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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
FTIOP
676
Fiduciary Trust International of Pennsylvania
Pennsylvania
$591K -$4.84M -30,300 -88%
NPC
677
National Planning Corporation
California
$590K +$16.3K +102 +3%
BC
678
Barnett & Company
Tennessee
$589K +$347K +2,175 +114%
MWM
679
Merriman Wealth Management
Washington
$583K
SPC
680
Sigma Planning Corp
Michigan
$582K -$55.5K -348 -8%
ATC
681
Argent Trust Co
Tennessee
$581K +$39.1K +245 +6%
KIA
682
KCM Investment Advisors
California
$580K -$4.15K -26 -0.6%
SHA
683
Smith Hayes Advisers
Nebraska
$580K +$8.46K +53 +1%
IMAS
684
ID Management A/S
Denmark
$577K +$639K +4,006 New
SCA
685
Salient Capital Advisors
Texas
$574K -$8.14K -51 -1%
NFG
686
Next Financial Group
Texas
$571K -$90.8K -569 -13%
ECAM
687
East Coast Asset Management
Massachusetts
$571K +$63.8K +400 +11%
BCM
688
Becker Capital Management
Oregon
$567K -$77.4K -485 -11%
HCM
689
Hodges Capital Management
Texas
$554K -$3.99K -25 -0.6%
RMAM
690
Raab & Moskowitz Asset Management
New Jersey
$532K -$28.6K -179 -5%
AWP
691
Ascent Wealth Partners
New York
$531K +$20.7K +130 +4%
WS
692
Wedbush Securities
California
$519K -$5.11K -32 -0.9%
LNWWM
693
Laird Norton Wetherby Wealth Management
California
$514K +$798 +5 +0.1%
BOTW
694
Bank of the West
California
$509K +$121K +758 +27%
BG
695
Bollard Group
Massachusetts
$508K +$638 +4 +0.1%
ClearBridge Investments
696
ClearBridge Investments
New York
$507K
LBA
697
Letko, Brosseau & Associates
Quebec, Canada
$504K
SNT
698
Security National Trust
West Virginia
$500K +$195K +1,225 +54%
MPI
699
Mairs & Power Inc
Minnesota
$499K
SCM
700
Salem Capital Management
Massachusetts
$497K +$79.8K +500 +17%

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.