FedEx
832 hedge funds and large institutions have $34.3B invested in FedEx in 2014 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 223 increasing their positions, 385 reducing their positions, and 49 closing their positions.
57% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 49
43% more funds holding in top 10
Funds holding in top 10: 21 → 30 (+9)
11% more capital invested
Capital invested by funds: $31B → $34.3B (+$3.26B)
3% more funds holding
Funds holding: 809 → 832 (+23)
2.56% less ownership
Funds ownership: 79.2% → 76.64% (-2.6%)
42% less repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 385
44% less call options, than puts
Call options by funds: $427M | Put options by funds: $769M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$317M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$280M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$144M |
| 4 |
Two Sigma Investments
New York
|
+$142M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$119M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$392M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$229M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$206M |
| 4 |
Goldman Sachs
New York
|
-$187M |
| 5 |
SFM
Soros Fund Management
New York
|
-$163M |
FDX Hedge Fund Activity: Q2 2014 in Review
832 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q2 2014, worth a combined $34.3B — up 11% from $31B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new FDX positions and 49 closed out — a net gain of 28 holders — while 223 added to existing stakes and 385 trimmed.
The largest buyer was Norges Bank, adding an estimated $317M. The largest seller was T. Rowe Price Associates, cutting an estimated $392M.
- 832 institutional investors held FedEx (FDX) as of Q2 2014, up from 809 in Q1 2014.
- Funds reported $34.3B of FedEx stock for Q2 2014, up 11% quarter-over-quarter.
- 77 funds opened new FedEx positions in Q2 2014 and 49 closed out, a net change of +28 holders.
- The largest FedEx buyer in Q2 2014 was Norges Bank, an estimated $317M added.
- The largest FedEx seller in Q2 2014 was T. Rowe Price Associates, an estimated $392M sold.
Based on aggregated 13F filings for Q2 2014.