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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
VIA
876
Vantage Investment Advisors
Pennsylvania
$87K
CFG
877
CKW Financial Group
Hawaii
$86K
FPFS
878
First Personal Financial Services
North Carolina
$86K
LFR
879
Lehman Financial Resources
Pennsylvania
$86K
Manulife (Manufacturers Life Insurance)
880
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$82K -$22M -138,166 -20%
HPBT
881
High Point Bank & Trust
North Carolina
$79K +$3.99K +25 +5%
NCMG
882
NCM Capital Management Group
North Carolina
$79K +$31.9K +200 +57%
ASN
883
Advisory Services Network
Georgia
$76K +$4.15K +26 +5%
DBT
884
Dubuque Bank & Trust
Iowa
$74K +$81.9K +513 New
ZB
885
Zions Bancorporation
Utah
$67K +$38.1K +239 +121%
CCS
886
Crosspoint Capital Strategies
California
$66K -$798 -5 -1%
LNB
887
Ledyard National Bank
$65K
CIM
888
CenturyLink Investment Management
Colorado
$63K -$243K -1,523 -78%
SIM
889
Sonora Investment Management
Arizona
$63K +$68K +426 New
MWP
890
MYCIO Wealth Partners
Pennsylvania
$60K -$57.9K -363 -46%
AWM
891
AllSquare Wealth Management
New York
$58K -$10.2K -64 -14%
JIC
892
Joel Isaacson & Co
New York
$58K
MI
893
Markston International
New York
$58K
TJHA
894
Thomas J. Herzfeld Advisors
Florida
$58K
WA
895
Winfield Associates
Ohio
$58K +$63.8K +400 New
TC
896
Trust Company
Kansas
$57K -$1.19M -7,442 -95%
CHC
897
City Holding Co
West Virginia
$54K
GXMC
898
Global X Management Company
New York
$54K +$638 +4 +1%
S
899
SignatureFD
Georgia
$50K -$27.4K -172 -33%
TSW
900
Thompson Siegel & Walmsley
Virginia
$50K

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.