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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
EDRAMF
851
Edmond de Rothschild Asset Management (France)
France
$191K +$212K +1,329 New
QCG
852
Quadrant Capital Group
Ohio
$190K -$2.55K -16 -1%
Lazard Asset Management
853
Lazard Asset Management
New York
$181K -$1.81M -11,348 -90%
CAW
854
Cornerstone Advisors (Washington)
Washington
$181K +$23.9K +150 +14%
Simplex Trading
855
Simplex Trading
Illinois
$168K -$2.5M -15,683 -93%
AW
856
Alpha Windward
Massachusetts
$166K -$1.75K -11 -0.9%
KTC
857
Kistler-Tiffany Companies
Pennsylvania
$160K +$127K +794 +252%
HCM
858
Highlander Capital Management
New Jersey
$158K -$16K -100 -8%
GWM
859
Gupta Wealth Management
California
$157K -$31.9K -200 -15%
KPCM
860
Kings Point Capital Management
New York
$148K +$958 +6 +0.6%
FCCM
861
First City Capital Management
Georgia
$143K
TCM
862
Tradewinds Capital Management
Washington
$142K +$3.99K +25 +3%
KCM
863
Karp Capital Management
California
$138K +$31.9K +200 +26%
OC
864
Oakworth Capital
Alabama
$130K
ATC
865
Adirondack Trust Company
New York
$123K +$798 +5 +0.6%
CS
866
Credential Securities
$122K +$12K +75 +10%
AIM
867
Advantage Investment Management
Iowa
$120K
DVM
868
Dreman Value Management
Florida
$115K
MCM
869
Manchester Capital Management
Vermont
$115K
SAMC
870
Shinko Asset Management Company
Japan
$109K -$4.95K -31 -4%
QAM
871
QCI Asset Management
New York
$102K -$5.59K -35 -5%
FFC
872
First Financial Corp
Indiana
$99K
BKA
873
Brick & Kyle Associates
Pennsylvania
$94K -$10.5K -66 -9%
KA
874
Klingman & Associates
New York
$91K +$31.9K +200 +46%
PSI
875
Pinnacle Summer Investments
Virginia
$89K +$98.1K +615 New

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.