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Expeditors International
EXPD

620 hedge funds and large institutions have $11.9B invested in Expeditors International in 2020 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 214 increasing their positions, 214 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 44

17% more call options, than puts

Call options by funds: $26.1M | Put options by funds: $22.4M

16% more capital invested

Capital invested by funds: $10.3B → $11.9B (+$1.62B)

8% more funds holding

Funds holding: 576 → 620 (+44)

1.7% more ownership

Funds ownership: 92.61% → 94.3% (+1.7%)

0% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 214

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
620
Holders Change
+44
Holders Change %
+7.64%
% of All Funds
12.71%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
92
Increased
214
Reduced
214
Closed
44
Calls
$26.1M
Puts
$22.4M
Net Calls
+$3.72M
Net Calls Change
+$3.82M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$134M
2
AL
AJO LP
Pennsylvania
+$97M
3
Invesco
Invesco
Georgia
+$78.2M
4
Wells Fargo
Wells Fargo
California
+$61.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$56.1M

Top Sellers

1
BCF
BLS Capital Fondsmaeglerselskab
Denmark
-$123M
2
FMI
Fiduciary Management Inc
Wisconsin
-$103M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$82.4M
4
Parnassus Investments
Parnassus Investments
California
-$79.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$68.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
351
Summit Asset Management
Tennessee
$749K – – –
VC
352
Veracity Capital
Georgia
$748K +$719K +9,846 New
CICI
353
Capital Investment Counsel Inc
North Carolina
$741K -$108K -1,475 -13%
BS
354
Boenning & Scattergood
Pennsylvania
$736K – – –
FIB
355
First Interstate Bank
Montana
$734K +$352K +4,817 +100%
COPPSERS
356
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$724K -$99.6K -1,364 -13%
PAM
357
Panagora Asset Management
Massachusetts
$719K -$1.75K -24 -0.3%
CG
358
Caprock Group
Idaho
$707K +$8.47K +116 +1%
KRS
359
Kentucky Retirement Systems
Kentucky
$705K -$173K -2,366 -20%
NGA
360
Naples Global Advisors
Florida
$696K +$47.6K +652 +8%
NMIMC
361
Northwestern Mutual Investment Management Company
Wisconsin
$695K +$22.2K +304 +3%
AWM
362
Avior Wealth Management
Nebraska
$685K – – –
EGM
363
Engineers Gate Manager
New York
$681K +$143K +1,964 +28%
CCG
364
Cypress Capital Group
Florida
$667K +$392K +5,370 +158%
ZCA
365
Zeke Capital Advisors
Pennsylvania
$666K +$22.9K +314 +4%
Wealthfront Advisers
366
Wealthfront Advisers
California
$666K +$271K +3,708 +73%
MAM
367
Morse Asset Management
Connecticut
$660K +$7.3K +100 +1%
AC
368
Arjuna Capital
North Carolina
$658K +$1.97K +27 +0.3%
SS
369
Simplicity Solutions
Minnesota
$652K +$368K +5,032 +142%
FHB
370
First Hawaiian Bank
Hawaii
$645K +$203K +2,785 +49%
JFGIW
371
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$645K +$303K +4,149 +96%
FA
372
FDx Advisors
Illinois
$644K +$41.1K +563 +7%
BCV
373
Banque Cantonale Vaudoise
Switzerland
$633K – – –
Creative Planning
374
Creative Planning
Kansas
$623K +$28K +383 +5%
SB
375
Simmons Bank
Arkansas
$622K -$5.48K -75 -0.9%
13 14
15
16 17

EXPD Hedge Fund Activity: Q2 2020 in Review

620 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q2 2020, worth a combined $11.9B — up 16% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new EXPD positions and 44 closed out — a net gain of 48 holders — while 214 added to existing stakes and 214 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $134M. The largest seller was BLS Capital Fondsmaeglerselskab, cutting an estimated $123M.

  • 620 institutional investors held Expeditors International (EXPD) as of Q2 2020, up from 576 in Q1 2020.
  • Funds reported $11.9B of Expeditors International stock for Q2 2020, up 16% quarter-over-quarter.
  • 92 funds opened new Expeditors International positions in Q2 2020 and 44 closed out, a net change of +48 holders.
  • The largest Expeditors International buyer in Q2 2020 was Nordea Investment Management, an estimated $134M added.
  • The largest Expeditors International seller in Q2 2020 was BLS Capital Fondsmaeglerselskab, an estimated $123M sold.

Based on aggregated 13F filings for Q2 2020.