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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
AW
826
ACG Wealth
Georgia
$276K +$286K +1,851 New
ABC
827
Associated Banc-Corp
Wisconsin
$275K
WP
828
WMS Partners
Maryland
$275K
WB
829
Webster Bank
Connecticut
$274K
CNBT
830
Canandaigua National Bank & Trust
New York
$273K
HA
831
Hamel Associates
New Jersey
$272K
CA
832
Cambridge Advisors
Nebraska
$271K
ASN
833
Advisory Services Network
Georgia
$271K +$200K +1,290 +245%
NAMA
834
Nikko Asset Management Americas
New York
$269K
RIA
835
Regal Investment Advisors
Michigan
$269K +$1.86K +12 +0.7%
FNT
836
First National Trust
Pennsylvania
$268K
EA
837
Elm Advisors
California
$264K -$7.73K -50 -3%
IB
838
Intrust Bank
Kansas
$264K -$2.01K -13 -0.7%
PAM
839
PartnerRe Asset Management
Connecticut
$262K -$463K -2,993 -63%
CA
840
Cetera Advisors
Colorado
$262K +$21.8K +141 +9%
Acadian Asset Management
841
Acadian Asset Management
Massachusetts
$257K -$99.1K -641 -27%
FNB
842
First Niagara Bank
New York
$256K -$116K -748 -30%
Fisher Asset Management
843
Fisher Asset Management
Washington
$254K +$619 +4 +0.2%
PAIA
844
Park Avenue Institutional Advisers
New York
$253K -$8.04K -52 -3%
Mariner
845
Mariner
Kansas
$252K -$663K -4,286 -72%
PP
846
Patten & Patten
Tennessee
$252K -$9.59K -62 -4%
AWM
847
Altavista Wealth Management
North Carolina
$249K -$13.8K -89 -5%
LNC
848
Lincoln National Corp
Pennsylvania
$247K +$284K +1,837 New
BJL
849
Brighton Jones LLC
Washington
$245K +$24.6K +159 +11%
SSG
850
Summit Securities Group
New York
$243K +$252K +1,628 New

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.