FedEx
858 hedge funds and large institutions have $35.5B invested in FedEx in 2014 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 254 increasing their positions, 365 reducing their positions, and 40 closing their positions.
88% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 40
50% more funds holding in top 10
Funds holding in top 10: 30 → 45 (+15)
3% more funds holding
Funds holding: 832 → 858 (+26)
1.08% more ownership
Funds ownership: 76.64% → 77.72% (+1.1%)
4% more capital invested
Capital invested by funds: $34.3B → $35.5B (+$1.26B)
30% less repeat investments, than reductions
Existing positions increased: 254 | Existing positions reduced: 365
44% less call options, than puts
Call options by funds: $517M | Put options by funds: $919M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$121M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$96.6M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$70.4M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$68.3M |
| 5 |
SM
Seminole Management
New York
|
+$62.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$460M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$367M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$263M |
| 4 |
Harris Associates
Chicago,
Illinois
|
-$174M |
| 5 |
Two Sigma Investments
New York
|
-$88.1M |
FDX Hedge Fund Activity: Q3 2014 in Review
858 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q3 2014, worth a combined $35.5B — up 3.7% from $34.3B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new FDX positions and 40 closed out — a net gain of 35 holders — while 254 added to existing stakes and 365 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $121M. The largest seller was Southeastern Asset Management, cutting an estimated $460M.
- 858 institutional investors held FedEx (FDX) as of Q3 2014, up from 832 in Q2 2014.
- Funds reported $35.5B of FedEx stock for Q3 2014, up 3.7% quarter-over-quarter.
- 75 funds opened new FedEx positions in Q3 2014 and 40 closed out, a net change of +35 holders.
- The largest FedEx buyer in Q3 2014 was Fidelity Investments, an estimated $121M added.
- The largest FedEx seller in Q3 2014 was Southeastern Asset Management, an estimated $460M sold.
Based on aggregated 13F filings for Q3 2014.