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Expeditors International

703 hedge funds and large institutions have $18.4B invested in Expeditors International in 2021 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 258 increasing their positions, 253 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 253

1% less call options, than puts

Call options by funds: $17.9M | Put options by funds: $18M

4% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 76

2% less funds holding

Funds holding: 717703 (-14)

2.43% less ownership

Funds ownership: 93.47%91.04% (-2.4%)

8% less capital invested

Capital invested by funds: $20B → $18.4B (-$1.54B)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
703
Holders Change
-14
Holders Change %
-1.95%
% of All Funds
12.31%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.18%
New
73
Increased
258
Reduced
253
Closed
76
Calls
$17.9M
Puts
$18M
Net Calls
-$168K
Net Calls Change
-$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
351
Sumitomo Mitsui DS Asset Management
Japan
$1.3M -$14.6K -117 -1%
BTWM
352
Baker Tilly Wealth Management
Wisconsin
$1.3M +$98.3K +785 +8%
Vontobel Holding
353
Vontobel Holding
Switzerland
$1.3M +$955K +7,630 +230%
NIM
354
Nicollet Investment Management
Minnesota
$1.3M +$876 +7 +0.1%
ACM
355
Ativo Capital Management
Illinois
$1.27M +$1.33M +10,639 New
LSERS
356
Louisiana State Employees Retirement System
Louisiana
$1.26M +$12.5K +100 +1%
Jacobs Levy Equity Management
357
Jacobs Levy Equity Management
New Jersey
$1.26M -$21.3M -170,239 -94%
S
358
Seeyond
France
$1.24M -$861K -6,877 -40%
BS
359
Boenning & Scattergood
Pennsylvania
$1.22M -$125 -1 -0%
AOWM
360
Alpha Omega Wealth Management
Virginia
$1.22M -$6.01K -48 -0.5%
CICI
361
Capital Investment Counsel Inc
North Carolina
$1.22M -$62.6K -500 -5%
Swedbank
362
Swedbank
Sweden
$1.21M +$47.7K +381 +4%
DTL
363
Dynamic Technology Lab
Singapore
$1.21M +$1.27M +10,148 New
Ensign Peak Advisors
364
Ensign Peak Advisors
Utah
$1.2M -$393K -3,139 -24%
William Blair & Company
365
William Blair & Company
Illinois
$1.19M +$10.6K +85 +0.9%
SAM
366
Summit Asset Management
Tennessee
$1.19M
FA
367
FDx Advisors
Illinois
$1.18M -$154K -1,230 -11%
KRS
368
Kentucky Retirement Systems
Kentucky
$1.17M +$501 +4 +0%
MWM
369
Mission Wealth Management
California
$1.17M -$43.6K -348 -3%
Cambridge Investment Research Advisors
370
Cambridge Investment Research Advisors
Iowa
$1.16M +$550K +4,394 +82%
AIP
371
Ameritas Investment Partners
Nebraska
$1.15M -$78.9K -630 -6%
CWM
372
CIBC World Markets
New York
$1.14M -$269K -2,149 -18%
WFC
373
Western Financial Corp
California
$1.13M +$160K +1,276 +16%
NFG
374
Nations Financial Group
Iowa
$1.11M +$1.17M +9,343 New
CCM
375
Coldstream Capital Management
Washington
$1.1M -$1.82M -14,512 -54%

EXPD Hedge Fund Activity: Q3 2021 in Review

703 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q3 2021, worth a combined $18.4B — down 7.7% from $20B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of EXPD and 73 opened new positions — a net loss of 3 holders — while 253 trimmed existing stakes and 258 added.

The largest buyer was Amundi, adding an estimated $62.5M. The largest seller was Loomis, Sayles & Company, cutting an estimated $212M.

  • 703 institutional investors held Expeditors International (EXPD) as of Q3 2021, down from 717 in Q2 2021.
  • Funds reported $18.4B of Expeditors International stock for Q3 2021, down 7.7% quarter-over-quarter.
  • 73 funds opened new Expeditors International positions in Q3 2021 and 76 closed out, a net change of -3 holders.
  • The largest Expeditors International buyer in Q3 2021 was Amundi, an estimated $62.5M added.
  • The largest Expeditors International seller in Q3 2021 was Loomis, Sayles & Company, an estimated $212M sold.

Based on aggregated 13F filings for Q3 2021.