We are live on ! Find out more
FDX icon

FedEx
FDX

1,013 hedge funds and large institutions have $30.1B invested in FedEx in 2016 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 338 increasing their positions, 427 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 67

0% more funds holding

Funds holding: 1,011 → 1,013 (+2)

4.61% less ownership

Funds ownership: 78.51% → 73.9% (-4.6%)

7% less capital invested

Capital invested by funds: $32.2B → $30.1B (-$2.1B)

21% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 427

24% less funds holding in top 10

Funds holding in top 10: 49 → 37 (-12)

31% less call options, than puts

Call options by funds: $597M | Put options by funds: $863M

Holders
1,013
Holders Change
+2
Holders Change %
+0.2%
% of All Funds
27.03%
Holding in Top 10
37
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-24.49%
% of All Funds
0.99%
New
79
Increased
338
Reduced
427
Closed
67
Calls
$597M
Puts
$863M
Net Calls
-$266M
Net Calls Change
-$147M

Top Buyers

1
SCA
Southpoint Capital Advisors
New York
+$121M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$101M
3
Millennium Management
Millennium Management
New York
+$46.6M
4
First Manhattan
First Manhattan
New York
+$44.5M
5
Goldman Sachs
Goldman Sachs
New York
+$39.2M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.7B
2
BIT
BlackRock Institutional Trust
California
-$79.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$75M
4
Deutsche Bank
Deutsche Bank
Germany
-$70.3M
5
State Street
State Street
Massachusetts
-$63.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HR
1001
Howe & Rusling
New York
$3K – – –
MA
1002
MCF Advisors
Kentucky
$3K +$3.24K +20 New
HCM
1003
Herndon Capital Management
Georgia
$3K +$3.73K +23 New
WOC
1004
West Oak Capital
California
$2.13K – – –
RI
1005
Redwood Investments
Massachusetts
$2K -$486 -3 -20%
CWM
1006
Catamount Wealth Management
Connecticut
$2K – – –
EWM
1007
Endurance Wealth Management
Rhode Island
$2K – – –
EWM
1008
Edge Wealth Management
New York
$1K – – –
RAM
1009
Riggs Asset Management
Pennsylvania
$1K – – –
NR
1010
Newfound Research
Massachusetts
$1K +$973 +6 New
AT
1011
Arden Trust
Delaware
$949 -$31.9K -197 -3%
PRCM
1012
Pine River Capital Management
Minnesota
$875 -$1.2M -7,400 -56%
FHC
1013
First Heartland Consultants
Missouri
$210 +$324 +2 +0.1%
ECM
1014
Element Capital Management
New York
– -$30.5M -187,486 Closed
SM
1015
Seminole Management
New York
– -$27.8M -170,943 Closed
TM
1016
Tiger Management
New York
– -$20.3M -124,600 Closed
BIM
1017
BRC Investment Management
Colorado
– -$17.5M -107,310 Closed
CCM
1018
Cobalt Capital Management
New Jersey
– -$11.2M -68,712 Closed
CGM
1019
Capital Growth Management
Massachusetts
– -$10.6M -65,000 Closed
QC
1020
Quadrature Capital
United Kingdom
– -$9.25M -56,846 Closed
AC
1021
Allstate Corporation
Illinois
– -$7.19M -44,170 Closed
MAM
1022
Majedie Asset Management
United Kingdom
– -$5.76M -35,420 Closed
Janney Montgomery Scott
1023
Janney Montgomery Scott
Pennsylvania
– -$5.68M -34,915 Closed
ERIM
1024
Eagle Ridge Investment Management
Connecticut
– -$5.65M -34,730 Closed
LBC
1025
Lowe Brockenbrough & Co
Virginia
– -$5.51M -33,845 Closed
39 40
41
42 43

FDX Hedge Fund Activity: Q2 2016 in Review

1,013 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q2 2016, worth a combined $30.1B — down 6.5% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new FDX positions and 67 closed out — a net gain of 12 holders — while 338 added to existing stakes and 427 trimmed.

The largest buyer was Southpoint Capital Advisors, adding an estimated $121M. The largest seller was Royal London Asset Management, cutting an estimated $1.7B.

  • 1,013 institutional investors held FedEx (FDX) as of Q2 2016, up from 1,011 in Q1 2016.
  • Funds reported $30.1B of FedEx stock for Q2 2016, down 6.5% quarter-over-quarter.
  • 79 funds opened new FedEx positions in Q2 2016 and 67 closed out, a net change of +12 holders.
  • The largest FedEx buyer in Q2 2016 was Southpoint Capital Advisors, an estimated $121M added.
  • The largest FedEx seller in Q2 2016 was Royal London Asset Management, an estimated $1.7B sold.

Based on aggregated 13F filings for Q2 2016.