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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
NIC
301
Northwest Investment Counselors
Oregon
$2M +$147K +1,355 +8%
BOPW
302
Brandywine Oak Private Wealth
Pennsylvania
$1.99M -$3.91K -36 -0.2%
MCM
303
MV Capital Management
Maryland
$1.96M +$26.9K +248 +1%
IMCOOI
304
Investment Management Corp of Ontario (IMCO)
Canada
$1.96M +$100K +925 +5%
WDA
305
Wendell David Associates
New Hampshire
$1.93M
Public Sector Pension Investment Board (PSP Investments)
306
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.93M -$250K -2,300 -12%
Mariner
307
Mariner
Kansas
$1.91M +$160K +1,471 +9%
AA
308
Ancora Advisors
Ohio
$1.89M +$9.99K +92 +0.5%
DIS
309
Diversified Investment Strategies
Louisiana
$1.89M -$18K -166 -1%
BTWM
310
Baker Tilly Wealth Management
Wisconsin
$1.85M +$122K +1,120 +7%
AA
311
ALPS Advisors
Colorado
$1.85M -$105K -971 -5%
CYG
312
Clean Yield Group
Vermont
$1.84M -$35.3K -325 -2%
BBI
313
Baxter Bros Inc
Connecticut
$1.81M -$26.1K -240 -1%
Fisher Asset Management
314
Fisher Asset Management
Washington
$1.79M -$221K -2,033 -11%
SI
315
Stephens Inc
Arkansas
$1.76M -$29.6K -273 -2%
PRC
316
Pearl River Capital
Michigan
$1.75M -$981K -9,036 -36%
Rafferty Asset Management
317
Rafferty Asset Management
New York
$1.75M +$114K +1,054 +7%
JFGIW
318
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.74M +$223K +2,053 +15%
Daiwa Securities Group
319
Daiwa Securities Group
Japan
$1.73M +$70.6K +650 +4%
WG
320
Winton Group
United Kingdom
$1.69M +$1.67M +15,339 New
BPA
321
Beacon Pointe Advisors
California
$1.66M +$31.8K +293 +2%
RP
322
Rowlandmiller & Partners
Georgia
$1.64M -$13.5K -124 -0.8%
ZIG
323
Zurich Insurance Group
Switzerland
$1.61M
SMDAM
324
Sumitomo Mitsui DS Asset Management
Japan
$1.57M +$16.1K +148 +1%
IIA
325
ICW Investment Advisors
Arizona
$1.57M -$434 -4 -0%

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.