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832 hedge funds and large institutions have $34.3B invested in FedEx in 2014 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 223 increasing their positions, 385 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 49

43% more funds holding in top 10

Funds holding in top 10: 21 → 30 (+9)

11% more capital invested

Capital invested by funds: $30.9B → $34.3B (+$3.34B)

3% more funds holding

Funds holding: 809 → 832 (+23)

2.56% less ownership

Funds ownership: 79.2% → 76.64% (-2.6%)

42% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 385

45% less call options, than puts

Call options by funds: $425M | Put options by funds: $766M

Holders
832
Holders Change
+23
Holders Change %
+2.84%
% of All Funds
23.91%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.86%
New
77
Increased
223
Reduced
385
Closed
49
Calls
$425M
Puts
$766M
Net Calls
-$342M
Net Calls Change
-$166M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$317M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$280M
3
AL
AJO LP
Pennsylvania
+$144M
4
Two Sigma Investments
Two Sigma Investments
New York
+$142M
5
Citadel Advisors
Citadel Advisors
Florida
+$119M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$392M
2
Harris Associates
Harris Associates
Illinois
-$229M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$206M
4
Goldman Sachs
Goldman Sachs
New York
-$187M
5
SFM
Soros Fund Management
New York
-$163M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
826
Madden Advisory Services
Florida
$3K – – –
MUMSS
827
Mitsubishi UFJ Morgan Stanley Securities
Japan
$3K +$2.79K +20 New
WOC
828
West Oak Capital
California
$2.12K – – –
MIM
829
Macroview Investment Management
Maryland
$2K -$1.68K -12 -50%
BOK
830
Bank of Kentucky
Kentucky
$2K – – –
HCC
831
Hirtle Callaghan & Co
Pennsylvania
$2K – – –
EWM
832
Edge Wealth Management
New York
$1K – – –
SFM
833
Soros Fund Management
New York
– -$163M -1,232,974 Closed
BPM
834
Bronson Point Management
Connecticut
– -$13.6M -102,603 Closed
PG
835
PEAK6 Group
Illinois
– -$12.2M -87,321 Closed
JG
836
Jefferies Group
New York
– -$8.77M -66,185 Closed
BCM
837
Barometer Capital Management
Ontario, Canada
– -$8.62M -65,000 Closed
CIA
838
CSat Investment Advisory
Michigan
– -$7.57M -57,095 Closed
SCA
839
SAC Capital Advisors
Connecticut
– -$5.98M -45,139 Closed
GCP
840
GSA Capital Partners
United Kingdom
– -$5.05M -38,074 Closed
Walleye Trading
841
Walleye Trading
New York
– -$4.63M -33,171 Closed
AC
842
Ascend Capital
California
– -$4.19M -31,626 Closed
ESCM
843
Echo Street Capital Management
New York
– -$4.17M -31,456 Closed
SCM
844
Sandler Capital Management
New York
– -$4.15M -31,300 Closed
IIM
845
Ivory Investment Management
New York
– -$3.25M -24,487 Closed
TCM
846
Twin Capital Management
Pennsylvania
– -$3.15M -23,750 Closed
JIM
847
Jupiter Investment Management
United Kingdom
– -$2.93M -22,100 Closed
CCIA
848
Campbell & Co Investment Adviser
Maryland
– -$2.79M -21,025 Closed
HT
849
HAP Trading
New York
– -$2.62M -19,783 Closed
OCM
850
Olstein Capital Management
New York
– -$2.52M -19,000 Closed
32 33
34
35 36

FDX Hedge Fund Activity: Q2 2014 in Review

832 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q2 2014, worth a combined $34.3B — up 11% from $30.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new FDX positions and 49 closed out — a net gain of 28 holders — while 223 added to existing stakes and 385 trimmed.

The largest buyer was Norges Bank, adding an estimated $317M. The largest seller was T. Rowe Price Associates, cutting an estimated $392M.

  • 832 institutional investors held FedEx (FDX) as of Q2 2014, up from 809 in Q1 2014.
  • Funds reported $34.3B of FedEx stock for Q2 2014, up 11% quarter-over-quarter.
  • 77 funds opened new FedEx positions in Q2 2014 and 49 closed out, a net change of +28 holders.
  • The largest FedEx buyer in Q2 2014 was Norges Bank, an estimated $317M added.
  • The largest FedEx seller in Q2 2014 was T. Rowe Price Associates, an estimated $392M sold.

Based on aggregated 13F filings for Q2 2014.