FedEx
818 hedge funds and large institutions have $35.5B invested in FedEx in 2013 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 226 increasing their positions, 361 reducing their positions, and 52 closing their positions.
127% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 52
71% more funds holding in top 10
Funds holding in top 10: 24 → 41 (+17)
23% more capital invested
Capital invested by funds: $29B → $35.5B (+$6.56B)
8% more funds holding
Funds holding: 759 → 818 (+59)
0.8% less ownership
Funds ownership: 80.1% → 79.3% (-0.8%)
7% less call options, than puts
Call options by funds: $1.01B | Put options by funds: $1.08B
37% less repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 361
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.04B |
| 2 |
SC
Sculptor Capital
New York
|
+$271M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$171M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$105M |
| 5 |
ESG
Emerging Sovereign Group
New York
|
+$104M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
Perry Capital
New York
|
-$495M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$443M |
| 3 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$288M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$160M |
| 5 |
PC
PointState Capital
New York
|
-$151M |
FDX Hedge Fund Activity: Q4 2013 in Review
818 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q4 2013, worth a combined $35.5B — up 23% from $29B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new FDX positions and 52 closed out — a net gain of 66 holders — while 226 added to existing stakes and 361 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.04B. The largest seller was Perry Capital, cutting an estimated $495M.
- 818 institutional investors held FedEx (FDX) as of Q4 2013, up from 759 in Q3 2013.
- Funds reported $35.5B of FedEx stock for Q4 2013, up 23% quarter-over-quarter.
- 118 funds opened new FedEx positions in Q4 2013 and 52 closed out, a net change of +66 holders.
- The largest FedEx buyer in Q4 2013 was Fidelity Investments, an estimated $1.04B added.
- The largest FedEx seller in Q4 2013 was Perry Capital, an estimated $495M sold.
Based on aggregated 13F filings for Q4 2013.