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Expeditors International

766 hedge funds and large institutions have $16.4B invested in Expeditors International in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 268 increasing their positions, 265 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 69

2% more funds holding

Funds holding: 751766 (+15)

1.19% more ownership

Funds ownership: 96.74%97.92% (+1.2%)

3% more capital invested

Capital invested by funds: $15.9B → $16.4B (+$537M)

1% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 265

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

74% less call options, than puts

Call options by funds: $9.85M | Put options by funds: $37.5M

Holders
766
Holders Change
+15
Holders Change %
+2%
% of All Funds
12.21%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
98
Increased
268
Reduced
265
Closed
69
Calls
$9.85M
Puts
$37.5M
Net Calls
-$27.7M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
376
Ostrum Asset Management
France
$990K +$976K +8,989 New
CCG
377
Cypress Capital Group
Florida
$981K -$12.6K -116 -1%
O
378
Ossiam
France
$977K +$154K +1,420 +19%
3IP
379
3Chopt Investment Partners
Virginia
$970K +$956K +8,808 New
CAPTRUST Financial Advisors
380
CAPTRUST Financial Advisors
North Carolina
$958K -$41K -378 -4%
PA
381
Parallel Advisors
California
$911K +$238K +2,196 +36%
AG
382
Ascent Group
Virginia
$908K +$219K +2,018 +32%
CANY
383
Caxton Associates (New York)
New York
$905K +$600K +5,526 +205%
LIM
384
Leavell Investment Management
Alabama
$893K
CWM
385
CIBC World Markets
New York
$886K -$1.16M -10,662 -57%
BMSSC
386
B. Metzler seel. Sohn & Co
Germany
$879K
Holocene Advisors
387
Holocene Advisors
New York
$878K +$866K +7,972 New
HCM
388
Hutner Capital Management
Vermont
$871K
CAN
389
Cetera Advisor Networks
California
$851K -$13.7K -126 -2%
Fuller & Thaler Asset Management
390
Fuller & Thaler Asset Management
California
$850K +$824K +7,588 +5,621%
SA
391
SRN Advisors
Pennsylvania
$843K -$17.4K -160 -2%
KFA
392
Kelleher Financial Advisors
New York
$837K
SIA
393
Strategic Investment Advisors
Michigan
$836K +$42.7K +393 +5%
MGP
394
Metis Global Partners
California
$836K -$142K -1,310 -15%
BBHC
395
Brown Brothers Harriman & Co
New York
$835K +$5K +46 +0.6%
Cetera Investment Advisers
396
Cetera Investment Advisers
Illinois
$834K +$232K +2,133 +39%
AFA
397
Abacus FCF Advisors
Florida
$834K +$822K +7,571 New
William Blair & Company
398
William Blair & Company
Illinois
$833K -$1.95K -18 -0.2%
AG
399
AIA Group
Hong Kong
$830K -$117K -1,081 -13%
NMERB
400
New Mexico Educational Retirement Board
New Mexico
$809K -$21.7K -200 -3%

EXPD Hedge Fund Activity: Q1 2023 in Review

766 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q1 2023, worth a combined $16.4B — up 3.4% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new EXPD positions and 69 closed out — a net gain of 29 holders — while 268 added to existing stakes and 265 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $233M. The largest seller was First Trust Advisors, cutting an estimated $196M.

  • 766 institutional investors held Expeditors International (EXPD) as of Q1 2023, up from 751 in Q4 2022.
  • Funds reported $16.4B of Expeditors International stock for Q1 2023, up 3.4% quarter-over-quarter.
  • 98 funds opened new Expeditors International positions in Q1 2023 and 69 closed out, a net change of +29 holders.
  • The largest Expeditors International buyer in Q1 2023 was Envestnet Asset Management, an estimated $233M added.
  • The largest Expeditors International seller in Q1 2023 was First Trust Advisors, an estimated $196M sold.

Based on aggregated 13F filings for Q1 2023.