -1,100 -37%
GF
668
Gerstein Fisher
New York
$210K +$199K +1,843 New
KFS
669
KMS Financial Services
Washington
$209K +$198K +1,830 New
RC
670
Riversville Capital
Connecticut
$207K
TC
671
TradeLink Capital
Illinois
$207K +$197K +1,823 New
RIA
672
Regal Investment Advisors
Michigan
$206K
WSCM
673
Wellington Shields Capital Management
New York
$205K +$194K +1,800 New
ATC
674
Argent Trust Company
Louisiana
$203K +$192K +1,780 New
FNBT
675
FineMark National Bank & Trust
Florida
$201K +$97.2K +901 +105%

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.