We are live on ! Find out more
EXPD icon

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
BEW
451
Burton Enright Welch
California
$632K +$589K +4,703 New
SF
452
Synovus Financial
Georgia
$627K +$15.3K +122 +3%
CGL
453
Clarius Group LLC
Washington
$620K +$21.7K +173 +4%
HIA
454
Harbor Investment Advisory
Maryland
$619K
MML Investors Services
455
MML Investors Services
Massachusetts
$615K +$135K +1,082 +31%
RT
456
Rockland Trust
Massachusetts
$614K -$170K -1,357 -23%
PWA
457
Physician Wealth Advisors
Utah
$612K -$37.6K -300 -6%
AWM
458
AE Wealth Management
Kansas
$605K +$10.1K +81 +2%
Fifth Third Bancorp
459
Fifth Third Bancorp
Ohio
$602K +$207K +1,656 +59%
KRSITF
460
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$601K +$9.64K +77 +2%
BIP
461
Blueprint Investment Partners
North Carolina
$598K +$107K +851 +24%
JWCA
462
J.W. Coons Advisors
Ohio
$590K +$149K +1,194 +37%
PP
463
Pegasus Partners
Wisconsin
$587K -$383K -3,058 -41%
LOAMS
464
Lombard Odier Asset Management (Switzerland)
Switzerland
$585K +$546K +4,358 New
FAM
465
Formidable Asset Management
Ohio
$584K +$54.2K +433 +11%
Verition Fund Management
466
Verition Fund Management
Connecticut
$573K -$1.21M -9,669 -69%
AWM
467
Apollon Wealth Management
South Carolina
$573K +$15.5K +124 +3%
HHAA
468
Henry H. Armstrong Associates
Pennsylvania
$570K
BBVA
469
Banco Bilbao Vizcaya Argentaria
Spain
$566K -$2.31M -18,470 -81%
SI
470
Scout Investments
Missouri
$566K +$35.9K +287 +7%
FTDI
471
First Trust Direct Indexing
Massachusetts
$565K -$12K -96 -2%
SGI
472
Summit Global Investments
Utah
$564K +$60.6K +484 +13%
PCM
473
Parsons Capital Management
Rhode Island
$561K
AWM
474
Aberdeen Wealth Management
Illinois
$551K -$20.7K -165 -4%
Brown Advisory
475
Brown Advisory
Maryland
$543K +$122K +973 +32%

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.