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1,013 hedge funds and large institutions have $30.1B invested in FedEx in 2016 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 338 increasing their positions, 427 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 67

0% more funds holding

Funds holding: 1,0111,013 (+2)

4.61% less ownership

Funds ownership: 78.51%73.9% (-4.6%)

7% less capital invested

Capital invested by funds: $32.2B → $30.1B (-$2.1B)

21% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 427

24% less funds holding in top 10

Funds holding in top 10: 4937 (-12)

31% less call options, than puts

Call options by funds: $597M | Put options by funds: $863M

Holders
1,013
Holders Change
+2
Holders Change %
+0.2%
% of All Funds
27.03%
Holding in Top 10
37
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-24.49%
% of All Funds
0.99%
New
79
Increased
338
Reduced
427
Closed
67
Calls
$597M
Puts
$863M
Net Calls
-$266M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.51B -$75M -462,489 -3%
Primecap Management
2
Primecap Management
California
$2.42B -$31.5M -194,475 -1%
Dodge & Cox
3
Dodge & Cox
California
$1.88B +$111K +686 +0%
State Street
4
State Street
Massachusetts
$1.47B -$63.1M -389,393 -4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.33B +$101M +621,633 +8%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.3B +$7.24M +44,622 +0.5%
BIT
7
BlackRock Institutional Trust
California
$994M -$79.4M -489,785 -7%
SAM
8
Southeastern Asset Management
Tennessee
$966M -$51.2M -315,978 -5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$771M -$18.1M -111,441 -2%
GA
10
Greenhaven Associates
New York
$724M -$23.2M -143,321 -3%
Bank of America
11
Bank of America
North Carolina
$593M -$38.9M -239,624 -6%
BFA
12
BlackRock Fund Advisors
California
$492M -$14.4M -88,781 -3%
Canada Pension Plan Investment Board
13
Canada Pension Plan Investment Board
Ontario, Canada
$478M +$1.61M +9,900 +0.3%
Gates Foundation Trust
14
Gates Foundation Trust
Washington
$459M
Ameriprise
15
Ameriprise
Minnesota
$454M +$1.56M +9,606 +0.3%
Northern Trust
16
Northern Trust
Illinois
$446M -$13.9M -85,558 -3%
Harris Associates
17
Harris Associates
Illinois
$421M -$5.08M -31,316 -1%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$385M -$965K -5,952 -0.2%
BG
19
BlackRock Group
United Kingdom
$358M -$26.4M -163,033 -6%
Norges Bank
20
Norges Bank
Norway
$315M -$36.8M -227,038 -10%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$311M -$31.5M -194,139 -9%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$308M -$34.1K -210 -0%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$298M -$32M -197,179 -9%
LSV Asset Management
24
LSV Asset Management
Illinois
$263M +$3.19M +19,650 +1%
Morgan Stanley
25
Morgan Stanley
New York
$243M +$4.44M +27,411 +2%

FDX Hedge Fund Activity: Q2 2016 in Review

1,013 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in FedEx (FDX) for Q2 2016, worth a combined $30.1B — down 6.5% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new FDX positions and 67 closed out — a net gain of 12 holders — while 338 added to existing stakes and 427 trimmed.

The largest buyer was Southpoint Capital Advisors, adding an estimated $121M. The largest seller was Royal London Asset Management, cutting an estimated $1.7B.

  • 1,013 institutional investors held FedEx (FDX) as of Q2 2016, up from 1,011 in Q1 2016.
  • Funds reported $30.1B of FedEx stock for Q2 2016, down 6.5% quarter-over-quarter.
  • 79 funds opened new FedEx positions in Q2 2016 and 67 closed out, a net change of +12 holders.
  • The largest FedEx buyer in Q2 2016 was Southpoint Capital Advisors, an estimated $121M added.
  • The largest FedEx seller in Q2 2016 was Royal London Asset Management, an estimated $1.7B sold.

Based on aggregated 13F filings for Q2 2016.