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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
Primecap Management
1
Primecap Management
California
$2.17B -$22.5M -208,900 -1%
Dodge & Cox
2
Dodge & Cox
California
$2.12B +$140M +1,296,505 +8%
SAM
3
Southeastern Asset Management
Tennessee
$1.77B -$80.3M -744,244 -5%
Harris Associates
4
Harris Associates
Illinois
$1.57B +$45.5M +421,708 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.57B +$37.1M +343,984 +3%
State Street
6
State Street
Massachusetts
$1.41B +$28.3M +262,616 +2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.11B -$28.3M -262,352 -3%
BIT
8
BlackRock Institutional Trust
California
$913M -$4.42M -40,978 -0.5%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$751M +$37.6M +348,842 +6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$661M +$2.8M +25,916 +0.4%
Goldman Sachs
11
Goldman Sachs
New York
$565M +$21.7M +200,998 +4%
GA
12
Greenhaven Associates
New York
$515M -$13.3M -123,320 -3%
PC
13
Perry Capital
New York
$479M +$32.4M +300,000 +8%
Northern Trust
14
Northern Trust
Illinois
$447M -$14.2M -131,727 -3%
Franklin Resources
15
Franklin Resources
California
$407M -$17.4M -160,984 -4%
Bank of America
16
Bank of America
North Carolina
$394M +$132M +1,225,113 +55%
BFA
17
BlackRock Fund Advisors
California
$357M +$8.26M +76,545 +3%
Gates Foundation Trust
18
Gates Foundation Trust
Washington
$345M
Fidelity Investments
19
Fidelity Investments
Massachusetts
$344M -$58.4M -541,525 -15%
TCIM
20
TIAA CREF Investment Management
New York
$343M +$67.3M +623,595 +26%
Norges Bank
21
Norges Bank
Norway
$298M +$11.5M +106,861 +4%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$297M -$21.9M -202,613 -7%
BG
23
BlackRock Group
United Kingdom
$248M +$9.83M +91,129 +4%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$244M +$11.7M +108,196 +5%
TP
25
Third Point
New York
$228M +$216M +2,000,000 New

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.