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Expeditors International

479 hedge funds and large institutions have $8.03B invested in Expeditors International in 2014 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 143 increasing their positions, 207 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 43

12% more capital invested

Capital invested by funds: $7.18B → $8.03B (+$848M)

3% more funds holding

Funds holding: 464479 (+15)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

31% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 207

61% less call options, than puts

Call options by funds: $21M | Put options by funds: $54.1M

Holders
479
Holders Change
+15
Holders Change %
+3.23%
% of All Funds
13.77%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
61
Increased
143
Reduced
207
Closed
43
Calls
$21M
Puts
$54.1M
Net Calls
-$33.1M
Net Calls Change
-$517K
Name Holding Trade Value Shares
Change
Change in
Stake
MIS
351
Morningstar Investment Services
Illinois
$398K -$4.47M -103,877 -92%
CI
352
Constellation Investments
Ohio
$378K -$11.8K -275 -3%
BFO
353
Boston Family Office
Massachusetts
$370K -$34.4K -800 -9%
AIM
354
abrdn Investment Management
United Kingdom
$369K -$26.2K -609 -7%
PHS
355
Pekin Hardy Strauss
Illinois
$369K +$15.5K +360 +5%
EMG
356
Ellington Management Group
Connecticut
$367K +$357K +8,300 New
PI
357
Putnam Investments
Massachusetts
$363K
Allianz Asset Management
358
Allianz Asset Management
Germany
$359K +$110K +2,564 +46%
NB
359
NBT Bank
New York
$347K -$37.3K -867 -10%
LIA
360
LS Investment Advisors
Michigan
$337K -$33.4K -776 -9%
AIP
361
Ameritas Investment Partners
Nebraska
$332K -$27.9K -648 -8%
WMSA
362
Weiss Multi-Strategy Advisers
New York
$328K -$1.31M -30,390 -80%
NB
363
Norinchukin Bank
Japan
$325K -$43.9K -1,020 -12%
WFM
364
Wilmington Funds Management
Delaware
$321K +$313K +7,280 New
AAM
365
Azzad Asset Management
Virginia
$316K +$308K +7,155 New
RG
366
Rathbones Group
United Kingdom
$314K
BBI
367
Baxter Bros Inc
Connecticut
$309K
MERSOM
368
Municipal Employees' Retirement System of Michigan
Michigan
$309K
KRSITF
369
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$307K -$1.59K -37 -0.5%
WTNA
370
Wilmington Trust National Association
Delaware
$304K -$131K -3,041 -31%
NIC
371
Northwest Investment Counselors
Oregon
$292K -$602 -14 -0.2%
HHAA
372
Henry H. Armstrong Associates
Pennsylvania
$287K
FA
373
FDx Advisors
Illinois
$286K +$278K +6,469 New
SCM
374
Stux Capital Management
New York
$278K -$155K -3,600 -36%
FAAS
375
First Allied Advisory Services
California
$270K +$261K +6,077 New

EXPD Hedge Fund Activity: Q2 2014 in Review

479 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q2 2014, worth a combined $8.03B — up 12% from $7.18B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EXPD positions and 43 closed out — a net gain of 18 holders — while 143 added to existing stakes and 207 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $76.6M. The largest seller was ValueAct Holdings, cutting an estimated $55.1M.

  • 479 institutional investors held Expeditors International (EXPD) as of Q2 2014, up from 464 in Q1 2014.
  • Funds reported $8.03B of Expeditors International stock for Q2 2014, up 12% quarter-over-quarter.
  • 61 funds opened new Expeditors International positions in Q2 2014 and 43 closed out, a net change of +18 holders.
  • The largest Expeditors International buyer in Q2 2014 was Artisan Partners, an estimated $76.6M added.
  • The largest Expeditors International seller in Q2 2014 was ValueAct Holdings, an estimated $55.1M sold.

Based on aggregated 13F filings for Q2 2014.