We are live on ! Find out more
EXPD icon

Expeditors International

513 hedge funds and large institutions have $8.19B invested in Expeditors International in 2016 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 190 increasing their positions, 218 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

6% more capital invested

Capital invested by funds: $7.76B → $8.19B (+$436M)

6% less call options, than puts

Call options by funds: $25M | Put options by funds: $26.7M

5% less funds holding

Funds holding: 540513 (-27)

13% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 218

31% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 70

Holders
513
Holders Change
-27
Holders Change %
-5%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
48
Increased
190
Reduced
218
Closed
70
Calls
$25M
Puts
$26.7M
Net Calls
-$1.67M
Net Calls Change
+$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RW
301
Rand Wealth
Maryland
$808K -$13.7K -300 -2%
PCM
302
Perkins Capital Management
Minnesota
$791K -$32.1K -700 -4%
PAM
303
Panagora Asset Management
Massachusetts
$777K -$11.3K -246 -2%
SOADOR
304
State of Alaska Department of Revenue
Alaska
$772K +$649K +14,166 +856%
DSC
305
Duncker Streett & Co
Missouri
$768K -$56.9K -1,241 -7%
BC
306
Burney Company
Virginia
$768K -$13.7K -300 -2%
V
307
Veritable
Delaware
$766K +$82.4K +1,798 +13%
SAM
308
Sequent Asset Management
Texas
$743K -$36.2K -790 -5%
MC
309
Montag & Caldwell
Georgia
$742K -$2.93K -64 -0.4%
AT
310
Arden Trust
Delaware
$735K +$84.9K +1,853 +14%
TP
311
Truvvo Partners
New York
$727K +$89.8K +1,960 +15%
BWM
312
Braver Wealth Management
Massachusetts
$722K +$678K +14,798 New
ESCM
313
Echo Street Capital Management
New York
$721K -$6.55M -142,963 -91%
DnB Asset Management
314
DnB Asset Management
Norway
$703K +$660K +14,397 New
CBU
315
CIBC Bank USA
Illinois
$702K +$137K +2,998 +26%
SIM
316
Sentry Investment Management
Wisconsin
$692K
TG
317
TCW Group
California
$691K -$8.02K -175 -1%
SMDAM
318
Sumitomo Mitsui DS Asset Management
Japan
$685K +$33.5K +732 +6%
ERSOT
319
Employees Retirement System of Texas
Texas
$683K -$17M -370,000 -96%
GCP
320
GSA Capital Partners
United Kingdom
$683K -$1.01M -22,127 -61%
ACI
321
Advance Capital I
Michigan
$683K -$137K -3,000 -18%
GS
322
GAM Systematic
United Kingdom
$682K +$238K +5,183 +59%
Commonwealth Equity Services
323
Commonwealth Equity Services
Massachusetts
$667K -$15.1K -330 -2%
TCM
324
Twin Capital Management
Pennsylvania
$664K -$4.12K -90 -0.7%
CIM
325
Calvert Investment Management
Maryland
$664K +$63.2K +1,379 +11%

EXPD Hedge Fund Activity: Q1 2016 in Review

513 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q1 2016, worth a combined $8.19B — up 5.6% from $7.76B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of EXPD and 48 opened new positions — a net loss of 22 holders — while 218 trimmed existing stakes and 190 added.

The largest buyer was Select Equity Group, adding an estimated $105M. The largest seller was Jennison Associates, exiting entirely with an estimated $63.8M sold.

  • 513 institutional investors held Expeditors International (EXPD) as of Q1 2016, down from 540 in Q4 2015.
  • Funds reported $8.19B of Expeditors International stock for Q1 2016, up 5.6% quarter-over-quarter.
  • 48 funds opened new Expeditors International positions in Q1 2016 and 70 closed out, a net change of -22 holders.
  • The largest Expeditors International buyer in Q1 2016 was Select Equity Group, an estimated $105M added.
  • The largest Expeditors International seller in Q1 2016 was Jennison Associates, an estimated $63.8M sold.

Based on aggregated 13F filings for Q1 2016.