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1,013 hedge funds and large institutions have $30.1B invested in FedEx in 2016 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 338 increasing their positions, 427 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 67

0% more funds holding

Funds holding: 1,0111,013 (+2)

4.61% less ownership

Funds ownership: 78.51%73.9% (-4.6%)

7% less capital invested

Capital invested by funds: $32.2B → $30.1B (-$2.1B)

21% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 427

24% less funds holding in top 10

Funds holding in top 10: 4937 (-12)

31% less call options, than puts

Call options by funds: $597M | Put options by funds: $863M

Holders
1,013
Holders Change
+2
Holders Change %
+0.2%
% of All Funds
27.03%
Holding in Top 10
37
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-24.49%
% of All Funds
0.99%
New
79
Increased
338
Reduced
427
Closed
67
Calls
$597M
Puts
$863M
Net Calls
-$266M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
IR
901
Invictus RG
Bermuda
$127K -$24.8K -153 -15%
DOA
902
D'Orazio & Associates
Virginia
$125K
RCM
903
Riverhead Capital Management
Delaware
$124K -$2.59M -15,975 -77%
DVM
904
Dreman Value Management
Florida
$121K
MCM
905
Manchester Capital Management
Vermont
$121K
EDRE
906
Edmond de Rothschild (Europe)
Luxembourg
$114K -$114K -700 -48%
CAW
907
Cornerstone Advisors (Washington)
Washington
$114K -$14.8K -91 -11%
GBT
908
Grove Bank & Trust
Florida
$112K -$14.4K -89 -11%
FPFS
909
First Personal Financial Services
North Carolina
$107K +$18K +111 +19%
SAMC
910
Shinko Asset Management Company
Japan
$102K -$5.19K -32 -5%
BKA
911
Brick & Kyle Associates
Pennsylvania
$99K
KA
912
Klingman & Associates
New York
$97K
HIIFS
913
Harel Insurance Investments & Financial Services
Israel
$97K +$26.8K +165 +35%
LNB
914
Ledyard National Bank
$94K
CFG
915
CKW Financial Group
Hawaii
$91K
NC
916
NewSquare Capital
Pennsylvania
$91K
TIM
917
Tortoise Investment Management
New York
$91K +$97.3K +600 New
KF
918
Krilogy Financial
Missouri
$90K +$66.2K +408 +224%
BWP
919
Baldwin Wealth Partners
Massachusetts
$89K -$13.1K -81 -12%
RWA
920
Ropes Wealth Advisors
Massachusetts
$88K +$22.7K +140 +32%
S
921
SignatureFD
Georgia
$87K +$15.4K +95 +20%
WP
922
WealthPLAN Partners
Nebraska
$86.3K +$179K +1,106 New
ATC
923
Adirondack Trust Company
New York
$86K
VCM
924
Versant Capital Management
Arizona
$83K -$162 -1 -0.2%
GXMC
925
Global X Management Company
New York
$83K +$31K +191 +54%

FDX Hedge Fund Activity: Q2 2016 in Review

1,013 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q2 2016, worth a combined $30.1B — down 6.5% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new FDX positions and 67 closed out — a net gain of 12 holders — while 338 added to existing stakes and 427 trimmed.

The largest buyer was Southpoint Capital Advisors, adding an estimated $121M. The largest seller was Royal London Asset Management, cutting an estimated $1.7B.

  • 1,013 institutional investors held FedEx (FDX) as of Q2 2016, up from 1,011 in Q1 2016.
  • Funds reported $30.1B of FedEx stock for Q2 2016, down 6.5% quarter-over-quarter.
  • 79 funds opened new FedEx positions in Q2 2016 and 67 closed out, a net change of +12 holders.
  • The largest FedEx buyer in Q2 2016 was Southpoint Capital Advisors, an estimated $121M added.
  • The largest FedEx seller in Q2 2016 was Royal London Asset Management, an estimated $1.7B sold.

Based on aggregated 13F filings for Q2 2016.