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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.49B +$54.3M +351,038 +2%
Primecap Management
2
Primecap Management
California
$2.2B +$37M +238,943 +2%
Dodge & Cox
3
Dodge & Cox
California
$1.83B -$3.69M -23,854 -0.2%
State Street
4
State Street
Massachusetts
$1.52B -$14.7M -95,253 -0.9%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.28B -$62.6M -404,929 -5%
BIT
6
BlackRock Institutional Trust
California
$1.12B -$138M -890,717 -11%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.05B -$324M -2,094,250 -23%
SAM
8
Southeastern Asset Management
Tennessee
$914M -$39M -252,088 -4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$843M +$157M +1,014,012 +22%
GA
10
Greenhaven Associates
New York
$674M +$257K +1,659 +0%
Bank of America
11
Bank of America
North Carolina
$621M -$43M -278,308 -6%
BFA
12
BlackRock Fund Advisors
California
$525M -$8.52M -55,090 -2%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$524M +$81.3M +525,595 +18%
Harris Associates
14
Harris Associates
Illinois
$508M -$2.99M -19,303 -0.6%
Canada Pension Plan Investment Board
15
Canada Pension Plan Investment Board
Ontario, Canada
$462M +$301M +1,945,257 +168%
Northern Trust
16
Northern Trust
Illinois
$452M -$36.3M -234,878 -7%
Gates Foundation Trust
17
Gates Foundation Trust
Washington
$451M
Bank of New York Mellon
18
Bank of New York Mellon
New York
$445M -$23.6M -152,772 -5%
BG
19
BlackRock Group
United Kingdom
$399M -$60.2M -389,354 -13%
Norges Bank
20
Norges Bank
Norway
$338M -$6.87M -44,442 -2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$312M -$844K -5,458 -0.3%
Ameriprise
22
Ameriprise
Minnesota
$304M +$26.6M +171,874 +9%
Morgan Stanley
23
Morgan Stanley
New York
$299M +$53.5M +346,174 +21%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$293M +$4.58M +29,623 +2%
BA
25
BlackRock Advisors
Delaware
$238M -$88.6M -572,873 -26%

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.