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Expeditors International

766 hedge funds and large institutions have $16.4B invested in Expeditors International in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 268 increasing their positions, 265 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 69

2% more funds holding

Funds holding: 751766 (+15)

1.19% more ownership

Funds ownership: 96.74%97.92% (+1.2%)

3% more capital invested

Capital invested by funds: $15.9B → $16.4B (+$537M)

1% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 265

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

74% less call options, than puts

Call options by funds: $9.85M | Put options by funds: $37.5M

Holders
766
Holders Change
+15
Holders Change %
+2%
% of All Funds
12.21%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
98
Increased
268
Reduced
265
Closed
69
Calls
$9.85M
Puts
$37.5M
Net Calls
-$27.7M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
LIP
251
Lighthouse Investment Partners
Florida
$3.13M +$3.09M +28,457 New
OPERF
252
Oregon Public Employees Retirement Fund
Oregon
$3.13M -$143K -1,320 -4%
URS
253
Utah Retirement Systems
Utah
$3.11M +$10.9K +100 +0.4%
ASN
254
Advisory Services Network
Georgia
$3.08M +$346K +3,190 +13%
UHC
255
Union Heritage Capital
Michigan
$3.04M
AC
256
Arjuna Capital
North Carolina
$2.99M +$82K +755 +3%
National Bank of Canada
257
National Bank of Canada
Quebec, Canada
$2.98M +$677K +6,239 +30%
COPPSERS
258
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.97M +$8.47K +78 +0.3%
OAM
259
Oak Asset Management
California
$2.88M -$86.6K -798 -3%
State of Tennessee, Department of Treasury
260
State of Tennessee, Department of Treasury
Tennessee
$2.87M +$92.9K +856 +3%
CB
261
Commerce Bank
Missouri
$2.85M -$133K -1,228 -5%
CSIC
262
Clifford Swan Investment Counsel
California
$2.82M -$65.1K -600 -2%
NYLIM
263
New York Life Investment Management
New York
$2.78M -$7.82K -72 -0.3%
X
264
Xponance
Pennsylvania
$2.76M +$58.2K +536 +2%
CIM
265
Chapman Investment Management
California
$2.76M -$576K -5,306 -17%
CIBC Asset Management
266
CIBC Asset Management
Ontario, Canada
$2.73M -$13.7K -126 -0.5%
HAI
267
Hennessy Advisors Inc
California
$2.72M -$195K -1,800 -7%
Zurich Cantonal Bank
268
Zurich Cantonal Bank
Switzerland
$2.7M +$227K +2,093 +9%
DFA
269
Delta Financial Advisors
Louisiana
$2.65M
DP
270
DDD Partners
Washington
$2.64M
BA
271
Bristlecone Advisors
Washington
$2.6M -$39.6K -365 -2%
Janus Henderson Group
272
Janus Henderson Group
United Kingdom
$2.59M -$5.1M -46,995 -67%
OC
273
Oppenheimer & Co
New York
$2.58M -$447K -4,115 -15%
VPIM
274
Vanguard Personalized Indexing Management
California
$2.56M +$296K +2,729 +13%
EHWM
275
Eads & Heald Wealth Management
Georgia
$2.55M -$56.7K -522 -2%

EXPD Hedge Fund Activity: Q1 2023 in Review

766 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q1 2023, worth a combined $16.4B — up 3.4% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new EXPD positions and 69 closed out — a net gain of 29 holders — while 268 added to existing stakes and 265 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $233M. The largest seller was First Trust Advisors, cutting an estimated $196M.

  • 766 institutional investors held Expeditors International (EXPD) as of Q1 2023, up from 751 in Q4 2022.
  • Funds reported $16.4B of Expeditors International stock for Q1 2023, up 3.4% quarter-over-quarter.
  • 98 funds opened new Expeditors International positions in Q1 2023 and 69 closed out, a net change of +29 holders.
  • The largest Expeditors International buyer in Q1 2023 was Envestnet Asset Management, an estimated $233M added.
  • The largest Expeditors International seller in Q1 2023 was First Trust Advisors, an estimated $196M sold.

Based on aggregated 13F filings for Q1 2023.