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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
NGA
376
Naples Global Advisors
Florida
$1.1M
LWP
377
Lumature Wealth Partners
Georgia
$1.09M +$80.9K +646 +8%
SM
378
Sciencast Management
New Jersey
$1.04M +$1.13M +9,046 New
Wolverine Trading
379
Wolverine Trading
Illinois
$1.03M +$486K +3,879 +83%
NMIMC
380
Northwestern Mutual Investment Management Company
Wisconsin
$1.02M +$116K +927 +12%
Rockefeller Capital Management
381
Rockefeller Capital Management
New York
$1.02M +$773K +6,174 +254%
CIC
382
Chase Investment Counsel
Virginia
$975K +$1.02M +8,185 New
HCM
383
Hutner Capital Management
Vermont
$969K +$7.38K +59 +0.7%
LIM
384
Leavell Investment Management
Alabama
$966K
OPPTF
385
OPSEU Pension Plan Trust Fund
Ontario, Canada
$955K -$32K -256 -3%
EOJOAM
386
E. Ohman J:or Asset Management
Sweden
$953K +$163K +1,300 +19%
LNWWM
387
Laird Norton Wetherby Wealth Management
California
$933K -$96.4K -770 -9%
FCH
388
Freestone Capital Holdings
Washington
$920K +$160K +1,280 +20%
ZCA
389
Zeke Capital Advisors
Pennsylvania
$916K
DSC
390
Duncker Streett & Co
Missouri
$915K
CANY
391
Caxton Associates (New York)
New York
$911K +$664K +5,306 +227%
TI
392
Tidal Investments
Wisconsin
$909K +$606K +4,843 +178%
KFA
393
Kelleher Financial Advisors
New York
$905K
PP
394
Pegasus Partners
Wisconsin
$885K -$329K -2,629 -26%
GSWM
395
Golden State Wealth Management
California
$880K +$18.7K +149 +2%
EP
396
Eudaimonia Partners
Tennessee
$877K +$56.3K +450 +7%
GCP
397
GSA Capital Partners
United Kingdom
$874K +$717K +5,728 +356%
Schroder Investment Management Group
398
Schroder Investment Management Group
United Kingdom
$869K +$219K +1,753 +32%
MGWM
399
Marks Group Wealth Management
Minnesota
$855K +$909K +7,264 New
SBCM
400
Schwerin Boyle Capital Management
Massachusetts
$849K

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.