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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
BC
726
Banced Corp
Illinois
$485K +$79.3K +513 +19%
IG
727
ING Group
Netherlands
$479K +$497K +3,215 New
GP
728
Girard Partners
Pennsylvania
$474K +$62K +401 +14%
GJIC
729
Gamble Jones Investment Counsel
California
$472K -$3.4K -22 -0.7%
EWM
730
Evercore Wealth Management
New York
$472K +$35.7K +231 +8%
WI
731
Wedgewood Investors
Pennsylvania
$471K -$15.5K -100 -3%
WTB
732
Washington Trust Bank
Washington
$449K -$56.8K -367 -11%
NJBEST
733
New Jersey Better Educational Savings Trust
New Jersey
$447K -$464K -3,000 -50%
TF
734
Tompkins Financial
New York
$447K +$3.25K +21 +0.7%
PFBT
735
Parkside Financial Bank & Trust
Missouri
$447K +$77K +498 +20%
CCA
736
Checchi Capital Advisers
California
$441K +$58.9K +381 +15%
WA
737
WFG Advisors
Texas
$436K +$197K +1,272 +77%
ZAM
738
Zevin Asset Management
Massachusetts
$434K
CFMC
739
Curbstone Financial Management Corp
New Hampshire
$434K +$217K +1,405 +93%
BDF
740
Balasa Dinverno & Foltz
$429K -$16.2K -105 -4%
KIG
741
Kovitz Investment Group
Illinois
$427K
GCMG
742
Gyroscope Capital Management Group
Florida
$422K +$40.7K +263 +10%
NIMI
743
Natixis Investment Managers International
France
$421K
BPC
744
Banque Pictet & Cie
Switzerland
$420K +$3.09K +20 +0.7%
OMCS
745
Old Mutual Customised Solutions
South Africa
$417K
ECM
746
Element Capital Management
New York
$417K +$433K +2,800 New
TH
747
TCTC Holdings
Texas
$415K
JWBC
748
J.W. Burns & Co
New York
$412K +$29.4K +190 +7%
ACP
749
Ashfield Capital Partners
California
$410K
FM
750
Foster & Motley
Ohio
$408K +$423K +2,737 New

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.