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832 hedge funds and large institutions have $34.3B invested in FedEx in 2014 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 223 increasing their positions, 385 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 49

43% more funds holding in top 10

Funds holding in top 10: 21 → 30 (+9)

11% more capital invested

Capital invested by funds: $30.9B → $34.3B (+$3.34B)

3% more funds holding

Funds holding: 809 → 832 (+23)

2.56% less ownership

Funds ownership: 79.2% → 76.64% (-2.6%)

42% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 385

45% less call options, than puts

Call options by funds: $425M | Put options by funds: $766M

Holders
832
Holders Change
+23
Holders Change %
+2.84%
% of All Funds
23.91%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.86%
New
77
Increased
223
Reduced
385
Closed
49
Calls
$425M
Puts
$766M
Net Calls
-$342M
Net Calls Change
-$166M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$317M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$280M
3
AL
AJO LP
Pennsylvania
+$144M
4
Two Sigma Investments
Two Sigma Investments
New York
+$142M
5
Citadel Advisors
Citadel Advisors
Florida
+$119M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$392M
2
Harris Associates
Harris Associates
Illinois
-$229M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$206M
4
Goldman Sachs
Goldman Sachs
New York
-$187M
5
SFM
Soros Fund Management
New York
-$163M
Name Holding Trade Value Shares
Change 		Change in
Stake
GTP
76
Global Thematic Partners
New York
$53.8M -$2.01M -14,375 -4%
Arrowstreet Capital
77
Arrowstreet Capital
Massachusetts
$53.7M +$1.26M +9,027 +3%
Principal Financial Group
78
Principal Financial Group
Iowa
$53.2M +$2.22M +15,889 +5%
TG
79
TCW Group
California
$51.4M -$1.94M -13,915 -4%
LCM
80
Lakewood Capital Management
New York
$51.3M -$6.98M -50,000 -13%
EVM
81
Eaton Vance Management
Massachusetts
$47.5M -$4.08M -29,185 -9%
GC
82
Guggenheim Capital
Illinois
$47M -$15.6M -111,872 -27%
M2MC
83
Matthew 25 Management Corp
Pennsylvania
$46.4M +$559K +4,000 +1%
Two Sigma Advisers
84
Two Sigma Advisers
New York
$46.2M +$42.6M +304,882 New
Credit Agricole
85
Credit Agricole
France
$46M +$39.5K +283 +0.1%
BJ
86
BlackRock Japan
Japan
$45.5M -$5.01M -35,850 -11%
Swiss National Bank
87
Swiss National Bank
Switzerland
$43.8M -$349K -2,500 -0.9%
MPMG
88
Minneapolis Portfolio Management Group
Minnesota
$41.3M -$290K -2,079 -0.8%
PIM
89
Profit Investment Management
Maryland
$41.3M -$1.58M -11,320 -4%
NSCM
90
New South Capital Management
Tennessee
$40.9M -$800K -5,725 -2%
HSBC Holdings
91
HSBC Holdings
United Kingdom
$40.8M +$3.81M +27,279 +11%
SAM
92
Steinberg Asset Management
New York
$39.9M -$1.35M -9,640 -4%
PHAM
93
Pacific Heights Asset Management
California
$39.4M – – –
SM
94
Seminole Management
New York
$39.1M +$36.1M +258,555 New
SO
95
STRS Ohio
Ohio
$38.8M -$8.56M -61,310 -19%
Macquarie Group
96
Macquarie Group
Australia
$38.7M -$845K -6,050 -2%
Los Angeles Capital Management
97
Los Angeles Capital Management
California
$37.7M +$1.14M +8,193 +3%
NFA
98
Nationwide Fund Advisors
Ohio
$37.3M -$5.64M -40,412 -14%
Citigroup
99
Citigroup
New York
$37.2M +$4.82M +34,491 +16%
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$36M -$589K -4,218 -2%
2 3
4
5 6

FDX Hedge Fund Activity: Q2 2014 in Review

832 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q2 2014, worth a combined $34.3B — up 11% from $30.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new FDX positions and 49 closed out — a net gain of 28 holders — while 223 added to existing stakes and 385 trimmed.

The largest buyer was Norges Bank, adding an estimated $317M. The largest seller was T. Rowe Price Associates, cutting an estimated $392M.

  • 832 institutional investors held FedEx (FDX) as of Q2 2014, up from 809 in Q1 2014.
  • Funds reported $34.3B of FedEx stock for Q2 2014, up 11% quarter-over-quarter.
  • 77 funds opened new FedEx positions in Q2 2014 and 49 closed out, a net change of +28 holders.
  • The largest FedEx buyer in Q2 2014 was Norges Bank, an estimated $317M added.
  • The largest FedEx seller in Q2 2014 was T. Rowe Price Associates, an estimated $392M sold.

Based on aggregated 13F filings for Q2 2014.