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Expeditors International

751 hedge funds and large institutions have $15.9B invested in Expeditors International in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 269 increasing their positions, 268 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 51

19% more capital invested

Capital invested by funds: $13.3B → $15.9B (+$2.59B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 708751 (+43)

4.89% more ownership

Funds ownership: 91.85%96.74% (+4.9%)

0% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 268

64% less call options, than puts

Call options by funds: $8.18M | Put options by funds: $22.8M

Holders
751
Holders Change
+43
Holders Change %
+6.07%
% of All Funds
12.07%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
109
Increased
269
Reduced
268
Closed
51
Calls
$8.18M
Puts
$22.8M
Net Calls
-$14.7M
Net Calls Change
-$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
376
Wealth Enhancement Advisory Services
Minnesota
$1.04M -$12.9M -125,307 -93%
AOWM
377
Alpha Omega Wealth Management
Virginia
$1.04M -$5.15K -50 -0.5%
SAM
378
Summit Asset Management
Tennessee
$1.04M
AG
379
Algert Global
California
$1.03M -$151K -1,465 -13%
UCFA
380
United Capital Financial Advisors
Texas
$1.02M +$3.81K +37 +0.4%
TCM
381
Teza Capital Management
Illinois
$1.02M +$239K +2,316 +31%
SF
382
Synovus Financial
Georgia
$1.01M +$508K +4,928 +103%
FA
383
FDx Advisors
Illinois
$996K -$214K -2,081 -18%
SFSG
384
Sound Financial Strategies Group
Mississippi
$995K +$987K +9,575 New
LCM
385
Legato Capital Management
California
$967K +$959K +9,304 New
CAPTRUST Financial Advisors
386
CAPTRUST Financial Advisors
North Carolina
$943K -$77.2K -749 -8%
B
387
Bailard
California
$943K -$53.7K -521 -5%
CCG
388
Cypress Capital Group
Florida
$938K +$930K +9,024 New
MML Investors Services
389
MML Investors Services
Massachusetts
$934K +$362K +3,508 +64%
SWS
390
SYSTM Wealth Solutions
Illinois
$927K +$920K +8,924 New
MGP
391
Metis Global Partners
California
$925K +$664K +6,438 +262%
MLICM
392
Metropolitan Life Insurance Company (MetLife)
New York
$918K -$57.9K -562 -6%
AG
393
AIA Group
Hong Kong
$896K +$411K +3,986 +86%
AC
394
Allstate Corporation
Illinois
$894K +$5.77K +56 +0.7%
AIM
395
Allstate Investment Management
Illinois
$894K +$886K +8,599 New
LIM
396
Leavell Investment Management
Alabama
$843K
EGM
397
Engineers Gate Manager
New York
$835K +$549K +5,329 +197%
SA
398
SRN Advisors
Pennsylvania
$835K +$77.8K +755 +10%
BMSSC
399
B. Metzler seel. Sohn & Co
Germany
$830K +$95.8K +929 +13%
HCM
400
Hutner Capital Management
Vermont
$822K -$17.9K -174 -2%