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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
DLHL
901
Donald L. Hagan LLC
Florida
$50K +$55.9K +350 New
FNYS
902
First New York Securities
New York
$49.7K +$55.1K +345 New
CFA
903
Carroll Financial Associates
North Carolina
$48K
AF
904
Allworth Financial
California
$47K
CB
905
Community Bank
New York
$44K
RFS
906
Rockefeller Financial Services
New York
$44K
RWA
907
Ropes Wealth Advisors
Massachusetts
$43K
WA
908
Waverly Advisors
Alabama
$43K
HCC
909
Hirtle Callaghan & Co
Pennsylvania
$41K
WEC
910
Winslow Evans & Crocker
Massachusetts
$38.9K
TDC
911
Thompson Davis & Co
Virginia
$38K +$160 +1 +0.4%
BBHC
912
Brown Brothers Harriman & Co
New York
$36K -$79.8K -500 -67%
MPWT
913
MassMutual Private Wealth & Trust
Connecticut
$35.5K
DSC
914
Duncker Streett & Co
Missouri
$35K +$160 +1 +0.4%
KF
915
Krilogy Financial
Missouri
$34K +$37.2K +233 New
PMFA
916
Plante Moran Financial Advisors
Michigan
$32K -$479 -3 -1%
IMS
917
Index Management Solutions
Pennsylvania
$32K +$1.92K +12 +6%
GWS
918
Glassman Wealth Services
Virginia
$32K +$21.1K +132 +143%
1832 Asset Management
919
1832 Asset Management
Ontario, Canada
$30K -$2.39K -15 -7%
EFSCE
920
Enterprise Financial Services Corp (EFSC)
Missouri
$30K +$2.08K +13 +7%
BAM
921
Bruderman Asset Management
New York
$29K
FIG
922
Fusion Investment Group
Pennsylvania
$29K
GAM
923
Gemmer Asset Management
California
$29K
NC
924
NewSquare Capital
Pennsylvania
$29K
CHP
925
Cable Hill Partners
Oregon
$29K +$2.23K +14 +8%

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.