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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
PMFA
951
Plante Moran Financial Advisors
Michigan
$33K
BAM
952
Barrett Asset Management
New York
$30K
GAM
953
Gemmer Asset Management
California
$30K
NC
954
NewSquare Capital
Pennsylvania
$30K
UFA
955
US Financial Advisors
Massachusetts
$29K +$20.6K +133 +225%
BIM
956
Barton Investment Management
Pennsylvania
$28K +$29.1K +188 New
CHP
957
Cable Hill Partners
Oregon
$21K -$9.74K -63 -32%
M
958
MOTCO
Texas
$21K
NYLT
959
New York Life Trust
New York
$21K +$11.4K +74 +107%
WP
960
WealthPLAN Partners
Nebraska
$19.4K +$51K +330 New
AA
961
AlphaMark Advisors
Kentucky
$19K
IP
962
Isthmus Partners
Wisconsin
$19K
SHJ
963
Sharkey, Howes & Javer
Colorado
$19K
CG
964
Cutler Group
California
$19K +$20.6K +133 New
ACM
965
Argentus Capital Management
Texas
$18K -$224K -1,450 -92%
VCAM
966
Valentine Capital Asset Management
California
$18K +$19.3K +125 New
TFO
967
Tarbox Family Office
California
$17K
RCWMU
968
Rothschild & Co Wealth Management (UK)
United Kingdom
$16K +$16.6K +107 New
KT
969
Kanaly Trust
Texas
$15K -$5.72K -37 -26%
AWM
970
Avior Wealth Management
Nebraska
$15K
CPIG
971
Chicago Partners Investment Group
Illinois
$15K
CMBA
972
C.M. Bidwell & Associates
Hawaii
$15K
GI
973
Gradient Investments
Minnesota
$15K
HI
974
Hudock Inc
Pennsylvania
$15K
TRCT
975
Tower Research Capital (TRC)
New York
$15K +$2.32K +15 +18%

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.