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Expeditors International

563 hedge funds and large institutions have $11.7B invested in Expeditors International in 2019 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 225 increasing their positions, 195 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $8.02M | Put options by funds: $5.98M

15% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 195

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.34% less ownership

Funds ownership: 92.83%92.49% (-0.34%)

3% less funds holding

Funds holding: 578563 (-15)

6% less capital invested

Capital invested by funds: $12.5B → $11.7B (-$768M)

24% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 63

Holders
563
Holders Change
-15
Holders Change %
-2.6%
% of All Funds
12.35%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
48
Increased
225
Reduced
195
Closed
63
Calls
$8.02M
Puts
$5.98M
Net Calls
+$2.04M
Net Calls Change
-$5.86M
Name Holding Trade Value Shares
Change
Change in
Stake
HHAA
401
Henry H. Armstrong Associates
Pennsylvania
$345K -$36.6K -500 -10%
MCWS
402
McKinley Carter Wealth Services
West Virginia
$343K -$129K -1,762 -28%
Fifth Third Bancorp
403
Fifth Third Bancorp
Ohio
$342K -$62.4K -852 -16%
HCM
404
Hutner Capital Management
Vermont
$340K
BP
405
Ballentine Partners
Massachusetts
$336K +$29.3K +400 +10%
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$333K -$9.52K -130 -3%
CASB
407
Cape Ann Savings Bank
Massachusetts
$328K -$7.33K -100 -2%
FI
408
FormulaFolio Investments
Michigan
$327K +$322K +4,395 New
AWM
409
AE Wealth Management
Kansas
$323K +$319K +4,349 New
MIA
410
MainStreet Investment Advisors
Illinois
$322K -$9.52K -130 -3%
CCG
411
Cypress Capital Group
Florida
$321K -$13.2K -180 -4%
WCM
412
Weld Capital Management
New York
$320K +$316K +4,307 New
Rockefeller Capital Management
413
Rockefeller Capital Management
New York
$319K +$3.59K +49 +1%
MSAM
414
Moloney Securities Asset Management
Missouri
$317K +$7.11K +97 +2%
PCM
415
Parsons Capital Management
Rhode Island
$310K
WAM
416
Wealthspire Advisors (Maryland)
Maryland
$303K +$31.1K +425 +12%
AIM
417
Anchor Investment Management
South Carolina
$301K
KRSITF
418
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$299K +$32.3K +441 +12%
SPC
419
Sigma Planning Corp
Michigan
$293K -$14.3K -195 -5%
SLA
420
Silver Lake Advisory
Utah
$291K
V
421
Veritable
Delaware
$289K -$165K -2,251 -37%
ARMT
422
Amica Retiree Medical Trust
Rhode Island
$282K +$225K +3,068 +419%
CGL
423
Clarius Group LLC
Washington
$276K +$1.69K +23 +0.6%
RT
424
Rockland Trust
Massachusetts
$269K +$277K +3,781 New
BAM
425
Burgundy Asset Management
Ontario, Canada
$267K

EXPD Hedge Fund Activity: Q3 2019 in Review

563 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q3 2019, worth a combined $11.7B — down 6.2% from $12.5B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of EXPD and 48 opened new positions — a net loss of 15 holders — while 195 trimmed existing stakes and 225 added.

The largest buyer was Mitsubishi UFJ Trust & Banking, adding an estimated $112M. The largest seller was APG Asset Management, cutting an estimated $76.6M.

  • 563 institutional investors held Expeditors International (EXPD) as of Q3 2019, down from 578 in Q2 2019.
  • Funds reported $11.7B of Expeditors International stock for Q3 2019, down 6.2% quarter-over-quarter.
  • 48 funds opened new Expeditors International positions in Q3 2019 and 63 closed out, a net change of -15 holders.
  • The largest Expeditors International buyer in Q3 2019 was Mitsubishi UFJ Trust & Banking, an estimated $112M added.
  • The largest Expeditors International seller in Q3 2019 was APG Asset Management, an estimated $76.6M sold.

Based on aggregated 13F filings for Q3 2019.