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Expeditors International

703 hedge funds and large institutions have $18.4B invested in Expeditors International in 2021 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 258 increasing their positions, 253 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 253

1% less call options, than puts

Call options by funds: $17.9M | Put options by funds: $18M

4% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 76

2% less funds holding

Funds holding: 717703 (-14)

2.43% less ownership

Funds ownership: 93.47%91.04% (-2.4%)

8% less capital invested

Capital invested by funds: $20B → $18.4B (-$1.54B)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
703
Holders Change
-14
Holders Change %
-1.95%
% of All Funds
12.31%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.18%
New
73
Increased
258
Reduced
253
Closed
76
Calls
$17.9M
Puts
$18M
Net Calls
-$168K
Net Calls Change
-$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
426
Vanguard Personalized Indexing Management
California
$668K -$63.5K -507 -8%
IWC
427
Integrated Wealth Concepts
Massachusetts
$667K +$34.5K +276 +5%
RIM
428
Redpoint Investment Management
Australia
$666K -$67.5K -539 -9%
MIA
429
MainStreet Investment Advisors
Illinois
$656K +$57.3K +458 +9%
MPWT
430
MassMutual Private Wealth & Trust
Connecticut
$651K +$54.5K +435 +9%
HIIFS
431
Harel Insurance Investments & Financial Services
Israel
$647K -$73.2K -585 -10%
AA
432
ALPS Advisors
Colorado
$644K -$132K -1,055 -16%
FHB
433
First Hawaiian Bank
Hawaii
$644K
Cetera Investment Advisers
434
Cetera Investment Advisers
Illinois
$642K -$218K -1,744 -24%
WAM
435
World Asset Management
Michigan
$641K -$54.1K -432 -7%
PI
436
PEAK6 Investments
Illinois
$634K +$666K +5,320 New
DWA
437
Douglass Winthrop Advisors
New York
$625K
CI
438
Cigna Investments
Connecticut
$617K -$12.5K -100 -2%
SCA
439
Snowden Capital Advisors
New York
$615K -$103K -819 -14%
AIL
440
AGF Investments LLC
Ontario, Canada
$605K +$16.9K +135 +3%
JG
441
Jefferies Group
New York
$601K -$136K -1,084 -18%
PWA
442
Physician Wealth Advisors
Utah
$590K
BAM
443
Blueshift Asset Management
New Jersey
$590K +$620K +4,953 New
SIM
444
Studio Investment Management
Illinois
$583K +$613K +4,894 New
BF
445
BOK Financial
Oklahoma
$579K +$607K +4,853 New
SFSG
446
Sound Financial Strategies Group
Mississippi
$576K -$501 -4 -0.1%
SPC
447
Stewart & Patten Company
California
$572K
IRF
448
IBM Retirement Fund
New York
$566K
PFG
449
PAX Financial Group
Texas
$565K +$124K +989 +26%
HIA
450
Harbor Investment Advisory
Maryland
$549K -$1.25K -10 -0.2%

EXPD Hedge Fund Activity: Q3 2021 in Review

703 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q3 2021, worth a combined $18.4B — down 7.7% from $20B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of EXPD and 73 opened new positions — a net loss of 3 holders — while 253 trimmed existing stakes and 258 added.

The largest buyer was Amundi, adding an estimated $62.5M. The largest seller was Loomis, Sayles & Company, cutting an estimated $212M.

  • 703 institutional investors held Expeditors International (EXPD) as of Q3 2021, down from 717 in Q2 2021.
  • Funds reported $18.4B of Expeditors International stock for Q3 2021, down 7.7% quarter-over-quarter.
  • 73 funds opened new Expeditors International positions in Q3 2021 and 76 closed out, a net change of -3 holders.
  • The largest Expeditors International buyer in Q3 2021 was Amundi, an estimated $62.5M added.
  • The largest Expeditors International seller in Q3 2021 was Loomis, Sayles & Company, an estimated $212M sold.

Based on aggregated 13F filings for Q3 2021.