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Expeditors International

513 hedge funds and large institutions have $8.19B invested in Expeditors International in 2016 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 190 increasing their positions, 218 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

6% more capital invested

Capital invested by funds: $7.76B → $8.19B (+$436M)

6% less call options, than puts

Call options by funds: $25M | Put options by funds: $26.7M

5% less funds holding

Funds holding: 540513 (-27)

13% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 218

31% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 70

Holders
513
Holders Change
-27
Holders Change %
-5%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
48
Increased
190
Reduced
218
Closed
70
Calls
$25M
Puts
$26.7M
Net Calls
-$1.67M
Net Calls Change
+$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
426
Mission Wealth Management
California
$206K +$193K +4,220 New
EOJOAM
427
E. Ohman J:or Asset Management
Sweden
$205K
IG
428
ING Group
Netherlands
$205K -$2.55M -55,611 -93%
PCM
429
Parsons Capital Management
Rhode Island
$204K +$191K +4,175 New
MSV
430
MN Services Vermogensbeheer
Netherlands
$201K +$215K +4,687 New
CI
431
Constellation Investments
Ohio
$200K +$188K +4,100 New
JFA
432
JNBA Financial Advisors
Minnesota
$195K -$6.87K -150 -4%
SEC
433
Seven Eight Capital
New York
$165K +$155K +3,375 New
OMCS
434
Old Mutual Customised Solutions
South Africa
$161K
MCA
435
Mercer Capital Advisers
New Jersey
$156K
Pacer Advisors
436
Pacer Advisors
Pennsylvania
$151K +$3.35K +73 +2%
MFS
437
MSI Financial Services
Massachusetts
$133K -$2.57K -56 -2%
AIM
438
Anchor Investment Management
South Carolina
$132K +$124K +2,705 New
CCA
439
Checchi Capital Advisers
California
$126K +$118K +2,583 New
Creative Planning
440
Creative Planning
Kansas
$115K -$33.2K -725 -23%
Fifth Third Bancorp
441
Fifth Third Bancorp
Ohio
$108K -$145K -3,162 -59%
PAM
442
Paradigm Asset Management
New York
$107K +$4.63K +101 +5%
HDIM
443
Hanson & Doremus Investment Management
Vermont
$105K +$12.4K +270 +14%
WEC
444
Winslow Evans & Crocker
Massachusetts
$104K
Fuller & Thaler Asset Management
445
Fuller & Thaler Asset Management
California
$103K -$124K -2,700 -56%
Northwestern Mutual Wealth Management
446
Northwestern Mutual Wealth Management
Wisconsin
$101K -$10.3K -224 -10%
MFW
447
Mosaic Family Wealth
Missouri
$91K +$29.9K +653 +54%
QI
448
QS Investors
New York
$90K
TAF
449
Tredje AP-fonden
Sweden
$87K +$83.4K +1,820 New
BWP
450
Baldwin Wealth Partners
Massachusetts
$86K -$1.98M -43,138 -96%

EXPD Hedge Fund Activity: Q1 2016 in Review

513 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q1 2016, worth a combined $8.19B — up 5.6% from $7.76B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of EXPD and 48 opened new positions — a net loss of 22 holders — while 218 trimmed existing stakes and 190 added.

The largest buyer was Select Equity Group, adding an estimated $105M. The largest seller was Jennison Associates, exiting entirely with an estimated $63.8M sold.

  • 513 institutional investors held Expeditors International (EXPD) as of Q1 2016, down from 540 in Q4 2015.
  • Funds reported $8.19B of Expeditors International stock for Q1 2016, up 5.6% quarter-over-quarter.
  • 48 funds opened new Expeditors International positions in Q1 2016 and 70 closed out, a net change of -22 holders.
  • The largest Expeditors International buyer in Q1 2016 was Select Equity Group, an estimated $105M added.
  • The largest Expeditors International seller in Q1 2016 was Jennison Associates, an estimated $63.8M sold.

Based on aggregated 13F filings for Q1 2016.