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Expeditors International

751 hedge funds and large institutions have $15.9B invested in Expeditors International in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 269 increasing their positions, 268 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 51

19% more capital invested

Capital invested by funds: $13.3B → $15.9B (+$2.59B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 708751 (+43)

4.89% more ownership

Funds ownership: 91.85%96.74% (+4.9%)

0% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 268

64% less call options, than puts

Call options by funds: $8.18M | Put options by funds: $22.8M

Holders
751
Holders Change
+43
Holders Change %
+6.07%
% of All Funds
12.07%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
109
Increased
269
Reduced
268
Closed
51
Calls
$8.18M
Puts
$22.8M
Net Calls
-$14.7M
Net Calls Change
-$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
SPA
401
Sherbrooke Park Advisers
New York
$821K +$814K +7,900 New
CAN
402
Cetera Advisor Networks
California
$816K +$272K +2,639 +51%
ZCA
403
Zeke Capital Advisors
Pennsylvania
$802K +$8.86K +86 +1%
KFA
404
Kelleher Financial Advisors
New York
$790K -$5.26K -51 -0.7%
BCM
405
Bayesian Capital Management
New York
$790K +$783K +7,600 New
William Blair & Company
406
William Blair & Company
Illinois
$788K -$73.9K -717 -9%
TWD
407
True Wealth Design
Ohio
$787K +$781K +7,574 New
NMERB
408
New Mexico Educational Retirement Board
New Mexico
$785K -$103K -1,000 -12%
BBHC
409
Brown Brothers Harriman & Co
New York
$784K -$8.14K -79 -1%
O
410
Ossiam
France
$774K -$291K -2,819 -27%
SIA
411
Strategic Investment Advisors
Michigan
$748K +$54.7K +531 +8%
SBCM
412
Schwerin Boyle Capital Management
Massachusetts
$740K
EOJOAM
413
E. Ohman J:or Asset Management
Sweden
$727K -$103K -1,000 -13%
KAS
414
Kestra Advisory Services
Texas
$727K -$40.1K -389 -5%
AWM
415
AE Wealth Management
Kansas
$717K +$18.4K +179 +3%
DSC
416
Duncker Streett & Co
Missouri
$716K +$103 +1 +0%
QIM
417
Quantitative Investment Management
Virginia
$707K +$701K +6,805 New
Carson Wealth (CWM LLC)
418
Carson Wealth (CWM LLC)
Nebraska
$701K +$56.3K +546 +9%
WHG
419
Westwood Holdings Group
Texas
$700K -$99.4K -964 -13%
DWT
420
Dorsey & Whitney Trust
South Dakota
$698K +$23.4K +227 +3%
SFI
421
Siemens Fonds Invest
Germany
$690K -$57.1K -554 -8%
HI
422
Horizon Investments
North Carolina
$688K +$69.8K +677 +11%
MPWT
423
MassMutual Private Wealth & Trust
Connecticut
$683K +$21.4K +208 +3%
MIA
424
MainStreet Investment Advisors
Illinois
$681K +$37.4K +363 +6%
SP
425
Symmetry Partners
Connecticut
$680K