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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
Massachusetts Financial Services
51
Massachusetts Financial Services
Massachusetts
$96.8M -$11.7M -73,430 -10%
AQR Capital Management
52
AQR Capital Management
Connecticut
$96M -$36.3M -227,469 -25%
Citadel Advisors
53
Citadel Advisors
Florida
$93.5M +$69.2M +433,454 +200%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$92.1M +$55M +344,908 +117%
PPA
55
Parametric Portfolio Associates
Washington
$86.1M +$3.08M +19,311 +3%
Mitsubishi UFJ Trust & Banking
56
Mitsubishi UFJ Trust & Banking
Japan
$84.8M -$3.39M -21,262 -3%
TA
57
Teachers Advisors
New York
$81.2M -$3.27M -20,479 -4%
Invesco
58
Invesco
Georgia
$78.2M -$7.2M -45,117 -8%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$76M +$1.56M +9,751 +2%
CS
60
Credit Suisse
Switzerland
$73.9M +$2.31M +14,466 +3%
MTB
61
Mizuho Trust & Banking
Japan
$73.2M +$8.55M +53,565 +12%
JWBC
62
John W. Bristol & Co
New York
$72.8M -$12.7M -79,824 -14%
CIC
63
Chilton Investment Company
Connecticut
$72M +$18.3M +114,429 +30%
AllianceBernstein
64
AllianceBernstein
Tennessee
$71.8M -$9.05M -56,731 -10%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$71.2M -$13.7K -86 -0%
BJ
66
BlackRock Japan
Japan
$69.8M +$26.4M +165,364 +52%
Swiss National Bank
67
Swiss National Bank
Switzerland
$69.3M +$7.42M +46,500 +11%
RFC
68
Russell Frank Company
Washington
$68.1M +$14.8M +92,852 +24%
OSAM
69
O'Shaughnessy Asset Management
Connecticut
$64M +$2.53M +15,854 +4%
Arrowstreet Capital
70
Arrowstreet Capital
Massachusetts
$63.6M +$70.5M +441,800 New
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$61.8M -$176M -1,101,014 -72%
JP Morgan Chase
72
JP Morgan Chase
New York
$60M -$57M -357,112 -46%
PG
73
PEAK6 Group
Illinois
$58.5M +$49.5M +310,159 +322%
Adage Capital Partners
74
Adage Capital Partners
Massachusetts
$57.4M -$1.31M -8,200 -2%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$57.1M -$29.5M -185,010 -32%

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.