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Expeditors International

597 hedge funds and large institutions have $12B invested in Expeditors International in 2018 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 191 increasing their positions, 227 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 42

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

17% more capital invested

Capital invested by funds: $10.3B → $12B (+$1.73B)

4% more funds holding

Funds holding: 573597 (+24)

2.07% more ownership

Funds ownership: 92.18%94.25% (+2.1%)

16% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 227

29% less call options, than puts

Call options by funds: $16.3M | Put options by funds: $23M

Holders
597
Holders Change
+24
Holders Change %
+4.19%
% of All Funds
13.67%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
70
Increased
191
Reduced
227
Closed
42
Calls
$16.3M
Puts
$23M
Net Calls
-$6.75M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
401
Daiwa Securities Group
Japan
$419K
Nomura Holdings
402
Nomura Holdings
Japan
$415K -$569K -8,137 -59%
CWM
403
Cornerstone Wealth Management
Missouri
$415K +$2.13M +30,467 New
VIA
404
Vident Investment Advisory
Georgia
$413K -$172K -2,458 -30%
CI
405
Cigna Investments
Connecticut
$408K -$66.1K -946 -15%
CIM
406
Contravisory Investment Management
Massachusetts
$405K -$3.98K -57 -1%
CIBC Private Wealth Group
407
CIBC Private Wealth Group
Georgia
$398K +$332K +4,752 +681%
II
408
Ibex Investors
Colorado
$398K +$381K +5,445 New
OAM
409
Occidental Asset Management
California
$395K +$15.4K +220 +4%
HHAA
410
Henry H. Armstrong Associates
Pennsylvania
$376K -$112K -1,605 -24%
NIM
411
NuWave Investment Management
New Jersey
$374K +$358K +5,125 New
FAAS
412
First Allied Advisory Services
California
$373K -$241K -3,443 -41%
ERSOT
413
Employees Retirement System of Texas
Texas
$366K
SPC
414
Stewart & Patten Company
California
$366K
Handelsbanken Fonder
415
Handelsbanken Fonder
Sweden
$366K +$349K +5,000 New
CASB
416
Cape Ann Savings Bank
Massachusetts
$362K +$347K +4,961 New
BA
417
Bridgewater Associates
Connecticut
$361K -$68.3K -977 -17%
FA
418
FDx Advisors
Illinois
$349K -$1.88M -26,881 -85%
WAM
419
Wealthspire Advisors (Maryland)
Maryland
$349K -$168K -2,400 -33%
SPC
420
Sigma Planning Corp
Michigan
$347K +$4.61K +66 +1%
RG
421
Rathbones Group
United Kingdom
$339K +$9.57K +137 +3%
HCM
422
Hutner Capital Management
Vermont
$335K
CC
423
ClearArc Capital
Ohio
$327K -$1.33K -19 -0.4%
EWM
424
Evercore Wealth Management
New York
$323K
PNC
425
Park National Corp
Ohio
$323K

EXPD Hedge Fund Activity: Q2 2018 in Review

597 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q2 2018, worth a combined $12B — up 17% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EXPD positions and 42 closed out — a net gain of 28 holders — while 191 added to existing stakes and 227 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $69.6M. The largest seller was Janus Henderson Group, cutting an estimated $39.1M.

  • 597 institutional investors held Expeditors International (EXPD) as of Q2 2018, up from 573 in Q1 2018.
  • Funds reported $12B of Expeditors International stock for Q2 2018, up 17% quarter-over-quarter.
  • 70 funds opened new Expeditors International positions in Q2 2018 and 42 closed out, a net change of +28 holders.
  • The largest Expeditors International buyer in Q2 2018 was Fidelity Investments, an estimated $69.6M added.
  • The largest Expeditors International seller in Q2 2018 was Janus Henderson Group, an estimated $39.1M sold.

Based on aggregated 13F filings for Q2 2018.