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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
BBA
426
Baader Bank Aktiengesellschaft
Germany
$684K +$677K +6,233 New
MCM
427
Manchester Capital Management
Vermont
$677K +$69.2K +637 +12%
SWM
428
Spire Wealth Management
Virginia
$674K +$651K +5,994 +4,647%
IC
429
IEQ Capital
California
$668K +$17.7K +163 +3%
FFM
430
Forum Financial Management
Illinois
$665K -$109 -1 -0%
QIM
431
Quantitative Investment Management
Virginia
$656K -$91.4K -842 -12%
LNWWM
432
Laird Norton Wetherby Wealth Management
California
$654K -$7.38K -68 -1%
HIA
433
Harbor Investment Advisory
Maryland
$653K +$33.6K +309 +5%
RJT
434
Raymond James Trust
Florida
$640K +$10.9K +100 +2%
QI
435
Qtron Investments
Massachusetts
$639K
EAM
436
Eschler Asset Management
United Kingdom
$639K
BCP
437
Blackhawk Capital Partners
Wisconsin
$631K -$33.2K -306 -5%
PFG
438
PAX Financial Group
Texas
$626K +$24K +221 +4%
KRSITF
439
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$623K -$21.8K -201 -3%
BIAS
440
Beacon Investment Advisory Services
New Jersey
$621K -$6.3K -58 -1%
FTDI
441
First Trust Direct Indexing
Massachusetts
$621K +$18.1K +167 +3%
VI
442
Versor Investments
New York
$617K +$608K +5,600 New
AWM
443
Avior Wealth Management
Nebraska
$611K +$51K +470 +9%
ETH
444
Exos TFP Holdings
New York
$607K +$311K +2,864 +108%
Fifth Third Bancorp
445
Fifth Third Bancorp
Ohio
$601K +$32K +295 +6%
SB
446
Simmons Bank
Arkansas
$596K -$5.43K -50 -0.9%
APWM
447
Argonautica Private Wealth Management
Massachusetts
$585K +$23.7K +218 +4%
Connor, Clark & Lunn Investment Management (CC&L)
448
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$583K -$741K -6,823 -56%
CGL
449
Clarius Group LLC
Washington
$580K +$543 +5 +0.1%
IAN
450
Integrated Advisors Network
Texas
$578K +$570K +5,246 New

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.