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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
BAM
926
Barrett Asset Management
New York
$29K +$16K +100 +100%
CFSG
927
Community Financial Services Group
Vermont
$24K
TSU
928
TD Securities (USA)
New York
$22K -$17M -106,613 -100%
CWM
929
Catamount Wealth Management
Connecticut
$22K -$2.33M -14,620 -99%
M
930
MOTCO
Texas
$20K
KT
931
Kanaly Trust
Texas
$20K +$1.12K +7 +5%
BGIM
932
Brandywine Global Investment Management
Pennsylvania
$19K
BCM
933
Brookstone Capital Management
Illinois
$19K
SHJ
934
Sharkey, Howes & Javer
Colorado
$19K
AA
935
AlphaMark Advisors
Kentucky
$18K
IP
936
Isthmus Partners
Wisconsin
$18K
TFO
937
Tarbox Family Office
California
$16K
AWM
938
Avior Wealth Management
Nebraska
$15K
HI
939
Hudock Inc
Pennsylvania
$15K
HA
940
Harfst & Associates
Wyoming
$14K -$13.4K -84 -46%
AC
941
Alexandria Capital
Virginia
$14K
CPIG
942
Chicago Partners Investment Group
Illinois
$14K
CMBA
943
C.M. Bidwell & Associates
Hawaii
$14K
GI
944
Gradient Investments
Minnesota
$14K
PG
945
Patten Group
Tennessee
$13.7K
TRCT
946
Tower Research Capital (TRC)
New York
$12K +$13.6K +85 New
NYLT
947
New York Life Trust
New York
$10K -$61.6K -386 -85%
RA
948
Rational Advisors
New York
$10K
APSP
949
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K
RFA
950
Reilly Financial Advisors
California
$9K

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.