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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
DP
1051
Dearborn Partners
Illinois
-$211K -1,238 Closed
NB
1052
NBT Bank
New York
-$208K -1,220 Closed
UR
1053
USCA RIA
Texas
-$205K -1,202 Closed
CCM
1054
CrestPoint Capital Management
Missouri
-$204K -1,200 Closed
ESBC
1055
E.S. Barr & Co
Kentucky
-$204K -1,200 Closed
MHIC
1056
Marble Harbor Investment Counsel
Massachusetts
-$204K -1,200 Closed
TCM
1057
Twin Capital Management
Pennsylvania
-$204K -1,200 Closed
FHC
1058
First Heartland Consultants
Missouri
-$203 -1,189 Closed
MMA
1059
Miracle Mile Advisors
California
-$202K -1,188 Closed
SCA
1060
Strategic Capital Alternatives
United States
-$141K -841 Closed
SC
1061
SRB Corp
Massachusetts
-$141K -830 Closed
FANJ
1062
Financial Architects (New Jersey)
New Jersey
-$132K -775 Closed
IC
1063
IKOS CIF
Cyprus
-$95K -548 Closed
PIA
1064
Peachtree Investment Advisors
Georgia
-$68K -400 Closed
CCM
1065
Catapult Capital Management
New York
-$65K -379 Closed
AWS
1066
Aris Wealth Services
Pennsylvania
-$56K -328 Closed
TWMP
1067
Taylor Wealth Management Partners
Massachusetts
-$51K -300 Closed
CAL
1068
Capital Advisors Ltd
Ohio
-$37K -215 Closed
IRS
1069
Invictus RG (Singapore)
Singapore
-$36K -211 Closed
SSG
1070
Summit Securities Group
New York
-$34K -200 Closed
CGH
1071
Cleary Gull Holdings
Wisconsin
-$26K -150 Closed
PFG
1072
Piershale Financial Group
Illinois
-$22K -130 Closed
RCWMU
1073
Rothschild & Co Wealth Management (UK)
United Kingdom
-$13K -77 Closed
WCM
1074
Wealthcare Capital Management
Virginia
-$10K -60 Closed
AssetMark Inc
1075
AssetMark Inc
California
+$479 +3 New

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.