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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
MFS
451
Monetta Financial Services
Illinois
$573K
MML Investors Services
452
MML Investors Services
Massachusetts
$566K -$418K -3,846 -43%
JWCA
453
J.W. Coons Advisors
Ohio
$566K +$2.17K +20 +0.4%
FHB
454
First Hawaiian Bank
Hawaii
$563K
PFSC
455
Peoples Financial Services Corp
Pennsylvania
$562K -$37.8K -348 -6%
NMIMC
456
Northwestern Mutual Investment Management Company
Wisconsin
$551K +$1.63K +15 +0.3%
CM
457
Caption Management
Oklahoma
$551K +$543K +5,000 New
WP
458
WMS Partners
Maryland
$544K
Vontobel Holding
459
Vontobel Holding
Switzerland
$540K -$109K -1,003 -17%
SW
460
SteelPeak Wealth
California
$534K -$21.3K -196 -4%
Northwestern Mutual Wealth Management
461
Northwestern Mutual Wealth Management
Wisconsin
$532K +$30K +276 +6%
DWA
462
Douglass Winthrop Advisors
New York
$529K
SPC
463
Stewart & Patten Company
California
$529K
EP
464
Eudaimonia Partners
Tennessee
$523K +$167K +1,539 +48%
AIMCA
465
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$517K -$9.89M -91,111 -95%
DA
466
Duality Advisers
Florida
$509K +$502K +4,626 New
HHAA
467
Henry H. Armstrong Associates
Pennsylvania
$502K
AIM
468
Anchor Investment Management
South Carolina
$499K -$5.43K -50 -1%
BEW
469
Burton Enright Welch
California
$485K -$9.01K -83 -2%
FC
470
FORA Capital
Florida
$484K -$1.13M -10,440 -70%
GCM
471
Gladius Capital Management
Illinois
$483K +$135K +1,243 +40%
SCA
472
Snowden Capital Advisors
New York
$482K +$6.3K +58 +1%
BL
473
Balentine LLC
Georgia
$480K +$2.17K +20 +0.5%
TA
474
TFB Advisors
Kansas
$480K +$83.1K +765 +21%
GT
475
Greenleaf Trust
Michigan
$479K -$2.61K -24 -0.5%

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.