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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
Jacobs Levy Equity Management
151
Jacobs Levy Equity Management
New Jersey
$19.7M -$473K -3,060 -2%
BHC
152
Bowen Hanes & Co
Florida
$19.4M +$2.86M +18,459 +17%
BMO
153
Beck Mack & Oliver
New York
$19.4M -$49.5K -320 -0.2%
WMC
154
Westwood Management Corporation
Illinois
$19.3M +$418K +2,700 +2%
Schroder Investment Management Group
155
Schroder Investment Management Group
United Kingdom
$18.9M +$972K +6,287 +5%
WA
156
Westport Advisers
Connecticut
$18.3M
AG
157
Aperio Group
California
$18.2M +$1.41M +9,123 +8%
Jane Street
158
Jane Street
New York
$18.1M +$18.5M +119,554 +6,352%
AWCI
159
Alpine Woods Capital Investors
New York
$17.9M +$61.9K +400 +0.3%
AIG
160
American International Group
New York
$17.8M +$646K +4,178 +4%
CCM
161
Compass Capital Management
Minnesota
$17.8M +$425K +2,748 +2%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$17.1M -$208K -1,345 -1%
HNB
163
Huntington National Bank
Ohio
$17.1M +$2.01M +13,006 +13%
RJA
164
Raymond James & Associates
Florida
$17.1M +$5.32M +34,418 +43%
Korea Investment Corp
165
Korea Investment Corp
South Korea
$17M -$10.9M -70,400 -38%
FWCM
166
Ferguson Wellman Capital Management
Oregon
$16.8M -$10.3M -66,451 -37%
WJA
167
Williams Jones & Associates
New York
$16.4M +$4.3M +27,797 +34%
PHAM
168
Pacific Heights Asset Management
California
$16.4M -$3.87M -25,000 -19%
CGT
169
Capital Guardian Trust
California
$16.4M -$1.16M -7,518 -6%
MTC
170
McDaniel Terry & Co
Texas
$16.3M -$89.7K -580 -0.5%
Two Sigma Advisers
171
Two Sigma Advisers
New York
$16.3M -$5.94M -38,381 -26%
HCCM
172
Herring Creek Capital Management
Connecticut
$16.1M -$3.46M -22,381 -17%
SAM
173
Steinberg Asset Management
New York
$16.1M +$451K +2,915 +3%
SL
174
Summitry LLC
California
$16M +$214K +1,386 +1%
Axa
175
Axa
France
$15.2M +$1.28M +8,289 +9%

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.