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1,004 hedge funds and large institutions have $30B invested in FedEx in 2015 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 352 increasing their positions, 377 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 69

4% more funds holding

Funds holding: 9671,004 (+37)

1% less capital invested

Capital invested by funds: $30.2B → $30B (-$185M)

4% less call options, than puts

Call options by funds: $673M | Put options by funds: $705M

7% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 377

1.28% less ownership

Funds ownership: 74.71%73.42% (-1.3%)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

Holders
1,004
Holders Change
+37
Holders Change %
+3.83%
% of All Funds
26.34%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.68%
New
116
Increased
352
Reduced
377
Closed
69
Calls
$673M
Puts
$705M
Net Calls
-$31.7M
Net Calls Change
-$312M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$79.9M +$1.31M +8,485 +2%
MTB
52
Mizuho Trust & Banking
Japan
$77.3M +$1.45M +9,367 +2%
JG
53
Jefferies Group
New York
$76.8M +$24.6M +158,959 +45%
JP Morgan Chase
54
JP Morgan Chase
New York
$76.3M +$14.7M +95,278 +23%
CIC
55
Chilton Investment Company
Connecticut
$73.6M -$997K -6,447 -1%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$73.4M -$357K -2,309 -0.5%
JWBC
57
John W. Bristol & Co
New York
$73.3M -$2.11M -13,660 -3%
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$73.2M +$22.7M +146,466 +42%
CS
59
Credit Suisse
Switzerland
$72.9M -$3.73M -24,100 -5%
Swiss National Bank
60
Swiss National Bank
Switzerland
$72.6M +$1.01M +6,500 +1%
SCM
61
Sirios Capital Management
Massachusetts
$72.3M -$64M -413,732 -46%
AllianceBernstein
62
AllianceBernstein
Tennessee
$72.2M -$2.13M -13,796 -3%
Massachusetts Financial Services
63
Massachusetts Financial Services
Massachusetts
$66.8M -$34.6M -223,605 -33%
SO
64
STRS Ohio
Ohio
$63.9M +$12.4M +80,246 +23%
BJ
65
BlackRock Japan
Japan
$63.7M -$8.84M -57,147 -12%
RFC
66
Russell Frank Company
Washington
$63.3M -$7.57M -48,922 -10%
WHG
67
Westwood Holdings Group
Texas
$59.4M +$1.6M +10,313 +3%
Adage Capital Partners
68
Adage Capital Partners
Massachusetts
$59M -$449K -2,900 -0.7%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$57.8M -$1.32M -8,541 -2%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$56.9M +$218K +1,411 +0.4%
TA
71
Teachers Advisors
New York
$56.4M -$28.7M -185,407 -33%
VFA
72
Virtus Fund Advisers
Connecticut
$55.7M +$13.9M +90,038 +32%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$55M -$9.27M -59,924 -14%
Citadel Advisors
74
Citadel Advisors
Florida
$54.1M -$44.4M -286,830 -44%
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$53.7M +$14.8M +95,490 +36%

FDX Hedge Fund Activity: Q4 2015 in Review

1,004 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q4 2015, worth a combined $30B — down 0.61% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new FDX positions and 69 closed out — a net gain of 47 holders — while 352 added to existing stakes and 377 trimmed.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $301M. The largest seller was Fidelity Investments, cutting an estimated $324M.

  • 1,004 institutional investors held FedEx (FDX) as of Q4 2015, up from 967 in Q3 2015.
  • Funds reported $30B of FedEx stock for Q4 2015, down 0.61% quarter-over-quarter.
  • 116 funds opened new FedEx positions in Q4 2015 and 69 closed out, a net change of +47 holders.
  • The largest FedEx buyer in Q4 2015 was Canada Pension Plan Investment Board, an estimated $301M added.
  • The largest FedEx seller in Q4 2015 was Fidelity Investments, an estimated $324M sold.

Based on aggregated 13F filings for Q4 2015.