We are live on ! Find out more
EXPD icon

Expeditors International

766 hedge funds and large institutions have $16.4B invested in Expeditors International in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 268 increasing their positions, 265 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 69

2% more funds holding

Funds holding: 751766 (+15)

1.19% more ownership

Funds ownership: 96.74%97.92% (+1.2%)

3% more capital invested

Capital invested by funds: $15.9B → $16.4B (+$537M)

1% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 265

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

74% less call options, than puts

Call options by funds: $9.85M | Put options by funds: $37.5M

Holders
766
Holders Change
+15
Holders Change %
+2%
% of All Funds
12.21%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
98
Increased
268
Reduced
265
Closed
69
Calls
$9.85M
Puts
$37.5M
Net Calls
-$27.7M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
401
True Wealth Design
Ohio
$807K -$27K -249 -3%
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$792K +$48.3K +445 +7%
RCA
403
Resonant Capital Advisors
Wisconsin
$791K +$106K +972 +16%
CA
404
Continuum Advisory
Idaho
$789K +$106K +973 +16%
API
405
Advisor Partners II
California
$788K +$116K +1,065 +17%
SBCM
406
Schwerin Boyle Capital Management
Massachusetts
$784K
MLICM
407
Metropolitan Life Insurance Company (MetLife)
New York
$784K -$186K -1,713 -19%
SPA
408
Sherbrooke Park Advisers
New York
$771K -$97.7K -900 -11%
EOJOAM
409
E. Ohman J:or Asset Management
Sweden
$771K
NP
410
Nilsine Partners
Colorado
$770K +$759K +6,994 New
VIG
411
Vienna Insurance Group
Poland
$768K +$757K +6,970 New
TRCT
412
Tower Research Capital (TRC)
New York
$767K +$375K +3,452 +98%
DSC
413
Duncker Streett & Co
Missouri
$758K
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$750K +$25.2K +232 +4%
DWT
415
Dorsey & Whitney Trust
South Dakota
$739K -$543 -5 -0.1%
FAM
416
Formidable Asset Management
Ohio
$729K +$348K +3,206 +94%
NA
417
NewEdge Advisors
Louisiana
$727K +$90.1K +830 +14%
SFI
418
Siemens Fonds Invest
Germany
$727K -$3.69K -34 -0.5%
SP
419
Symmetry Partners
Connecticut
$721K
MIA
420
MainStreet Investment Advisors
Illinois
$716K -$5.21K -48 -0.7%
AIM
421
Aigen Investment Management
New York
$706K +$696K +6,411 New
GIA
422
Gateway Investment Advisers
Ohio
$695K +$685K +6,313 New
Cambridge Investment Research Advisors
423
Cambridge Investment Research Advisors
Iowa
$695K -$1M -9,253 -59%
AWM
424
Apollon Wealth Management
South Carolina
$688K -$20.1K -185 -3%
JIC
425
Johnson Investment Counsel
Ohio
$686K +$32.9K +303 +5%

EXPD Hedge Fund Activity: Q1 2023 in Review

766 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q1 2023, worth a combined $16.4B — up 3.4% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new EXPD positions and 69 closed out — a net gain of 29 holders — while 268 added to existing stakes and 265 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $233M. The largest seller was First Trust Advisors, cutting an estimated $196M.

  • 766 institutional investors held Expeditors International (EXPD) as of Q1 2023, up from 751 in Q4 2022.
  • Funds reported $16.4B of Expeditors International stock for Q1 2023, up 3.4% quarter-over-quarter.
  • 98 funds opened new Expeditors International positions in Q1 2023 and 69 closed out, a net change of +29 holders.
  • The largest Expeditors International buyer in Q1 2023 was Envestnet Asset Management, an estimated $233M added.
  • The largest Expeditors International seller in Q1 2023 was First Trust Advisors, an estimated $196M sold.

Based on aggregated 13F filings for Q1 2023.