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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
MCM
451
Manchester Capital Management
Vermont
$23K +$989 +23 +5%
NFG
452
Next Financial Group
Texas
$23K +$24.1K +561 New
Envestnet Asset Management
453
Envestnet Asset Management
Illinois
$22K -$6.92K -161 -25%
DAM
454
Delta Asset Management
Tennessee
$22K
SF
455
Synovus Financial
Georgia
$22K
TDC
456
Thompson Davis & Co
Virginia
$22K +$172 +4 +0.8%
WT
457
Whittier Trust
California
$21K -$6.67K -155 -25%
CG
458
Colony Group
Massachusetts
$21K
TRCT
459
Tower Research Capital (TRC)
New York
$20K +$19.9K +462 New
MAM
460
Mizuho Asset Management
Japan
$19K
HCC
461
Hirtle Callaghan & Co
Pennsylvania
$18K
OIA
462
Optimum Investment Advisors
Illinois
$12K
IMS
463
Index Management Solutions
Pennsylvania
$11K -$40.7K -947 -79%
LWM
464
Lenox Wealth Management
Ohio
$10K -$10.9K -254 -53%
GSC
465
Ground Swell Capital
South Carolina
$10K +$9.72K +226 New
1IC
466
1919 Investment Counsel
Maryland
$9K
MUMSS
467
Mitsubishi UFJ Morgan Stanley Securities
Japan
$7K
PAS
468
Partnervest Advisory Services
California
$6K
BRWA
469
B. Riley Wealth Advisors
Florida
$5.14K +$4.99K +116 New
S
470
SignatureFD
Georgia
$5K -$3.79K -88 -42%
WF
471
WealthTrust Fairport
Ohio
$5K +$4.95K +115 New
WA
472
WFG Advisors
Texas
$4K
TWA
473
TCI Wealth Advisors
Arizona
$3K -$1.2K -28 -33%
NCM
474
Nelson Capital Management
California
$3K
CAW
475
Cornerstone Advisors (Washington)
Washington
$3K +$1.5K +35 +100%

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.