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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
WPP
851
Whalerock Point Partners
Rhode Island
$242K -$81.2K -525 -24%
PCM
852
Parsons Capital Management
Rhode Island
$242K +$6.34K +41 +3%
BRWM
853
B. Riley Wealth Management
Tennessee
$239K +$13.9K +90 +6%
OLA
854
Oliver Luxxe Assets
New Jersey
$234K +$273K +1,768 New
NG
855
Northstar Group
New York
$232K +$241K +1,556 New
FIM
856
Freedom Investment Management
Connecticut
$226K +$235K +1,519 New
FBNAT
857
FirstMerit Bank N.A. Trustee
Ohio
$225K -$1.55K -10 -0.7%
FT
858
Fiduciary Trust
Massachusetts
$224K +$15.2K +98 +7%
BFS
859
Bradley Foster & Sargent
Connecticut
$223K -$15.5K -100 -6%
RB
860
Rodgers Brothers
Pennsylvania
$223K
DG
861
Davidson & Garrard
Virginia
$221K -$51.8K -335 -18%
ICAS
862
Investors Capital Advisory Services
Massachusetts
$218K -$35K -226 -13%
ST
863
Smithfield Trust
Pennsylvania
$216K -$155 -1 -0.1%
TAM
864
Trillium Asset Management
Massachusetts
$214K +$222K +1,436 New
Connor, Clark & Lunn Investment Management (CC&L)
865
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$212K -$418K -2,705 -65%
HCM
866
Harvest Capital Management
New Hampshire
$212K
SCM
867
Sterneck Capital Management
Missouri
$211K -$159K -1,025 -42%
CCP
868
Clarkston Capital Partners
Michigan
$210K -$57.2K -370 -21%
PNC
869
Park National Corp
Ohio
$210K
CCG
870
Cypress Capital Group
Florida
$209K
HDIM
871
Hanson & Doremus Investment Management
Vermont
$208K
PAM
872
Palisade Asset Management
Minnesota
$207K +$215K +1,390 New
RHBC
873
R.H. Bluestein & Co
Michigan
$206K -$1.9M -12,264 -90%
DWT
874
Dorsey & Whitney Trust
South Dakota
$205K -$5.26K -34 -2%
CC
875
Cornerstone Capital
California
$204K +$212K +1,370 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.