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1,004 hedge funds and large institutions have $30B invested in FedEx in 2015 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 352 increasing their positions, 377 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 69

4% more funds holding

Funds holding: 9671,004 (+37)

1% less capital invested

Capital invested by funds: $30.2B → $30B (-$185M)

4% less call options, than puts

Call options by funds: $673M | Put options by funds: $705M

7% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 377

1.28% less ownership

Funds ownership: 74.71%73.42% (-1.3%)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

Holders
1,004
Holders Change
+37
Holders Change %
+3.83%
% of All Funds
26.34%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.68%
New
116
Increased
352
Reduced
377
Closed
69
Calls
$673M
Puts
$705M
Net Calls
-$31.7M
Net Calls Change
-$312M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
101
Baird Financial Group
Wisconsin
$36.8M +$896K +5,796 +2%
Boston Partners
102
Boston Partners
Massachusetts
$36.3M +$37.7M +243,550 New
Stifel Financial
103
Stifel Financial
Missouri
$36.1M +$2.71M +17,526 +8%
CCM
104
Check Capital Management
California
$35.2M +$36.5M +236,176 New
MPMG
105
Minneapolis Portfolio Management Group
Minnesota
$34.1M -$1.27M -8,198 -3%
Millennium Management
106
Millennium Management
New York
$33.7M -$82.5M -533,509 -70%
NFA
107
Nationwide Fund Advisors
Ohio
$32.8M -$20.8M -134,774 -38%
Chevy Chase Trust
108
Chevy Chase Trust
Maryland
$32.6M +$201K +1,302 +0.6%
TD Asset Management
109
TD Asset Management
Ontario, Canada
$31.1M +$2.16M +13,991 +7%
GC
110
Guggenheim Capital
Illinois
$31M +$147K +953 +0.5%
AQR Capital Management
111
AQR Capital Management
Connecticut
$30.3M -$71.7M -463,723 -70%
M2MC
112
Matthew 25 Management Corp
Pennsylvania
$29.8M
Canada Life
113
Canada Life
Manitoba, Canada
$29.5M -$595K -3,847 -2%
CTB
114
Country Trust Bank
Illinois
$28.4M -$363K -2,347 -1%
Marshall Wace
115
Marshall Wace
United Kingdom
$27.7M +$28.7M +185,629 New
Los Angeles Capital Management
116
Los Angeles Capital Management
California
$27M -$15.4M -99,585 -35%
Nordea Investment Management
117
Nordea Investment Management
Sweden
$26.9M +$7.24M +46,811 +35%
M&T Bank
118
M&T Bank
New York
$26.7M -$1.31M -8,495 -5%
PC
119
Packer & Co
Australia
$26.6M +$27.6M +178,384 New
Barclays
120
Barclays
United Kingdom
$26.5M +$6.3M +40,724 +29%
Teacher Retirement System of Texas
121
Teacher Retirement System of Texas
Texas
$26.1M -$23.2M -150,310 -46%
TG
122
TCW Group
California
$26M -$3.32M -21,496 -11%
HighTower Advisors
123
HighTower Advisors
Illinois
$25.8M -$436K -2,822 -2%
SC
124
Stralem & Co
New York
$25.4M -$7.93M -51,300 -23%
PI
125
PGGM Investments
Netherlands
$25.4M +$102K +660 +0.4%

FDX Hedge Fund Activity: Q4 2015 in Review

1,004 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q4 2015, worth a combined $30B — down 0.61% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new FDX positions and 69 closed out — a net gain of 47 holders — while 352 added to existing stakes and 377 trimmed.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $301M. The largest seller was Fidelity Investments, cutting an estimated $324M.

  • 1,004 institutional investors held FedEx (FDX) as of Q4 2015, up from 967 in Q3 2015.
  • Funds reported $30B of FedEx stock for Q4 2015, down 0.61% quarter-over-quarter.
  • 116 funds opened new FedEx positions in Q4 2015 and 69 closed out, a net change of +47 holders.
  • The largest FedEx buyer in Q4 2015 was Canada Pension Plan Investment Board, an estimated $301M added.
  • The largest FedEx seller in Q4 2015 was Fidelity Investments, an estimated $324M sold.

Based on aggregated 13F filings for Q4 2015.