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Expeditors International

479 hedge funds and large institutions have $8.03B invested in Expeditors International in 2014 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 143 increasing their positions, 207 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 43

12% more capital invested

Capital invested by funds: $7.18B → $8.03B (+$848M)

3% more funds holding

Funds holding: 464479 (+15)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

31% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 207

61% less call options, than puts

Call options by funds: $21M | Put options by funds: $54.1M

Holders
479
Holders Change
+15
Holders Change %
+3.23%
% of All Funds
13.77%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
61
Increased
143
Reduced
207
Closed
43
Calls
$21M
Puts
$54.1M
Net Calls
-$33.1M
Net Calls Change
-$517K
Name Holding Trade Value Shares
Change
Change in
Stake
VAM
426
Visionary Asset Management
Texas
$75K +$73K +1,697 New
GIS
427
Guardian Investor Services
New York
$67K -$3.35K -78 -5%
First Manhattan
428
First Manhattan
New York
$66K
FHA
429
First Horizon Advisors
Tennessee
$65K
LTFS
430
Ladenburg Thalmann Financial Services
Florida
$65K +$387 +9 +0.6%
Group One Trading
431
Group One Trading
Illinois
$60K +$58.5K +1,359 New
NIM
432
NuWave Investment Management
New Jersey
$57K +$55.5K +1,290 New
TAM
433
Tocqueville Asset Management
New York
$53K
MPWT
434
MassMutual Private Wealth & Trust
Connecticut
$52.8K +$4.3K +100 +9%
GLI
435
Guardian Life Insurance
New York
$51K
AAM
436
Advisors Asset Management
Colorado
$49K -$4.3K -100 -8%
PTC
437
Private Trust Company
Ohio
$48K +$86 +2 +0.2%
LBG
438
Lloyds Banking Group
United Kingdom
$46K -$1.59M -37,037 -97%
PCTC
439
Perkins Coie Trust Company
Washington
$44K
SSG
440
Summit Securities Group
New York
$44K +$43K +1,000 New
SAMC
441
Shinko Asset Management Company
Japan
$40K
W
442
Wealthfront
California
$39K +$26.6K +618 +243%
TCM
443
Tradewinds Capital Management
Washington
$38K +$43 +1 +0.1%
FNBT
444
FineMark National Bank & Trust
Florida
$35K
IC
445
IKOS CIF
Cyprus
$34K +$32.4K +754 New
WTC
446
WhitTier Trust Company
Nevada
$33K
MFS
447
MSI Financial Services
Massachusetts
$31K +$2.37K +55 +8%
TC
448
TradeLink Capital
Illinois
$31K +$30.1K +700 New
Parallax Volatility Advisers
449
Parallax Volatility Advisers
California
$29K -$177K -4,117 -86%
NES
450
New England Securities
New York
$23K

EXPD Hedge Fund Activity: Q2 2014 in Review

479 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q2 2014, worth a combined $8.03B — up 12% from $7.18B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EXPD positions and 43 closed out — a net gain of 18 holders — while 143 added to existing stakes and 207 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $76.6M. The largest seller was ValueAct Holdings, cutting an estimated $55.1M.

  • 479 institutional investors held Expeditors International (EXPD) as of Q2 2014, up from 464 in Q1 2014.
  • Funds reported $8.03B of Expeditors International stock for Q2 2014, up 12% quarter-over-quarter.
  • 61 funds opened new Expeditors International positions in Q2 2014 and 43 closed out, a net change of +18 holders.
  • The largest Expeditors International buyer in Q2 2014 was Artisan Partners, an estimated $76.6M added.
  • The largest Expeditors International seller in Q2 2014 was ValueAct Holdings, an estimated $55.1M sold.

Based on aggregated 13F filings for Q2 2014.