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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
Two Sigma Advisers
151
Two Sigma Advisers
New York
$21.2M +$23.5M +147,481 New
Aviva
152
Aviva
United Kingdom
$21.2M -$3.45M -21,645 -13%
FMW
153
Farr Miller & Washington
District of Columbia
$21.2M -$217K -1,362 -0.9%
SAM
154
Sawgrass Asset Management
Florida
$21M -$262K -1,640 -1%
BC
155
Bartlett & Co
Ohio
$20.2M +$1.03M +6,435 +5%
Barclays
156
Barclays
United Kingdom
$19.8M -$2.11M -13,210 -9%
BAPIM
157
British Airways Pensions Investment Management
United Kingdom
$19.7M -$5.79M -36,260 -21%
Jacobs Levy Equity Management
158
Jacobs Levy Equity Management
New Jersey
$19.5M -$314K -1,970 -1%
PHAM
159
Pacific Heights Asset Management
California
$19.4M
National Pension Service
160
National Pension Service
South Korea
$19.4M +$2.27M +14,251 +12%
Nordea Investment Management
161
Nordea Investment Management
Sweden
$19.3M +$195K +1,224 +0.9%
HCCM
162
Herring Creek Capital Management
Connecticut
$18.8M
BMO
163
Beck Mack & Oliver
New York
$18.8M -$1.1M -6,885 -5%
KBC Group
164
KBC Group
Belgium
$18.4M -$8.12M -50,911 -28%
WMC
165
Westwood Management Corporation
Illinois
$18.3M
BA
166
Bridgewater Associates
Connecticut
$17.7M +$19.6M +123,082 New
ESCM
167
Echo Street Capital Management
New York
$17.7M +$13.4M +84,210 +218%
WA
168
Westport Advisers
Connecticut
$17.6M
Schroder Investment Management Group
169
Schroder Investment Management Group
United Kingdom
$17.4M -$5.56M -34,849 -22%
AWCI
170
Alpine Woods Capital Investors
New York
$17.3M +$112K +700 +0.6%
First Trust Advisors
171
First Trust Advisors
Illinois
$17.1M -$6.41M -40,195 -25%
CGT
172
Capital Guardian Trust
California
$16.9M -$201K -1,262 -1%
CCM
173
Compass Capital Management
Minnesota
$16.8M +$731K +4,579 +4%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$16.8M -$812K -5,087 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
175
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.7M +$31.9K +200 +0.2%

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.