Expeditors International
EXPD
464 hedge funds and large institutions have $7.18B invested in Expeditors International in 2014 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 143 increasing their positions, 200 reducing their positions, and 55 closing their positions.
5% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 55
1% less funds holding
Funds holding: 470 → 464 (-6)
10% less capital invested
Capital invested by funds: $7.95B → $7.18B (-$776M)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
29% less repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 200
49% less call options, than puts
Call options by funds: $33.8M | Put options by funds: $66.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
+$89.7M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$74.9M |
| 3 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$45.8M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$39.3M |
| 5 |
Renaissance Technologies
New York
|
+$36.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$139M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$66.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$53M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$46.6M |
| 5 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
-$30.4M |
EXPD Hedge Fund Activity: Q1 2014 in Review
464 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q1 2014, worth a combined $7.18B — down 9.8% from $7.95B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of EXPD and 52 opened new positions — a net loss of 3 holders — while 200 trimmed existing stakes and 143 added.
The largest buyer was ValueAct Holdings, opening a new position worth an estimated $89.7M. The largest seller was Massachusetts Financial Services, cutting an estimated $139M.
- 464 institutional investors held Expeditors International (EXPD) as of Q1 2014, down from 470 in Q4 2013.
- Funds reported $7.18B of Expeditors International stock for Q1 2014, down 9.8% quarter-over-quarter.
- 52 funds opened new Expeditors International positions in Q1 2014 and 55 closed out, a net change of -3 holders.
- The largest Expeditors International buyer in Q1 2014 was ValueAct Holdings, an estimated $89.7M added.
- The largest Expeditors International seller in Q1 2014 was Massachusetts Financial Services, an estimated $139M sold.
Based on aggregated 13F filings for Q1 2014.