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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
OC
776
Oakworth Capital
Alabama
$343K +$217K +1,400 +156%
SIM
777
SSI Investment Management
California
$342K
SIC
778
SFE Investment Counsel
California
$339K +$352K +2,275 New
CYG
779
Clean Yield Group
Vermont
$335K -$13.1K -85 -3%
DC
780
Davenport & Co
Virginia
$335K -$57.8K -374 -14%
QC
781
QCM Cayman
Texas
$334K +$346K +2,239 New
GF
782
Gerstein Fisher
New York
$332K +$8.04K +52 +2%
SA
783
Strategic Advisors
New York
$329K +$342K +2,209 New
FNBT
784
FineMark National Bank & Trust
Florida
$328K +$928 +6 +0.3%
MBT
785
Montecito Bank & Trust
California
$328K +$340K +2,200 New
EHWM
786
Eads & Heald Wealth Management
Georgia
$327K
Verition Fund Management
787
Verition Fund Management
Connecticut
$326K -$1.71M -11,027 -83%
CL
788
CPWM LLC
Washington
$326K +$23.8K +154 +8%
WCM
789
Weik Capital Management
Pennsylvania
$320K +$67.3K +435 +25%
AAM
790
Azzad Asset Management
Virginia
$319K +$331K +2,143 New
MIM
791
Marco Investment Management
Georgia
$319K
BCM
792
Bayesian Capital Management
New York
$316K +$328K +2,119 New
BCMO
793
Buckingham Capital Management (Ohio)
Ohio
$313K -$1.55K -10 -0.5%
FSA
794
Franklin Street Advisors
North Carolina
$313K
ACI
795
Advance Capital I
Michigan
$313K +$325K +2,100 New
WIC
796
Woodmont Investment Counsel
Tennessee
$309K
PHS
797
Pekin Hardy Strauss
Illinois
$308K
BAM
798
Berkshire Asset Management
Pennsylvania
$307K +$319K +2,062 New
ARMT
799
Amica Retiree Medical Trust
Rhode Island
$306K
GT
800
Greenleaf Trust
Michigan
$304K -$116K -750 -27%

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.