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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
IWMPD
651
Integrated Wealth Management (Palm Desert)
California
$701K +$8.14K +51 +1%
JT
652
Jump Trading
Illinois
$699K +$473K +2,966 +157%
FCH
653
Freestone Capital Holdings
Washington
$699K +$774K +4,853 New
CWM
654
Concert Wealth Management
California
$694K +$55.4K +347 +8%
PAM
655
PartnerRe Asset Management
Connecticut
$684K -$1.28K -8 -0.2%
OIA
656
Optimum Investment Advisors
Illinois
$681K +$755K +4,730 New
TWI
657
Thomas White International
Illinois
$680K -$81.1K -508 -10%
FNBOH
658
First National Bank of Hutchinson
Kansas
$678K +$45.5K +285 +6%
CCM
659
Chickasaw Capital Management
Tennessee
$677K
WT
660
Whittier Trust
California
$667K -$294K -1,840 -28%
PA
661
Profund Advisors
Maryland
$664K -$258K -1,615 -26%
QI
662
QS Investors
New York
$663K -$241K -1,508 -25%
Bessemer Group
663
Bessemer Group
New Jersey
$661K +$9.89K +62 +1%
GIA
664
Granite Investment Advisors
New Hampshire
$655K -$51.9K -325 -7%
ZIC
665
ZWJ Investment Counsel
Georgia
$655K
DPIM
666
Duff & Phelps Investment Management
Illinois
$647K -$38.3K -240 -5%
Fiera Capital (Canada)
667
Fiera Capital (Canada)
Quebec, Canada
$639K
MNBTD
668
Moody National Bank Trust Division
Texas
$637K +$798 +5 +0.1%
WC
669
Woodstock Corp
Massachusetts
$620K -$124K -775 -15%
PCM
670
Perritt Capital Management
Illinois
$619K -$2.39K -15 -0.3%
1GA
671
1st Global Advisors
Texas
$607K +$28.1K +176 +4%
ANRIA
672
American National Registered Investment Advisor
Texas
$603K
ITIM
673
Indiana Trust & Investment Management
Indiana
$600K -$9.89K -62 -1%
Connor, Clark & Lunn Investment Management (CC&L)
674
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$595K -$722K -4,525 -52%
BFM
675
Boothbay Fund Management
New York
$593K +$657K +4,117 New

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.