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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
SC
801
Savant Capital
Illinois
$304K +$1.39K +9 +0.4%
LOAMS
802
Lombard Odier Asset Management (Switzerland)
Switzerland
$303K
VFS
803
VSR Financial Services
Kansas
$301K -$1.55K -10 -0.5%
BHWM
804
Bar Harbor Wealth Management
New Hampshire
$301K
DIA
805
Denver Investment Advisors
Colorado
$299K
NIM
806
Needham Investment Management
New York
$298K
PFS
807
Prospera Financial Services
Texas
$298K +$67.7K +438 +28%
I
808
IberiaBank
Louisiana
$297K
TNBTD
809
Trustmark National Bank Trust Department
Mississippi
$297K
SFFS
810
Stonehage Fleming Financial Services
Jersey
$295K -$4.7M -30,370 -94%
SFM
811
Signature Financial Management
Virginia
$294K
CFG
812
Citizens Financial Group
Rhode Island
$293K +$305K +1,970 New
CWM
813
Confluence Wealth Management
Oregon
$292K
VST
814
Van Strum & Towne
California
$292K
TCM
815
TD Capital Management
Tennessee
$292K +$155 +1 +0.1%
SIG
816
Schooner Investment Group
Pennsylvania
$287K -$155K -1,000 -33%
RGC
817
Roberts, Glore & Co
Illinois
$286K -$30.9K -200 -9%
CW
818
Cabot-Wellington
Massachusetts
$283K
GIP
819
Granite Investment Partners
California
$283K
WTC
820
WhitTier Trust Company
Nevada
$283K
WA
821
Waverly Advisors
Alabama
$283K +$247K +1,600 +533%
QAM
822
Quantres Asset Management
Cayman Islands
$283K +$294K +1,900 New
BTNA
823
Bremer Trust National Association
Minnesota
$279K
RWA
824
River Wealth Advisors
Pennsylvania
$277K -$3.4K -22 -1%
SF
825
Synovus Financial
Georgia
$276K -$773 -5 -0.3%

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.