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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
Principal Financial Group
76
Principal Financial Group
Iowa
$52.3M -$3.38M -21,849 -6%
Nomura Holdings
77
Nomura Holdings
Japan
$52.2M +$15.3M +99,200 +39%
MFM
78
Marianas Fund Management
New York
$51.9M +$11.6M +74,700 +27%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$51.3M -$2.24M -14,509 -4%
Citigroup
80
Citigroup
New York
$51M +$41.6K +269 +0.1%
State of New Jersey Common Pension Fund D
81
State of New Jersey Common Pension Fund D
New Jersey
$50.7M +$4.64M +30,000 +10%
PG
82
PEAK6 Group
Illinois
$48.8M -$12.2M -78,837 -19%
NSCM
83
New South Capital Management
Tennessee
$48.7M -$2.06M -13,301 -4%
PRO
84
Pensioenfonds Rail & OV
Netherlands
$47.9M -$6.09M -39,342 -10%
Lord, Abbett & Co
85
Lord, Abbett & Co
New Jersey
$47.7M -$2.07M -13,400 -4%
EVM
86
Eaton Vance Management
Massachusetts
$47.5M -$1.55K -10 -0%
Allianz Asset Management
87
Allianz Asset Management
Germany
$47.1M +$3.66M +23,646 +8%
CM
88
Castleark Management
Illinois
$46.1M +$35.6K +230 +0.1%
LCOV
89
London Company of Virginia
Virginia
$45.8M +$8.91M +57,618 +23%
FMI
90
Factory Mutual Insurance
Massachusetts
$45.4M
OSAM
91
O'Shaughnessy Asset Management
Connecticut
$43.4M -$23.6M -152,849 -34%
HSBC Holdings
92
HSBC Holdings
United Kingdom
$43.1M +$4.9M +31,693 +12%
Franklin Resources
93
Franklin Resources
California
$41.6M -$15.7M -101,305 -27%
Retirement Systems of Alabama
94
Retirement Systems of Alabama
Alabama
$41.3M +$232K +1,502 +0.5%
O
95
OppenheimerFunds
New York
$40.1M +$7.99M +51,628 +24%
Ohio Public Employees Retirement System (OPERS)
96
Ohio Public Employees Retirement System (OPERS)
Ohio
$39.2M -$1.21M -7,794 -3%
MMH
97
Menora Mivtachim Holdings
Israel
$38.9M +$38.7K +250 +0.1%
SEI Investments
98
SEI Investments
Pennsylvania
$38.2M +$31.3M +202,339 +375%
SG Americas Securities
99
SG Americas Securities
New York
$38M -$30.7M -198,686 -44%
Credit Agricole
100
Credit Agricole
France
$37.6M +$1.99M +12,896 +5%

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.