FedEx
1,001 hedge funds and large institutions have $36.5B invested in FedEx in 2015 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 359 increasing their positions, 372 reducing their positions, and 53 closing their positions.
81% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 53
10% more funds holding in top 10
Funds holding in top 10: 31 → 34 (+3)
3% more funds holding
Funds holding: 969 → 1,001 (+32)
4% more capital invested
Capital invested by funds: $35.2B → $36.5B (+$1.35B)
0.66% more ownership
Funds ownership: 75.13% → 75.78% (+0.66%)
3% less repeat investments, than reductions
Existing positions increased: 359 | Existing positions reduced: 372
59% less call options, than puts
Call options by funds: $295M | Put options by funds: $714M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$243M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$222M |
| 3 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$160M |
| 4 |
Neuberger Berman Group
New York
|
+$136M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$130M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$313M |
| 2 |
ESG
Emerging Sovereign Group
New York
|
-$119M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$111M |
| 4 |
State Street
Boston,
Massachusetts
|
-$107M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$87.2M |
FDX Hedge Fund Activity: Q2 2015 in Review
1,001 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q2 2015, worth a combined $36.5B — up 3.8% from $35.2B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new FDX positions and 53 closed out — a net gain of 43 holders — while 359 added to existing stakes and 372 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $243M. The largest seller was Capital Research Global Investors, cutting an estimated $313M.
- 1,001 institutional investors held FedEx (FDX) as of Q2 2015, up from 969 in Q1 2015.
- Funds reported $36.5B of FedEx stock for Q2 2015, up 3.8% quarter-over-quarter.
- 96 funds opened new FedEx positions in Q2 2015 and 53 closed out, a net change of +43 holders.
- The largest FedEx buyer in Q2 2015 was LSV Asset Management, an estimated $243M added.
- The largest FedEx seller in Q2 2015 was Capital Research Global Investors, an estimated $313M sold.
Based on aggregated 13F filings for Q2 2015.