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
CA
826
Cetera Advisors
Colorado
$231K +$257K +1,608 New
BFS
827
Bradley Foster & Sargent
Connecticut
$230K +$7.98K +50 +3%
PCM
828
Parsons Capital Management
Rhode Island
$227K
ACM
829
Argentus Capital Management
Texas
$226K +$250K +1,568 New
PFS
830
Prospera Financial Services
Texas
$225K +$249K +1,563 New
GLI
831
Guardian Life Insurance
New York
$220K +$60.2K +377 +33%
FBNAT
832
FirstMerit Bank N.A. Trustee
Ohio
$219K +$33.5K +210 +16%
BRWM
833
B. Riley Wealth Management
Tennessee
$218K +$1.6K +10 +0.7%
CFMC
834
Curbstone Financial Management Corp
New Hampshire
$217K
RB
835
Rodgers Brothers
Pennsylvania
$216K
BA
836
Birinyi Associates
Connecticut
$216K +$239K +1,500 New
BJL
837
Brighton Jones LLC
Washington
$214K +$1.12K +7 +0.5%
SC
838
SouthState Corp
Florida
$212K +$22.3K +140 +11%
FT
839
Fiduciary Trust
Massachusetts
$209K
ST
840
Smithfield Trust
Pennsylvania
$208K
BFEC
841
Benjamin F. Edwards & Company
Missouri
$207K +$31.1K +195 +16%
DWT
842
Dorsey & Whitney Trust
South Dakota
$204K -$8.62K -54 -4%
CCG
843
Cypress Capital Group
Florida
$202K
PNC
844
Park National Corp
Ohio
$202K
TTWM
845
TCV Trust & Wealth Management
Virginia
$202K
HDIM
846
Hanson & Doremus Investment Management
Vermont
$201K
DTL
847
Dynamic Technology Lab
Singapore
$200K -$94.2K -590 -30%
MFBTD
848
MB Financial Bank - Trust Department
Illinois
$198K -$30.5K -191 -12%
MCM
849
MV Capital Management
Maryland
$191K -$99.1K -621 -32%
CG
850
Colony Group
Massachusetts
$191K +$47.9K +300 +29%

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.