We are live on ! Find out more

1,013 hedge funds and large institutions have $30.1B invested in FedEx in 2016 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 338 increasing their positions, 427 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 67

0% more funds holding

Funds holding: 1,0111,013 (+2)

4.61% less ownership

Funds ownership: 78.51%73.9% (-4.6%)

7% less capital invested

Capital invested by funds: $32.2B → $30.1B (-$2.1B)

21% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 427

24% less funds holding in top 10

Funds holding in top 10: 4937 (-12)

31% less call options, than puts

Call options by funds: $597M | Put options by funds: $863M

Holders
1,013
Holders Change
+2
Holders Change %
+0.2%
% of All Funds
27.03%
Holding in Top 10
37
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-24.49%
% of All Funds
0.99%
New
79
Increased
338
Reduced
427
Closed
67
Calls
$597M
Puts
$863M
Net Calls
-$266M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
776
Oakworth Capital
Alabama
$387K
MWAC
777
Mariner Wealth Advisors (Cincinnati)
Ohio
$386K +$7.3K +45 +2%
EWM
778
Evercore Wealth Management
New York
$385K -$20.1K -124 -5%
CYG
779
Clean Yield Group
Vermont
$385K
GF
780
Gerstein Fisher
New York
$384K +$162 +1 +0%
FMLI
781
Fukoku Mutual Life Insurance
Japan
$379K -$32.4K -200 -7%
HCM
782
Harvey Capital Management
Florida
$379K
MIM
783
Miller Investment Management
Pennsylvania
$379K
MMPW
784
Mitchell McLeod Pugh & Williams
Alabama
$376K -$6.81K -42 -2%
RCM
785
RNC Capital Management
California
$373K +$18.6K +115 +5%
ACP
786
Ashfield Capital Partners
California
$372K
RMAM
787
Raab & Moskowitz Asset Management
New Jersey
$371K -$161K -992 -29%
Los Angeles Capital Management
788
Los Angeles Capital Management
California
$370K -$143K -881 -27%
Wolverine Trading
789
Wolverine Trading
Illinois
$370K +$399K +2,460 New
BFA
790
Bragg Financial Advisors
North Carolina
$369K -$23.5K -145 -6%
ICOA
791
Investment Centers of America
North Dakota
$365K -$18.6K -115 -5%
SSG
792
Summit Securities Group
New York
$364K +$389K +2,400 New
LNC
793
Lincoln National Corp
Pennsylvania
$363K -$4.54K -28 -1%
KTC
794
Kistler-Tiffany Companies
Pennsylvania
$363K +$141K +868 +57%
TSWM
795
Triangle Securities Wealth Management
North Carolina
$361K -$28.4K -175 -7%
SIM
796
SSI Investment Management
California
$358K +$7.78K +48 +2%
GWM
797
Geneos Wealth Management
Colorado
$357K +$13K +80 +4%
TIA
798
Tiemann Investment Advisors
California
$356K
HCM
799
Highlander Capital Management
New Jersey
$349K -$64.9K -400 -15%
GG
800
Gofen & Glossberg
Illinois
$349K -$16.2K -100 -4%

FDX Hedge Fund Activity: Q2 2016 in Review

1,013 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q2 2016, worth a combined $30.1B — down 6.5% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new FDX positions and 67 closed out — a net gain of 12 holders — while 338 added to existing stakes and 427 trimmed.

The largest buyer was Southpoint Capital Advisors, adding an estimated $121M. The largest seller was Royal London Asset Management, cutting an estimated $1.7B.

  • 1,013 institutional investors held FedEx (FDX) as of Q2 2016, up from 1,011 in Q1 2016.
  • Funds reported $30.1B of FedEx stock for Q2 2016, down 6.5% quarter-over-quarter.
  • 79 funds opened new FedEx positions in Q2 2016 and 67 closed out, a net change of +12 holders.
  • The largest FedEx buyer in Q2 2016 was Southpoint Capital Advisors, an estimated $121M added.
  • The largest FedEx seller in Q2 2016 was Royal London Asset Management, an estimated $1.7B sold.

Based on aggregated 13F filings for Q2 2016.