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759 hedge funds and large institutions have $29B invested in FedEx in 2013 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 224 increasing their positions, 324 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 1524 (+9)

47% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 57

17% more capital invested

Capital invested by funds: $24.7B → $29B (+$4.24B)

3% more funds holding

Funds holding: 738759 (+21)

1.54% more ownership

Funds ownership: 78.56%80.1% (+1.5%)

13% less call options, than puts

Call options by funds: $703M | Put options by funds: $812M

31% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 324

Holders
759
Holders Change
+21
Holders Change %
+2.85%
% of All Funds
24.61%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.78%
New
84
Increased
224
Reduced
324
Closed
57
Calls
$703M
Puts
$812M
Net Calls
-$109M
Net Calls Change
+$74.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TPSF
151
Texas Permanent School Fund
Texas
$16.9M -$364K -3,370 -2%
HCMT
152
Highland Capital Management (Texas)
Texas
$16.9M +$15.9M +147,700 New
CIA
153
CSat Investment Advisory
Michigan
$16.6M +$3.97M +36,751 +34%
BHC
154
Bowen Hanes & Co
Florida
$16.4M -$1.08M -10,000 -7%
LCOV
155
London Company of Virginia
Virginia
$16.2M -$479K -4,442 -3%
MSA
156
Mason Street Advisors
Wisconsin
$16.1M -$17M -157,058 -53%
BMO
157
Beck Mack & Oliver
New York
$16M -$134K -1,237 -0.9%
LCM
158
Lomas Capital Management
New York
$15.8M -$642K -5,951 -4%
PP
159
Prudential plc
United Kingdom
$15.5M +$10.5M +97,609 +255%
FMW
160
Farr Miller & Washington
District of Columbia
$15.5M +$122K +1,128 +0.8%
WMC
161
Westwood Management Corporation
Illinois
$15.2M -$799K -7,400 -5%
FCM
162
Freshford Capital Management
New York
$15.2M +$14.3M +132,866 New
IRF
163
IBM Retirement Fund
New York
$14.9M -$2.08M -19,255 -13%
CCM
164
Compass Capital Management
Minnesota
$14.9M +$191K +1,774 +1%
LCP
165
Lombardia Capital Partners
California
$14.9M +$14M +130,148 New
BGIM
166
Brandywine Global Investment Management
Pennsylvania
$14.6M +$520K +4,820 +4%
KCA
167
KKR Credit Advisors
California
$14.4M +$13.7M +126,500 New
WA
168
Westport Advisers
Connecticut
$14M
Korea Investment Corp
169
Korea Investment Corp
South Korea
$13.9M +$4.11M +38,100 +45%
HP
170
Holowesko Partners
Bahamas
$13.8M +$13.1M +121,000 New
SOMRS
171
State of Michigan Retirement System
Michigan
$13.8M +$130K +1,200 +1%
HCM
172
Huber Capital Management
California
$13.7M -$216K -2,000 -2%
CA
173
Commerzbank Aktiengesellschaft
Germany
$13.6M -$1.72M -15,979 -12%
CCMH
174
Cornerstone Capital Management Holdings
New York
$13.4M +$1.3M +12,007 +11%
GIA
175
Granite Investment Advisors
New Hampshire
$13.2M -$401K -3,720 -3%

FDX Hedge Fund Activity: Q3 2013 in Review

759 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q3 2013, worth a combined $29B — up 17% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new FDX positions and 57 closed out — a net gain of 27 holders — while 224 added to existing stakes and 324 trimmed.

The largest buyer was Third Point, opening a new position worth an estimated $216M. The largest seller was Marketfield Asset Management, cutting an estimated $115M.

  • 759 institutional investors held FedEx (FDX) as of Q3 2013, up from 738 in Q2 2013.
  • Funds reported $29B of FedEx stock for Q3 2013, up 17% quarter-over-quarter.
  • 84 funds opened new FedEx positions in Q3 2013 and 57 closed out, a net change of +27 holders.
  • The largest FedEx buyer in Q3 2013 was Third Point, an estimated $216M added.
  • The largest FedEx seller in Q3 2013 was Marketfield Asset Management, an estimated $115M sold.

Based on aggregated 13F filings for Q3 2013.