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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
PG
976
Patten Group
Tennessee
$14.2K
HA
977
Harfst & Associates
Wyoming
$14K
DPA
978
Delphi Private Advisors
California
$14K +$14.8K +96 New
SI
979
Sentry Investments
Ontario, Canada
$12.5K +$13M +84,000 New
TSU
980
TD Securities (USA)
New York
$9K -$14.1K -91 -61%
APSP
981
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K
VCM
982
Vigilant Capital Management
Maine
$8K
PCP
983
Proficio Capital Partners
Massachusetts
$8K +$8.82K +57 New
FNBOO
984
First National Bank of Omaha
Nebraska
$6.44K +$16.9K +109 +0.3%
DA
985
Dunvegan Associates
California
$6K
RIM
986
Ranger Investment Management
Texas
$6K
FMP
987
Financial Management Professionals
Texas
$5K
LWA
988
Lenox Wealth Advisors
New York
$5K +$3.71K +24 +200%
KC
989
Kingfisher Capital
North Carolina
$5K +$5.41K +35 New
CWM
990
Catamount Wealth Management
Connecticut
$4K -$19.3K -125 -81%
N
991
Nuveen
North Carolina
$3.07K -$128K -828 -4%
HR
992
Howe & Rusling
New York
$3K
KM
993
Kalos Management
Georgia
$3K
ADL
994
Asset Dedication LLC
California
$3K +$2.94K +19 New
MFW
995
Mosaic Family Wealth
Missouri
$3K +$3.71K +24 New
FNYS
996
First New York Securities
New York
$2.98K -$50.3K -325 -94%
WOC
997
West Oak Capital
California
$2.09K
EWM
998
Endurance Wealth Management
Rhode Island
$2K
Lazard Asset Management
999
Lazard Asset Management
New York
$1K -$193K -1,250 -99%
EWM
1000
Edge Wealth Management
New York
$1K

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.