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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
CB
951
Community Bank
New York
$46K
HIM
952
Hillsdale Investment Management
Ontario, Canada
$46K +$48.6K +300 New
JCM
953
Jacobi Capital Management
Pennsylvania
$46K +$49K +302 New
TC
954
Trust Company
Kansas
$41K
WEC
955
Winslow Evans & Crocker
Massachusetts
$41K
SWA
956
Sutton Wealth Advisors
Florida
$38.7K
TDC
957
Thompson Davis & Co
Virginia
$38K -$167K -1,030 -80%
BBHC
958
Brown Brothers Harriman & Co
New York
$38K
DSC
959
Duncker Streett & Co
Missouri
$37K
PMFA
960
Plante Moran Financial Advisors
Michigan
$37K +$23.5K +145 +148%
EFSCE
961
Enterprise Financial Services Corp (EFSC)
Missouri
$36K +$1.95K +12 +5%
HCC
962
Hirtle Callaghan & Co
Pennsylvania
$34K
GAM
963
Gemmer Asset Management
California
$31K
VNA
964
Valley National Advisers
Pennsylvania
$31K
AssetMark Inc
965
AssetMark Inc
California
$30K
TJHA
966
Thomas J. Herzfeld Advisors
Florida
$30K
MUS
967
Mitsubishi UFJ Securities
Japan
$26K -$82.7K -510 -75%
MPWT
968
MassMutual Private Wealth & Trust
Connecticut
$25.3K -$9.08K -56 -25%
IC
969
IKOS CIF
Cyprus
$22K +$24.3K +150 New
M
970
MOTCO
Texas
$21K
TFO
971
Tarbox Family Office
California
$20K
AA
972
AlphaMark Advisors
Kentucky
$19K
GI
973
Gradient Investments
Minnesota
$19K
IP
974
Isthmus Partners
Wisconsin
$19K
SHJ
975
Sharkey, Howes & Javer
Colorado
$19K

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.