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Expeditors International

751 hedge funds and large institutions have $15.9B invested in Expeditors International in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 269 increasing their positions, 268 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 51

19% more capital invested

Capital invested by funds: $13.3B → $15.9B (+$2.59B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 708751 (+43)

4.89% more ownership

Funds ownership: 91.85%96.74% (+4.9%)

0% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 268

64% less call options, than puts

Call options by funds: $8.18M | Put options by funds: $22.8M

Holders
751
Holders Change
+43
Holders Change %
+6.07%
% of All Funds
12.07%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
109
Increased
269
Reduced
268
Closed
51
Calls
$8.18M
Puts
$22.8M
Net Calls
-$14.7M
Net Calls Change
-$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
301
Evergreen Wealth Management
Michigan
$2.01M +$1.99M +19,335 New
LA
302
Lindenwold Advisors
Pennsylvania
$1.99M +$1.55K +15 +0.1%
VFA
303
Values First Advisors
Tennessee
$1.95M -$36.4K -353 -2%
CWM
304
CIBC World Markets
New York
$1.94M +$1.67M +16,227 +654%
CNB
305
Czech National Bank
Czech Republic
$1.94M -$39.3K -381 -2%
MCM
306
Monument Capital Management
Virginia
$1.93M +$12.1K +117 +0.6%
Fisher Asset Management
307
Fisher Asset Management
Washington
$1.9M -$79.1K -767 -4%
BOPW
308
Brandywine Oak Private Wealth
Pennsylvania
$1.89M -$48.2K -468 -3%
BFA
309
Benedict Financial Advisors
Georgia
$1.87M -$4.95K -48 -0.3%
AA
310
ALPS Advisors
Colorado
$1.85M -$78K -757 -4%
Creative Planning
311
Creative Planning
Kansas
$1.83M +$283K +2,749 +18%
MCM
312
MV Capital Management
Maryland
$1.83M +$23.3K +226 +1%
WDA
313
Wendell David Associates
New Hampshire
$1.82M -$36.1K -350 -2%
DIS
314
Diversified Investment Strategies
Louisiana
$1.8M -$1.65K -16 -0.1%
CCM
315
Coldstream Capital Management
Washington
$1.79M +$1.77M +17,210 New
AA
316
Ancora Advisors
Ohio
$1.77M -$17.5K -170 -1%
CYG
317
Clean Yield Group
Vermont
$1.77M
IMCOOI
318
Investment Management Corp of Ontario (IMCO)
Canada
$1.75M +$1.74M +16,857 New
NIC
319
Northwest Investment Counselors
Oregon
$1.74M +$82.7K +802 +5%
DGAM
320
Desjardins Global Asset Management
Quebec, Canada
$1.74M +$91.5K +888 +6%
BBI
321
Baxter Bros Inc
Connecticut
$1.73M
YIH
322
Y-Intercept (HK)
Hong Kong
$1.72M +$1.71M +16,565 New
SI
323
Stephens Inc
Arkansas
$1.69M -$986K -9,569 -37%
Mariner
324
Mariner
Kansas
$1.66M +$404K +3,919 +33%
BTWM
325
Baker Tilly Wealth Management
Wisconsin
$1.63M +$300K +2,910 +23%