We are live on ! Find out more

967 hedge funds and large institutions have $30.2B invested in FedEx in 2015 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 371 increasing their positions, 333 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $964M | Put options by funds: $684M

11% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 333

1.08% less ownership

Funds ownership: 75.78%74.71% (-1.1%)

3% less funds holding

Funds holding: 1,001967 (-34)

15% less funds holding in top 10

Funds holding in top 10: 3429 (-5)

17% less capital invested

Capital invested by funds: $36.5B → $30.2B (-$6.28B)

23% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 107

Holders
967
Holders Change
-34
Holders Change %
-3.4%
% of All Funds
27%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.81%
New
82
Increased
371
Reduced
333
Closed
107
Calls
$964M
Puts
$684M
Net Calls
+$281M
Net Calls Change
+$700M
Name Holding Trade Value Shares
Change
Change in
Stake
CPP
801
Crow Point Partners
Massachusetts
$265K +$294K +1,840 New
WP
802
WMS Partners
Maryland
$265K +$294K +1,843 New
CNBT
803
Canandaigua National Bank & Trust
New York
$264K
EA
804
Elm Advisors
California
$263K
DG
805
Davidson & Garrard
Virginia
$262K
HA
806
Hamel Associates
New Jersey
$262K
CA
807
Cambridge Advisors
Nebraska
$261K +$2.55K +16 +0.9%
FNT
808
First National Trust
Pennsylvania
$259K
RIA
809
Regal Investment Advisors
Michigan
$259K
ICOA
810
Investment Centers of America
North Dakota
$259K +$18.5K +116 +7%
EMG
811
Ellington Management Group
Connecticut
$259K +$287K +1,800 New
IB
812
Intrust Bank
Kansas
$257K -$48.5K -304 -15%
CCP
813
Clarkston Capital Partners
Michigan
$256K
NAMA
814
Nikko Asset Management Americas
New York
$255K
VFA
815
Voya Financial Advisors
Connecticut
$253K -$12K -75 -4%
AWM
816
Altavista Wealth Management
North Carolina
$253K +$281K +1,760 New
PAIA
817
Park Avenue Institutional Advisers
New York
$252K -$3.83K -24 -1%
PP
818
Patten & Patten
Tennessee
$252K +$19.9K +125 +8%
LI
819
LMCG Investments
Massachusetts
$247K
WCM
820
Weik Capital Management
Pennsylvania
$247K +$67.8K +425 +33%
Fisher Asset Management
821
Fisher Asset Management
Washington
$245K +$62.7K +393 +30%
LH
822
Lebenthal Holdings
New York
$243K -$1.42M -8,880 -84%
ICAS
823
Investors Capital Advisory Services
Massachusetts
$243K -$21.5K -135 -7%
HCM
824
Harvest Capital Management
New Hampshire
$242K
WA
825
WFG Advisors
Texas
$239K -$7.98K -50 -3%

FDX Hedge Fund Activity: Q3 2015 in Review

967 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q3 2015, worth a combined $30.2B — down 17% from $36.5B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of FDX and 82 opened new positions — a net loss of 25 holders — while 333 trimmed existing stakes and 371 added.

The largest buyer was Bank of America, adding an estimated $243M. The largest seller was Fidelity Investments, cutting an estimated $1.31B.

  • 967 institutional investors held FedEx (FDX) as of Q3 2015, down from 1,001 in Q2 2015.
  • Funds reported $30.2B of FedEx stock for Q3 2015, down 17% quarter-over-quarter.
  • 82 funds opened new FedEx positions in Q3 2015 and 107 closed out, a net change of -25 holders.
  • The largest FedEx buyer in Q3 2015 was Bank of America, an estimated $243M added.
  • The largest FedEx seller in Q3 2015 was Fidelity Investments, an estimated $1.31B sold.

Based on aggregated 13F filings for Q3 2015.