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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
TJHA
926
Thomas J. Herzfeld Advisors
Florida
$60K
WA
927
WealthTrust-Arizona
Arizona
$60K +$62.6K +405 New
S
928
SignatureFD
Georgia
$58K +$6.5K +42 +12%
CHC
929
City Holding Co
West Virginia
$56K
SIM
930
Sonora Investment Management
Arizona
$52K -$11.6K -75 -18%
TSW
931
Thompson Siegel & Walmsley
Virginia
$52K
GBBWRPM
932
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$50K +$51.8K +335 New
TC
933
Trust Company
Kansas
$48.9K -$10.2K -66 -17%
AF
934
Allworth Financial
California
$48K
CB
935
Community Bank
New York
$48K +$2.32K +15 +5%
DOA
936
D'Orazio & Associates
Virginia
$48K +$46.4K +300 +1,200%
CFA
937
Carroll Financial Associates
North Carolina
$46K -$309 -2 -0.6%
RFS
938
Rockefeller Financial Services
New York
$45K
HCC
939
Hirtle Callaghan & Co
Pennsylvania
$42K
WEC
940
Winslow Evans & Crocker
Massachusetts
$40.2K
GXMC
941
Global X Management Company
New York
$39K -$17.5K -113 -30%
TDC
942
Thompson Davis & Co
Virginia
$38K -$1.55K -10 -4%
BBHC
943
Brown Brothers Harriman & Co
New York
$37K
MPWT
944
MassMutual Private Wealth & Trust
Connecticut
$36.2K +$3.56K +23 +10%
DSC
945
Duncker Streett & Co
Missouri
$36K
KF
946
Krilogy Financial
Missouri
$35K
EFSCE
947
Enterprise Financial Services Corp (EFSC)
Missouri
$35K +$4.64K +30 +15%
AssetMark Inc
948
AssetMark Inc
California
$35K +$36K +233 +7,767%
AFP
949
Ausdal Financial Partners
Iowa
$35K +$36.2K +234 New
GWS
950
Glassman Wealth Services
Virginia
$34K

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.