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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
MCM
901
Manchester Capital Management
Vermont
$119K
GBT
902
Grove Bank & Trust
Florida
$119K +$124K +802 New
SAMC
903
Shinko Asset Management Company
Japan
$113K
SFU
904
Stonehage Fleming (UK)
United Kingdom
$112K -$1.17M -7,560 -91%
QAM
905
QCI Asset Management
New York
$102K -$3.87K -25 -4%
BKA
906
Brick & Kyle Associates
Pennsylvania
$97K
KA
907
Klingman & Associates
New York
$95K
VIA
908
Vantage Investment Advisors
Pennsylvania
$90K
CFG
909
CKW Financial Group
Hawaii
$89K
FPFS
910
First Personal Financial Services
North Carolina
$89K
VCM
911
Versant Capital Management
Arizona
$84K +$87.7K +567 New
Manulife (Manufacturers Life Insurance)
912
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$83.6K -$1.33M -8,601 -2%
NCMG
913
NCM Capital Management Group
North Carolina
$82K
ATC
914
Adirondack Trust Company
New York
$76K -$44.1K -285 -33%
DBT
915
Dubuque Bank & Trust
Iowa
$76K
AIA
916
Allegis Investment Advisors
Idaho
$75K +$78.1K +505 New
AI
917
ArchPoint Investors
Florida
$74K +$77.3K +500 New
MWP
918
MYCIO Wealth Partners
Pennsylvania
$73K +$11.6K +75 +18%
HIIFS
919
Harel Insurance Investments & Financial Services
Israel
$69K +$71.1K +460 New
HPBT
920
High Point Bank & Trust
North Carolina
$67K -$15.5K -100 -18%
LNB
921
Ledyard National Bank
$67K
ZB
922
Zions Bancorporation
Utah
$63K +$2.17K +14 +3%
AWM
923
AllSquare Wealth Management
New York
$60K
JIC
924
Joel Isaacson & Co
New York
$60K
MI
925
Markston International
New York
$60K

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.