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Expeditors International

666 hedge funds and large institutions have $15.1B invested in Expeditors International in 2020 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 248 increasing their positions, 230 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 57

42% more call options, than puts

Call options by funds: $18M | Put options by funds: $12.7M

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

6% more capital invested

Capital invested by funds: $14.2B → $15.1B (+$853M)

5% more funds holding

Funds holding: 633666 (+33)

8% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 230

0.86% less ownership

Funds ownership: 93.75%92.89% (-0.86%)

Holders
666
Holders Change
+33
Holders Change %
+5.21%
% of All Funds
11.79%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
96
Increased
248
Reduced
230
Closed
57
Calls
$18M
Puts
$12.7M
Net Calls
+$5.32M
Net Calls Change
+$3.31M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
401
CAPTRUST Financial Advisors
North Carolina
$685K +$70K +768 +12%
HCM
402
Hutner Capital Management
Vermont
$680K +$111K +1,223 +21%
SBCM
403
Schwerin Boyle Capital Management
Massachusetts
$678K
SFSG
404
Sound Financial Strategies Group
Mississippi
$678K +$649K +7,127 New
TC
405
TownSquare Capital
Utah
$672K +$239K +2,624 +59%
BPM
406
Bowling Portfolio Management
Ohio
$668K -$50.3K -552 -7%
PA
407
Parallel Advisors
California
$664K +$72.1K +792 +13%
PFO
408
Pathstone Family Office
New Jersey
$659K +$631K +6,930 New
SP
409
Symmetry Partners
Connecticut
$655K +$729 +8 +0.1%
AA
410
ALPS Advisors
Colorado
$651K -$48.6K -534 -7%
WAM
411
World Asset Management
Michigan
$640K -$56.1K -616 -8%
SCM
412
Shelton Capital Management
Colorado
$628K +$602K +6,605 New
SW
413
SlateStone Wealth
Florida
$618K -$18.2K -200 -3%
NIA
414
Northstar Investment Advisors
Colorado
$612K
3LCM
415
3D/L Capital Management
Connecticut
$611K +$588K +6,456 New
SF
416
Synovus Financial
Georgia
$595K +$15.3K +168 +3%
IRF
417
IBM Retirement Fund
New York
$590K +$73.9K +811 +15%
RJT
418
Raymond James Trust
Florida
$583K -$55.7K -611 -9%
RIM
419
Redpoint Investment Management
Australia
$583K +$39.5K +434 +8%
Nomura Holdings
420
Nomura Holdings
Japan
$582K -$79.8K -876 -13%
AWM
421
AE Wealth Management
Kansas
$578K +$65.1K +715 +13%
BCV
422
Banque Cantonale Vaudoise
Switzerland
$573K
LWP
423
Lumature Wealth Partners
Georgia
$570K +$546K +5,994 New
RT
424
Rockland Trust
Massachusetts
$567K +$34.8K +382 +7%
CI
425
Cigna Investments
Connecticut
$564K +$44.5K +488 +9%

EXPD Hedge Fund Activity: Q4 2020 in Review

666 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q4 2020, worth a combined $15.1B — up 6% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new EXPD positions and 57 closed out — a net gain of 39 holders — while 248 added to existing stakes and 230 trimmed.

The largest buyer was BlackRock, adding an estimated $202M. The largest seller was Loomis, Sayles & Company, cutting an estimated $90.6M.

  • 666 institutional investors held Expeditors International (EXPD) as of Q4 2020, up from 633 in Q3 2020.
  • Funds reported $15.1B of Expeditors International stock for Q4 2020, up 6% quarter-over-quarter.
  • 96 funds opened new Expeditors International positions in Q4 2020 and 57 closed out, a net change of +39 holders.
  • The largest Expeditors International buyer in Q4 2020 was BlackRock, an estimated $202M added.
  • The largest Expeditors International seller in Q4 2020 was Loomis, Sayles & Company, an estimated $90.6M sold.

Based on aggregated 13F filings for Q4 2020.