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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
MCI
276
McDonald Capital Investors
California
$2.54M -$2.39K -22 -0.1%
Creative Planning
277
Creative Planning
Kansas
$2.53M +$581K +5,353 +30%
MOACM
278
Mutual of America Capital Management
New York
$2.52M +$3.91K +36 +0.2%
Wealthfront Advisers
279
Wealthfront Advisers
California
$2.51M -$244K -2,244 -9%
EWM
280
Empirical Wealth Management
Washington
$2.44M +$99.9K +920 +4%
Nisa Investment Advisors
281
Nisa Investment Advisors
Missouri
$2.42M +$209K +1,922 +10%
II
282
Inspire Investing
Idaho
$2.42M -$516K -4,750 -18%
NAM
283
Nissay Asset Management
Japan
$2.41M -$157K -1,442 -6%
HA
284
Harfst & Associates
Wyoming
$2.36M -$18.9K -174 -0.8%
LFS
285
Legacy Financial Strategies
Kansas
$2.34M +$137K +1,260 +6%
GIBU
286
Gulf International Bank (UK)
United Kingdom
$2.3M -$793K -7,304 -26%
Public Employees Retirement Association of Colorado
287
Public Employees Retirement Association of Colorado
Colorado
$2.29M -$59.8K -551 -3%
TI
288
Tidal Investments
Wisconsin
$2.22M +$804K +7,406 +58%
Macquarie Group
289
Macquarie Group
Australia
$2.16M -$8.04K -74 -0.4%
LA
290
Lindenwold Advisors
Pennsylvania
$2.16M +$51.9K +478 +3%
EWM
291
Evergreen Wealth Management
Michigan
$2.15M +$24.2K +223 +1%
Neuberger Berman Group
292
Neuberger Berman Group
New York
$2.13M +$461K +4,245 +28%
DGAM
293
Desjardins Global Asset Management
Quebec, Canada
$2.1M +$253K +2,332 +14%
VFA
294
Values First Advisors
Tennessee
$2.08M +$17.9K +165 +0.9%
YIH
295
Y-Intercept (HK)
Hong Kong
$2.08M +$248K +2,283 +14%
CNB
296
Czech National Bank
Czech Republic
$2.06M +$11.9K +110 +0.6%
CCM
297
Coldstream Capital Management
Washington
$2.06M +$158K +1,459 +8%
Corient Private Wealth
298
Corient Private Wealth
Florida
$2.03M +$345K +3,177 +21%
MCM
299
Monument Capital Management
Virginia
$2.02M -$22.1K -204 -1%
BFA
300
Benedict Financial Advisors
Georgia
$2M +$23.6K +217 +1%

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.