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FedEx
FDX

Overview Fund Activity

969 hedge funds and large institutions have $35.2B invested in FedEx in 2015 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 362 increasing their positions, 366 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
+11
Holders Change %
+1.15%
% of All Funds
25.85%
Holding in Top 10
31
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-35.42%
% of All Funds
0.83%
New
86
Increased
362
Reduced
366
Closed
67
Calls
$259M
Puts
$588M
Net Calls
-$330M
Net Calls Change
+$392M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$248M
2
TP
Third Point
New York
$149M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.49B
4
NAM
NorthCoast Asset Management
Connecticut
$80.9M
5
JHIU
Janus Henderson Investors US
Colorado
$177M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$545M
2
Dodge & Cox
Dodge & Cox
California
$2.15B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.06B
4
Citadel Advisors
Citadel Advisors
Florida
$39.3M
5
State Street
State Street
Massachusetts
$1.82B
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
926
Barrett Asset Management
New York
$29K -$862K -5,200 -97%
MWAN
927
Mariner Wealth Advisors (NYC)
Kansas
$28K +$28K +169 New
WCM
928
Wealthcare Capital Management
Virginia
$26K +$26K +160 New
NYLT
929
New York Life Trust
New York
$24K -$102K -630 -81%
M
930
MOTCO
Texas
$23K -$8.44K -51 -27%
PFG
931
Piershale Financial Group
Illinois
$22K – – –
IP
932
Isthmus Partners
Wisconsin
$21K -$16.4K -100 -44%
AA
933
AlphaMark Advisors
Kentucky
$21K – – –
SHJ
934
Sharkey, Howes & Javer
Colorado
$21K +$21K +125 New
TFO
935
Tarbox Family Office
California
$19K -$8.41K -50 -31%
KTC
936
Kistler-Tiffany Companies
Pennsylvania
$19K +$19K +115 New
AWM
937
Avior Wealth Management
Nebraska
$17K – – –
CMBA
938
C.M. Bidwell & Associates
Hawaii
$17K – – –
ASN
939
Advisory Services Network
Georgia
$17K – – –
HI
940
Hudock Inc
Pennsylvania
$17K +$162 +1 +1%
BGIM
941
Brandywine Global Investment Management
Pennsylvania
$17K +$3.2K +19 +23%
WP
942
WealthPLAN Partners
Nebraska
$17K +$17K +100 New
CPIG
943
Chicago Partners Investment Group
Illinois
$16K -$851 -5 -5%
GWS
944
Glassman Wealth Services
Virginia
$15K – – –
IMS
945
Index Management Solutions
Pennsylvania
$14K -$864K -5,305 -98%
HIM
946
Hillsdale Investment Management
Ontario, Canada
$12K -$291K -1,700 -96%
RA
947
Rational Advisors
New York
$11K -$7.33K -44 -40%
RFA
948
Reilly Financial Advisors
California
$10K – – –
UFA
949
US Financial Advisors
Massachusetts
$10K – – –
TRCT
950
Tower Research Capital (TRC)
New York
$10K +$10K +60 New
36 37
38
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