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759 hedge funds and large institutions have $29B invested in FedEx in 2013 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 224 increasing their positions, 324 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 1524 (+9)

47% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 57

17% more capital invested

Capital invested by funds: $24.7B → $29B (+$4.24B)

3% more funds holding

Funds holding: 738759 (+21)

1.54% more ownership

Funds ownership: 78.56%80.1% (+1.5%)

13% less call options, than puts

Call options by funds: $703M | Put options by funds: $812M

31% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 324

Holders
759
Holders Change
+21
Holders Change %
+2.85%
% of All Funds
24.61%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.78%
New
84
Increased
224
Reduced
324
Closed
57
Calls
$703M
Puts
$812M
Net Calls
-$109M
Net Calls Change
+$74.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
76
Fidelity International
Bermuda
$56.9M +$4.53M +41,939 +9%
Arrowstreet Capital
77
Arrowstreet Capital
Massachusetts
$53M +$49.1M +454,496 +4,669%
CM
78
Castleark Management
Illinois
$52.9M +$35.4M +327,650 New
SO
79
STRS Ohio
Ohio
$52.4M -$8.71M -80,694 -15%
PHAM
80
Pacific Heights Asset Management
California
$46.8M -$32.4M -300,000 -42%
NFA
81
Nationwide Fund Advisors
Ohio
$46.2M -$160K -1,483 -0.4%
RFC
82
Russell Frank Company
Washington
$45.9M -$32.4M -300,501 -43%
APG Asset Management
83
APG Asset Management
Netherlands
$45.5M -$3.19M -29,551 -7%
Prudential Financial
84
Prudential Financial
New Jersey
$44.5M -$113M -1,042,642 -73%
State of Wisconsin Investment Board
85
State of Wisconsin Investment Board
Wisconsin
$42.7M -$1.95M -18,070 -5%
EVM
86
Eaton Vance Management
Massachusetts
$41.7M -$1.56M -14,426 -4%
AAMU
87
Amundi Asset Management US
Massachusetts
$41.1M -$8.78M -81,329 -18%
MTB
88
Mizuho Trust & Banking
Japan
$40.8M
TG
89
TCW Group
California
$40.8M +$5.72M +52,983 +17%
BJ
90
BlackRock Japan
Japan
$40.2M -$8.16M -75,579 -18%
State of Tennessee, Department of Treasury
91
State of Tennessee, Department of Treasury
Tennessee
$39.5M +$37.3M +345,896 New
Principal Financial Group
92
Principal Financial Group
Iowa
$38.2M -$1.22M -11,313 -3%
Swiss National Bank
93
Swiss National Bank
Switzerland
$37.2M +$874K +8,100 +3%
SB
94
Suntrust Banks
Georgia
$35.9M -$26.7M -247,069 -44%
M2MC
95
Matthew 25 Management Corp
Pennsylvania
$35.5M +$2.43M +22,500 +8%
MPMG
96
Minneapolis Portfolio Management Group
Minnesota
$35.2M -$226K -2,098 -0.7%
Adage Capital Partners
97
Adage Capital Partners
Massachusetts
$33.7M +$31.9M +295,514 New
KFC
98
Klingenstein Fields & Co
New York
$33.7M -$7.59M -70,305 -19%
Barclays
99
Barclays
United Kingdom
$33.6M +$3.72M +34,439 +13%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$31.8M -$25.3M -234,501 -46%

FDX Hedge Fund Activity: Q3 2013 in Review

759 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q3 2013, worth a combined $29B — up 17% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new FDX positions and 57 closed out — a net gain of 27 holders — while 224 added to existing stakes and 324 trimmed.

The largest buyer was Third Point, opening a new position worth an estimated $216M. The largest seller was Marketfield Asset Management, cutting an estimated $115M.

  • 759 institutional investors held FedEx (FDX) as of Q3 2013, up from 738 in Q2 2013.
  • Funds reported $29B of FedEx stock for Q3 2013, up 17% quarter-over-quarter.
  • 84 funds opened new FedEx positions in Q3 2013 and 57 closed out, a net change of +27 holders.
  • The largest FedEx buyer in Q3 2013 was Third Point, an estimated $216M added.
  • The largest FedEx seller in Q3 2013 was Marketfield Asset Management, an estimated $115M sold.

Based on aggregated 13F filings for Q3 2013.