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Expeditors International

779 hedge funds and large institutions have $20.7B invested in Expeditors International in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 282 increasing their positions, 241 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 47

85% more call options, than puts

Call options by funds: $36.8M | Put options by funds: $19.9M

17% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 241

12% more capital invested

Capital invested by funds: $18.4B → $20.7B (+$2.28B)

11% more funds holding

Funds holding: 703779 (+76)

0.85% more ownership

Funds ownership: 91.04%91.89% (+0.85%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
779
Holders Change
+76
Holders Change %
+10.81%
% of All Funds
11.99%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
133
Increased
282
Reduced
241
Closed
47
Calls
$36.8M
Puts
$19.9M
Net Calls
+$16.9M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
426
MassMutual Private Wealth & Trust
Connecticut
$775K +$38.3K +306 +6%
WMSA
427
Weiss Multi-Strategy Advisers
New York
$774K +$721K +5,761 New
BPA
428
Beacon Pointe Advisors
California
$768K -$824K -6,578 -54%
IWC
429
Integrated Wealth Concepts
Massachusetts
$768K +$15K +120 +2%
SB
430
Simmons Bank
Arkansas
$764K
RIM
431
Redpoint Investment Management
Australia
$750K
TMAM
432
Tokio Marine Asset Management
Japan
$748K -$28.4K -227 -4%
SAM
433
Strategy Asset Managers
California
$730K -$55.7K -445 -8%
FHB
434
First Hawaiian Bank
Hawaii
$728K +$2.25K +18 +0.3%
MWAM
435
Manhattan West Asset Management
California
$711K +$663K +5,292 New
DWA
436
Douglass Winthrop Advisors
New York
$705K
CAPTRUST Financial Advisors
437
CAPTRUST Financial Advisors
North Carolina
$705K +$208K +1,662 +46%
Cetera Investment Advisers
438
Cetera Investment Advisers
Illinois
$702K -$19.7K -157 -3%
UCFA
439
United Capital Financial Advisors
Texas
$692K -$147K -1,174 -19%
AIM
440
Anchor Investment Management
South Carolina
$684K -$125K -1,000 -16%
RCA
441
Resonant Capital Advisors
Wisconsin
$682K +$60.2K +481 +10%
PFG
442
PAX Financial Group
Texas
$675K +$35.8K +286 +6%
DWT
443
Dorsey & Whitney Trust
South Dakota
$667K +$94.2K +752 +18%
Simplex Trading
444
Simplex Trading
Illinois
$648K +$604K +4,826 New
SPC
445
Stewart & Patten Company
California
$645K
Northwestern Mutual Wealth Management
446
Northwestern Mutual Wealth Management
Wisconsin
$642K +$73.2K +585 +14%
AII
447
AGF Investments Inc
Ontario, Canada
$642K +$165K +1,320 +38%
VAS
448
Vestmark Advisory Solutions
Massachusetts
$641K +$84K +671 +16%
SFSG
449
Sound Financial Strategies Group
Mississippi
$636K -$11.9K -95 -2%
TC
450
TownSquare Capital
Utah
$634K +$233K +1,857 +65%

EXPD Hedge Fund Activity: Q4 2021 in Review

779 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q4 2021, worth a combined $20.7B — up 12% from $18.4B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EXPD positions and 47 closed out — a net gain of 86 holders — while 282 added to existing stakes and 241 trimmed.

The largest buyer was BlackRock, adding an estimated $227M. The largest seller was Fiduciary Management Inc, exiting entirely with an estimated $173M sold.

  • 779 institutional investors held Expeditors International (EXPD) as of Q4 2021, up from 703 in Q3 2021.
  • Funds reported $20.7B of Expeditors International stock for Q4 2021, up 12% quarter-over-quarter.
  • 133 funds opened new Expeditors International positions in Q4 2021 and 47 closed out, a net change of +86 holders.
  • The largest Expeditors International buyer in Q4 2021 was BlackRock, an estimated $227M added.
  • The largest Expeditors International seller in Q4 2021 was Fiduciary Management Inc, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2021.