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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
CTI
176
Community Trust & Investment
Kentucky
$15.2M +$3.72M +24,065 +31%
PAM
177
Panagora Asset Management
Massachusetts
$15M -$20.6M -133,264 -57%
1SAMC
178
12th Street Asset Management Company
Tennessee
$14.8M -$13M -83,789 -46%
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$14.7M -$61.9K -400 -0.4%
Royal London Asset Management
180
Royal London Asset Management
United Kingdom
$14.3M +$379K +2,448 +3%
AAM
181
Advisors Asset Management
Colorado
$14M +$4.37M +28,253 +43%
CHA
182
Cedar Hill Associates
Illinois
$13.9M +$706K +4,566 +5%
TPSF
183
Texas Permanent School Fund
Texas
$13.8M -$163K -1,051 -1%
SOMRS
184
State of Michigan Retirement System
Michigan
$13.4M -$789K -5,100 -5%
RMA
185
Roffman Miller Associates
Pennsylvania
$13.4M +$476K +3,080 +4%
HCM
186
Huber Capital Management
California
$13.4M -$201K -1,300 -1%
FBA
187
Front Barnett Associates
Illinois
$13.3M -$54.4K -352 -0.4%
Caisse de Depot et Placement du Quebec (CDPQ)
188
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$13.1M -$4.32M -27,900 -24%
JIR
189
James Investment Research
Ohio
$13M -$209K -1,350 -2%
ST
190
Spot Trading
Illinois
$13M +$6.67M +43,118 +98%
Macquarie Group
191
Macquarie Group
Australia
$12.9M -$196K -1,266 -1%
SW
192
SVB Wealth
Massachusetts
$12.9M +$1.57M +10,145 +13%
CCMH
193
Cornerstone Capital Management Holdings
New York
$12.9M -$748K -4,835 -5%
EB
194
Eastern Bank
Massachusetts
$12.8M +$106K +688 +0.8%
BHIA
195
Birch Hill Investment Advisors
Massachusetts
$12.5M -$85.1K -550 -0.7%
SCM
196
Suffolk Capital Management
New York
$12.4M -$262K -1,697 -2%
SBH
197
Segall Bryant & Hamill
Illinois
$12.3M -$1.08M -6,975 -8%
RI
198
Redwood Investments
Massachusetts
$12.3M +$1.32M +8,530 +12%
JMPWA
199
JP Morgan Private Wealth Advisors
California
$12.2M +$26.6K +172 +0.2%
Cohen & Steers
200
Cohen & Steers
New York
$12.1M +$12.6M +81,500 New

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.