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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: 1,0111,013 (+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: 4937 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1051
Kelleher Financial Advisors
New York
-$325K -2,001 Closed
Nomura Holdings
1052
Nomura Holdings
Japan
-$297K -1,824 Closed
PAM
1053
PartnerRe Asset Management
Connecticut
-$287K -1,761 Closed
CIA
1054
Choate Investment Advisors
Massachusetts
-$248K -1,522 Closed
ABC
1055
Associated Banc-Corp
Wisconsin
-$245K -1,506 Closed
FCIM
1056
Fairview Capital Investment Management
California
-$222K -1,366 Closed
BCA
1057
Benchmark Capital Advisors
New York
-$212K -1,300 Closed
RP
1058
Riverbridge Partners
Minnesota
-$208K -1,280 Closed
BFS
1059
Bradley Foster & Sargent
Connecticut
-$208K -1,279 Closed
RHBC
1060
R.H. Bluestein & Co
Michigan
-$208K -1,278 Closed
CT
1061
Coastline Trust
Rhode Island
-$207K -1,275 Closed
PNC
1062
Park National Corp
Ohio
-$205K -1,263 Closed
SA
1063
Strategic Advisors
New York
-$202K -1,239 Closed
DP
1064
Dearborn Partners
Illinois
-$201K -1,238 Closed
Fisher Asset Management
1065
Fisher Asset Management
Washington
-$205K -1,235 Closed
EFS
1066
Essex Financial Services
Connecticut
-$201K -1,234 Closed
FC
1067
Financial Consulate
Maryland
-$200K -1,232 Closed
FMA
1068
FNY Managed Accounts
New York
-$163K -1,000 Closed
FCCM
1069
First City Capital Management
Georgia
-$162K -995 Closed
DLHL
1070
Donald L. Hagan LLC
Florida
-$57K -350 Closed
SLF
1071
Sun Life Financial
Ontario, Canada
-$52.2K -321 Closed
UFA
1072
US Financial Advisors
Massachusetts
-$10K -59 Closed
KKAMG
1073
Kernodle & Katon Asset Management Group
Arkansas
-$9K -55 Closed
CAL
1074
Capital Analysts LLC
Pennsylvania
-$8.14K -50 Closed
1832 Asset Management
1075
1832 Asset Management
Ontario, Canada
-$7K -42 Closed

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.