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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
RCA
451
Resonant Capital Advisors
Wisconsin
$548K +$116K +928 +25%
SF
452
Synovus Financial
Georgia
$534K -$243K -1,941 -30%
CGL
453
Clarius Group LLC
Washington
$530K +$5.26K +42 +1%
AWM
454
AE Wealth Management
Kansas
$527K +$13.5K +108 +3%
KRSITF
455
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$524K +$125 +1 +0%
FTDI
456
First Trust Direct Indexing
Massachusetts
$513K +$143K +1,141 +36%
AWM
457
Aberdeen Wealth Management
Illinois
$509K -$6.88K -55 -1%
HHAA
458
Henry H. Armstrong Associates
Pennsylvania
$505K -$18.8K -150 -3%
HI
459
Horizon Investments
North Carolina
$504K -$45.8K -366 -8%
LSA
460
Leonteq Securities AG
Switzerland
$504K -$194K -1,550 -27%
DWT
461
Dorsey & Whitney Trust
South Dakota
$501K -$5.88K -47 -1%
Northwestern Mutual Wealth Management
462
Northwestern Mutual Wealth Management
Wisconsin
$499K -$24.7K -197 -4%
PCM
463
Parsons Capital Management
Rhode Island
$497K
AWM
464
Apollon Wealth Management
South Carolina
$494K +$519K +4,146 New
GSC
465
Ground Swell Capital
South Carolina
$490K +$514K +4,109 New
VAS
466
Vestmark Advisory Solutions
Massachusetts
$489K +$157K +1,254 +44%
WFI
467
West Family Investments
California
$477K +$173K +1,380 +53%
AAS
468
Annex Advisory Services
Wisconsin
$477K +$501K +4,000 New
PAG
469
Private Advisor Group
New Jersey
$469K +$232K +1,851 +89%
SI
470
Scout Investments
Missouri
$467K +$491K +3,924 New
FAM
471
Formidable Asset Management
Ohio
$466K +$490K +3,915 New
MWM
472
Merriman Wealth Management
Washington
$465K +$28K +224 +6%
AIM
473
Arcadia Investment Management
Michigan
$458K
DTC
474
Davidson Trust Company
Washington
$453K
PI
475
Putnam Investments
Massachusetts
$451K -$5.26K -42 -1%

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.