FedEx
969 hedge funds and large institutions have $35.2B invested in FedEx in 2015 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 362 increasing their positions, 366 reducing their positions, and 67 closing their positions.
28% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 67
1% more funds holding
Funds holding: 958 → 969 (+11)
1% less repeat investments, than reductions
Existing positions increased: 362 | Existing positions reduced: 366
1.14% less ownership
Funds ownership: 76.27% → 75.13% (-1.1%)
6% less capital invested
Capital invested by funds: $37.4B → $35.2B (-$2.23B)
35% less funds holding in top 10
Funds holding in top 10: 48 → 31 (-17)
56% less call options, than puts
Call options by funds: $259M | Put options by funds: $588M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$181M |
| 2 |
TP
Third Point
New York
|
+$156M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$86.3M |
| 4 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
+$84.9M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$84.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$638M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$282M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$226M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$161M |
| 5 |
State Street
Boston,
Massachusetts
|
-$123M |
FDX Hedge Fund Activity: Q1 2015 in Review
969 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q1 2015, worth a combined $35.2B — down 6% from $37.4B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new FDX positions and 67 closed out — a net gain of 19 holders — while 362 added to existing stakes and 366 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $181M. The largest seller was Harris Associates, cutting an estimated $638M.
- 969 institutional investors held FedEx (FDX) as of Q1 2015, up from 958 in Q4 2014.
- Funds reported $35.2B of FedEx stock for Q1 2015, down 6% quarter-over-quarter.
- 86 funds opened new FedEx positions in Q1 2015 and 67 closed out, a net change of +19 holders.
- The largest FedEx buyer in Q1 2015 was Bank of Montreal, an estimated $181M added.
- The largest FedEx seller in Q1 2015 was Harris Associates, an estimated $638M sold.
Based on aggregated 13F filings for Q1 2015.