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967 hedge funds and large institutions have $30.2B invested in FedEx in 2015 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 371 increasing their positions, 333 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $964M | Put options by funds: $684M

11% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 333

1.08% less ownership

Funds ownership: 75.78%74.71% (-1.1%)

3% less funds holding

Funds holding: 1,001967 (-34)

15% less funds holding in top 10

Funds holding in top 10: 3429 (-5)

17% less capital invested

Capital invested by funds: $36.5B → $30.2B (-$6.28B)

23% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 107

Holders
967
Holders Change
-34
Holders Change %
-3.4%
% of All Funds
27%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.81%
New
82
Increased
371
Reduced
333
Closed
107
Calls
$964M
Puts
$684M
Net Calls
+$281M
Net Calls Change
+$700M
Name Holding Trade Value Shares
Change
Change in
Stake
SMG
1001
Spectrum Management Group
Indiana
-$1.19M -6,985 Closed
CS
1002
Comerica Securities
Michigan
-$1.19M -6,976 Closed
USGIU
1003
U.S. Global Investors (USGI)
Texas
-$1.11M -6,500 Closed
NAP
1004
New Amsterdam Partners
New York
-$972K -5,706 Closed
CO
1005
Caldwell & Orkin
Georgia
-$928K -5,445 Closed
WAS
1006
Winch Advisory Services
Wisconsin
-$889K -5,217 Closed
ACI
1007
Advance Capital I
Michigan
-$886K -5,200 Closed
AGM
1008
Alpine Global Management
New York
-$858K -5,038 Closed
GLA
1009
Great Lakes Advisors
Illinois
-$797K -4,676 Closed
BCM
1010
Beck Capital Management
Texas
-$752K -4,415 Closed
EGM
1011
Engineers Gate Manager
New York
-$665K -3,900 Closed
MSU
1012
Maple Securities USA
New Jersey
-$660K -3,873 Closed
PL
1013
Parkwood LLC
Ohio
-$653K -3,832 Closed
MCC
1014
Mid Continent Capital
Illinois
-$567K -3,325 Closed
QI
1015
Quotient Investors
New York
-$528K -3,100 Closed
I2I
1016
Insight 2811 Inc
Illinois
-$527K -3,090 Closed
MFS
1017
Monetta Financial Services
Illinois
-$511K -3,000 Closed
MIP
1018
Marietta Investment Partners
Wisconsin
-$500K -2,932 Closed
JIP
1019
Jaffetilchin Investment Partners
Florida
-$449K -2,637 Closed
HCMT
1020
Highland Capital Management (Texas)
Texas
-$426K -2,500 Closed
SHWM
1021
Smith & Howard Wealth Management
Georgia
-$418K -2,454 Closed
PCM
1022
Prelude Capital Management
New York
-$385K -2,260 Closed
GC
1023
Grimes & Company
Massachusetts
-$375K -2,201 Closed
BRWA
1024
B. Riley Wealth Advisors
Florida
-$352K -2,058 Closed
GCC
1025
Guardian Capital (Canada)
Ontario, Canada
-$345K -2,022 Closed

FDX Hedge Fund Activity: Q3 2015 in Review

967 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q3 2015, worth a combined $30.2B — down 17% from $36.5B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of FDX and 82 opened new positions — a net loss of 25 holders — while 333 trimmed existing stakes and 371 added.

The largest buyer was Bank of America, adding an estimated $243M. The largest seller was Fidelity Investments, cutting an estimated $1.31B.

  • 967 institutional investors held FedEx (FDX) as of Q3 2015, down from 1,001 in Q2 2015.
  • Funds reported $30.2B of FedEx stock for Q3 2015, down 17% quarter-over-quarter.
  • 82 funds opened new FedEx positions in Q3 2015 and 107 closed out, a net change of -25 holders.
  • The largest FedEx buyer in Q3 2015 was Bank of America, an estimated $243M added.
  • The largest FedEx seller in Q3 2015 was Fidelity Investments, an estimated $1.31B sold.

Based on aggregated 13F filings for Q3 2015.