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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
JEW
676
Jamison Eaton & Wood
New Jersey
$194K +$183K +1,700 New
IRS
677
Invictus RG (Singapore)
Singapore
$186K -$149K -1,383 -46%
Fuller & Thaler Asset Management
678
Fuller & Thaler Asset Management
California
$171K -$54K -500 -25%
IC
679
IKOS CIF
Cyprus
$170K +$162K +1,500 New
HDIM
680
Hanson & Doremus Investment Management
Vermont
$164K
SAMC
681
Shinko Asset Management Company
Japan
$160K -$10.8K -100 -7%
ST
682
Smithfield Trust
Pennsylvania
$160K
AW
683
Alpha Windward
Massachusetts
$158K +$2.59K +24 +2%
Group One Trading
684
Group One Trading
Illinois
$148K +$140K +1,300 New
SSB
685
Sandy Spring Bank
Maryland
$139K +$79.9K +740 +154%
USGIU
686
U.S. Global Investors (USGI)
Texas
$126K
PTC
687
Private Trust Company
Ohio
$116K +$7.45K +69 +7%
CC
688
Colrain Capital
Massachusetts
$114K -$723K -6,700 -87%
PSI
689
Pinnacle Summer Investments
Virginia
$92K
LIA
690
LS Investment Advisors
Michigan
$89K +$32.5K +301 +63%
CBT
691
Central Bank & Trust
Kentucky
$86K -$11.4K -106 -12%
FFC
692
First Financial Corp
Indiana
$84K -$10.3K -95 -11%
GG
693
Gofen & Glossberg
Illinois
$84K +$79.6K +738 New
BKBG
694
BHF Kleinwort Benson Group
Belgium
$80K -$104K -963 -58%
WF
695
WealthTrust Fairport
Ohio
$80K
NIM
696
NuWave Investment Management
New Jersey
$76K +$65.2K +604 +1,060%
LNB
697
Ledyard National Bank
$72K
RNS
698
Robert N. Shapiro
$72K +$58.4K +541 +601%
CA
699
CapWealth Advisors
Tennessee
$69K
KPCM
700
Kings Point Capital Management
New York
$65K

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.