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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
QCG
876
Quadrant Capital Group
Ohio
$203K +$7.12K +46 +3%
NED
877
Nancy E. Dempze
$202K +$210K +1,358 New
KA
878
Kovack Advisors
Florida
$200K +$208K +1,344 New
RP
879
Riverbridge Partners
Minnesota
$200K +$208K +1,345 New
MCM
880
MV Capital Management
Maryland
$197K
BFEC
881
Benjamin F. Edwards & Company
Missouri
$193K -$22.4K -145 -10%
GWM
882
Gupta Wealth Management
California
$192K +$30.9K +200 +18%
AIM
883
Assured Investment Management
New York
$191K -$118K -762 -37%
MFBTD
884
MB Financial Bank - Trust Department
Illinois
$189K -$16.7K -108 -8%
GLI
885
Guardian Life Insurance
New York
$186K -$43.8K -283 -19%
AW
886
Alpha Windward
Massachusetts
$175K +$3.09K +20 +2%
KTC
887
Kistler-Tiffany Companies
Pennsylvania
$169K +$4.33K +28 +3%
CG
888
Colony Group
Massachusetts
$153K -$46.4K -300 -23%
KPCM
889
Kings Point Capital Management
New York
$153K
FCCM
890
First City Capital Management
Georgia
$148K
AWM
891
Arbor Wealth Management
Florida
$146K +$175K +1,134 New
TCM
892
Tradewinds Capital Management
Washington
$145K -$1.7K -11 -1%
CS
893
Credential Securities
$142K +$16.2K +105 +12%
AC
894
Alexandria Capital
Virginia
$134K +$124K +800 +800%
CAW
895
Cornerstone Advisors (Washington)
Washington
$128K -$61.7K -399 -32%
AIM
896
Advantage Investment Management
Iowa
$124K
CAM
897
ClariVest Asset Management
California
$124K +$129K +831 New
RWA
898
Ropes Wealth Advisors
Massachusetts
$122K +$79.7K +515 +171%
FFC
899
First Financial Corp
Indiana
$121K +$18.6K +120 +17%
DVM
900
Dreman Value Management
Florida
$119K

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.