We are live on ! Find out more
EXPD icon

Expeditors International

597 hedge funds and large institutions have $12B invested in Expeditors International in 2018 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 191 increasing their positions, 227 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 42

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

17% more capital invested

Capital invested by funds: $10.3B → $12B (+$1.73B)

4% more funds holding

Funds holding: 573597 (+24)

2.07% more ownership

Funds ownership: 92.18%94.25% (+2.1%)

16% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 227

29% less call options, than puts

Call options by funds: $16.3M | Put options by funds: $23M

Holders
597
Holders Change
+24
Holders Change %
+4.19%
% of All Funds
13.67%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
70
Increased
191
Reduced
227
Closed
42
Calls
$16.3M
Puts
$23M
Net Calls
-$6.75M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
326
Alpha Omega Wealth Management
Virginia
$855K -$41.9K -600 -5%
AP
327
Arlington Partners
Alabama
$844K -$664K -9,500 -45%
V
328
Veritable
Delaware
$837K -$7.2K -103 -0.9%
DSC
329
Duncker Streett & Co
Missouri
$817K +$70 +1 +0%
CICI
330
Capital Investment Counsel Inc
North Carolina
$808K
WBC
331
Westpac Banking Corp
Australia
$797K
FIM
332
Freedom Investment Management
Connecticut
$795K -$102K -1,463 -12%
NIC
333
Northwest Investment Counselors
Oregon
$794K +$4.61K +66 +0.6%
DDC
334
Daniel Devine & Co
Florida
$793K +$3.49K +50 +0.5%
ASN
335
Advisory Services Network
Georgia
$782K +$14.7K +210 +2%
NIM
336
Nicollet Investment Management
Minnesota
$770K +$10.5K +150 +1%
LSERS
337
Louisiana State Employees Retirement System
Louisiana
$753K -$34.9K -500 -5%
CG
338
Caprock Group
Idaho
$732K -$277K -3,966 -28%
IR
339
Invictus RG
Bermuda
$716K +$684K +9,790 New
PP
340
Prudential plc
United Kingdom
$709K +$161K +2,300 +31%
Public Sector Pension Investment Board (PSP Investments)
341
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$706K
KeyBank National Association
342
KeyBank National Association
Ohio
$701K -$12.9K -185 -2%
DZ Bank
343
DZ Bank
Germany
$697K -$705K -10,085 -51%
HA
344
Harfst & Associates
Wyoming
$694K +$19.6K +281 +3%
SB
345
Simmons Bank
Arkansas
$686K +$34.9K +500 +6%
RW
346
Rand Wealth
Maryland
$675K
SF
347
Synovus Financial
Georgia
$672K -$9.22K -132 -1%
BCM
348
Bayesian Capital Management
New York
$665K +$636K +9,100 New
AWM
349
Avior Wealth Management
Nebraska
$659K
LIA
350
LS Investment Advisors
Michigan
$652K -$37.2K -532 -6%

EXPD Hedge Fund Activity: Q2 2018 in Review

597 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q2 2018, worth a combined $12B — up 17% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EXPD positions and 42 closed out — a net gain of 28 holders — while 191 added to existing stakes and 227 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $69.6M. The largest seller was Janus Henderson Group, cutting an estimated $39.1M.

  • 597 institutional investors held Expeditors International (EXPD) as of Q2 2018, up from 573 in Q1 2018.
  • Funds reported $12B of Expeditors International stock for Q2 2018, up 17% quarter-over-quarter.
  • 70 funds opened new Expeditors International positions in Q2 2018 and 42 closed out, a net change of +28 holders.
  • The largest Expeditors International buyer in Q2 2018 was Fidelity Investments, an estimated $69.6M added.
  • The largest Expeditors International seller in Q2 2018 was Janus Henderson Group, an estimated $39.1M sold.

Based on aggregated 13F filings for Q2 2018.