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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
SGH
851
Schonfeld Group Holdings
New York
– -$2.14M -16,163 Closed
LSA
852
L & S Advisors
California
– -$2.03M -15,338 Closed
CG
853
Clinton Group
New York
– -$2.02M -15,260 Closed
PAM
854
Princeton Alpha Management
New Jersey
– -$1.91M -14,376 Closed
TH
855
Timber Hill
Connecticut
– -$1.96M -14,066 Closed
PMAM
856
Picton Mahoney Asset Management
Ontario, Canada
– -$1.51M -11,400 Closed
CTI
857
Community Trust & Investment
Kentucky
– -$1.36M -10,290 Closed
QC
858
QCM Cayman
Texas
– -$1.26M -9,056 Closed
UCFA
859
United Capital Financial Advisors
Texas
– -$1.17M -8,842 Closed
CAS
860
CTC Alternative Strategies
Illinois
– -$1.17M -8,800 Closed
DCM
861
Dynamic Capital Management
Jersey
– -$919K -6,930 Closed
VAM
862
Visium Asset Management
New York
– -$906K -6,829 Closed
AGM
863
Alpine Global Management
New York
– -$904K -6,817 Closed
MTIM
864
Marathon Trading Investment Management
Pennsylvania
– -$623K -4,699 Closed
FLPIM
865
F.L. Putnam Investment Management
Massachusetts
– -$572K -4,318 Closed
IPRC
866
Indices-Pac Research Corporation
New Jersey
– -$443K -3,339 Closed
IC
867
IKOS CIF
Cyprus
– -$406K -3,015 Closed
QAM
868
Quantres Asset Management
Cayman Islands
– -$318K -2,400 Closed
TT
869
Tiedemann Trust
Delaware
– -$304 -2,295 Closed
EMG
870
Ellington Management Group
Connecticut
– -$278K -2,100 Closed
RG
871
Rathbones Group
United Kingdom
– -$261K -1,966 Closed
CCM
872
Cohen Capital Management
California
– -$226K -1,706 Closed
WSCM
873
Wellington Shields Capital Management
New York
– -$216K -1,630 Closed
BHB
874
Bank Hapoalim BM
Israel
– -$178K -1,315 Closed
GG
875
Gofen & Glossberg
Illinois
– -$174K -1,308 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.