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Expeditors International

666 hedge funds and large institutions have $15.1B invested in Expeditors International in 2020 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 248 increasing their positions, 230 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 57

42% more call options, than puts

Call options by funds: $18M | Put options by funds: $12.7M

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

6% more capital invested

Capital invested by funds: $14.2B → $15.1B (+$853M)

5% more funds holding

Funds holding: 633666 (+33)

8% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 230

0.86% less ownership

Funds ownership: 93.75%92.89% (-0.86%)

Holders
666
Holders Change
+33
Holders Change %
+5.21%
% of All Funds
11.79%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
96
Increased
248
Reduced
230
Closed
57
Calls
$18M
Puts
$12.7M
Net Calls
+$5.32M
Net Calls Change
+$3.31M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMF
376
BI Asset Management Fondsmaeglerselskab
Denmark
$846K -$4.55M -49,944 -85%
SC
377
SRB Corp
Massachusetts
$836K +$193K +2,124 +32%
SS
378
Simplicity Solutions
Minnesota
$826K +$50.5K +554 +7%
BFA
379
Brendel Financial Advisors
New Hampshire
$825K +$790K +8,670 New
OPPTF
380
OPSEU Pension Plan Trust Fund
Ontario, Canada
$823K +$227K +2,497 +40%
FC
381
FORA Capital
Florida
$819K +$785K +8,616 New
LNWWM
382
Laird Norton Wetherby Wealth Management
California
$818K +$45.5K +500 +6%
KWM
383
Kingsview Wealth Management
Oregon
$806K +$772K +8,478 New
EWM
384
Empirical Wealth Management
Washington
$805K +$106K +1,167 +16%
AIL
385
AGF Investments LLC
Ontario, Canada
$801K -$665K -7,298 -46%
BBHC
386
Brown Brothers Harriman & Co
New York
$798K +$351K +3,851 +85%
Daiwa Securities Group
387
Daiwa Securities Group
Japan
$797K +$17.8K +195 +2%
Cetera Investment Advisers
388
Cetera Investment Advisers
Illinois
$787K +$754K +8,277 New
FA
389
FDx Advisors
Illinois
$785K -$58.4K -641 -7%
SB
390
Simmons Bank
Arkansas
$778K
LIM
391
Leavell Investment Management
Alabama
$772K
Holocene Advisors
392
Holocene Advisors
New York
$761K +$729K +7,998 New
RIM
393
Redwood Investment Management
Arizona
$755K -$160K -1,752 -18%
Rockefeller Capital Management
394
Rockefeller Capital Management
New York
$738K +$356K +3,903 +101%
EP
395
Eudaimonia Partners
Tennessee
$732K +$38.9K +427 +6%
PFG
396
PAX Financial Group
Texas
$723K +$75.9K +833 +12%
CG
397
Caprock Group
Idaho
$709K +$19.9K +218 +3%
AP
398
Advisor Partners
California
$708K +$3.46K +38 +0.5%
TRCT
399
Tower Research Capital (TRC)
New York
$703K -$369K -4,054 -35%
B
400
BP
United Kingdom
$700K -$804K -8,831 -55%

EXPD Hedge Fund Activity: Q4 2020 in Review

666 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q4 2020, worth a combined $15.1B — up 6% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new EXPD positions and 57 closed out — a net gain of 39 holders — while 248 added to existing stakes and 230 trimmed.

The largest buyer was BlackRock, adding an estimated $202M. The largest seller was Loomis, Sayles & Company, cutting an estimated $90.6M.

  • 666 institutional investors held Expeditors International (EXPD) as of Q4 2020, up from 633 in Q3 2020.
  • Funds reported $15.1B of Expeditors International stock for Q4 2020, up 6% quarter-over-quarter.
  • 96 funds opened new Expeditors International positions in Q4 2020 and 57 closed out, a net change of +39 holders.
  • The largest Expeditors International buyer in Q4 2020 was BlackRock, an estimated $202M added.
  • The largest Expeditors International seller in Q4 2020 was Loomis, Sayles & Company, an estimated $90.6M sold.

Based on aggregated 13F filings for Q4 2020.