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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
GAM
151
Gotham Asset Management
New York
$19.7M +$21M +129,733 New
WMC
152
Westwood Management Corporation
Illinois
$19.7M +$16.2K +100 +0.1%
BHC
153
Bowen Hanes & Co
Florida
$19.6M
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$19.4M -$3.34M -20,612 -14%
Jacobs Levy Equity Management
155
Jacobs Levy Equity Management
New Jersey
$19.4M +$269K +1,660 +1%
JIR
156
James Investment Research
Ohio
$19.4M +$6.3M +38,866 +44%
CTI
157
Community Trust & Investment
Kentucky
$19.3M +$26.6K +164 +0.1%
CCMH
158
Cornerstone Capital Management Holdings
New York
$19.2M +$3.42M +21,121 +20%
SIA
159
Sit Investment Associates
Minnesota
$19.2M -$11.2M -68,815 -35%
CCM
160
Compass Capital Management
Minnesota
$19.1M +$257K +1,582 +1%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$19.1M +$925K +5,702 +5%
IP
162
Interval Partners
New York
$18.9M -$17M -105,079 -46%
AWCI
163
Alpine Woods Capital Investors
New York
$18.8M
WJA
164
Williams Jones & Associates
New York
$18.6M +$1.81M +11,175 +10%
WA
165
Westport Advisers
Connecticut
$18.6M
Cohen & Steers
166
Cohen & Steers
New York
$18.6M -$211K -1,300 -1%
AAMU
167
Amundi Asset Management US
Massachusetts
$18.3M -$4.19M -25,814 -18%
HCM
168
Huber Capital Management
California
$18.2M -$217K -1,340 -1%
FWCM
169
Ferguson Wellman Capital Management
Oregon
$17.6M +$199K +1,230 +1%
AAM
170
Advisors Asset Management
Colorado
$17.5M +$748K +4,613 +4%
SW
171
SVB Wealth
Massachusetts
$17.3M +$612K +3,777 +3%
D.E. Shaw & Co
172
D.E. Shaw & Co
New York
$17.3M -$24.3M -149,692 -57%
MTC
173
McDaniel Terry & Co
Texas
$17.1M -$74.4K -459 -0.4%
BMO
174
Beck Mack & Oliver
New York
$16.9M -$982K -6,057 -5%
ACI
175
AMP Capital Investors
Australia
$16.8M -$1.47M -9,095 -8%

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.