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Expeditors International

820 hedge funds and large institutions have $17B invested in Expeditors International in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 272 increasing their positions, 339 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $85.1M | Put options by funds: $38M

21% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 70

5% more capital invested

Capital invested by funds: $16.1B → $17B (+$850M)

1% more funds holding

Funds holding: 810820 (+10)

0.39% more ownership

Funds ownership: 91.45%91.83% (+0.39%)

20% less repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 339

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
820
Holders Change
+10
Holders Change %
+1.23%
% of All Funds
11.77%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
85
Increased
272
Reduced
339
Closed
70
Calls
$85.1M
Puts
$38M
Net Calls
+$47.1M
Net Calls Change
+$60.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NIM
451
NEOS Investment Management
Connecticut
$628K +$99.4K +812 +20%
ECM
452
Everence Capital Management
Indiana
$627K
SIA
453
Soltis Investment Advisors
Utah
$623K +$490 +4 +0.1%
DA
454
Denali Advisors
California
$619K +$12.2K +100 +2%
TFS
455
Thoroughbred Financial Services
Tennessee
$614K
JWCA
456
J.W. Coons Advisors
Ohio
$613K -$2.45K -20 -0.4%
GT
457
Greenleaf Trust
Michigan
$604K -$51.4K -420 -8%
GCM
458
Graham Capital Management
Connecticut
$599K +$558K +4,557 New
IFU
459
iSAM Funds (UK)
United Kingdom
$595K +$555K +4,531 New
MPWT
460
MassMutual Private Wealth & Trust
Connecticut
$588K -$275K -2,246 -33%
NMIMC
461
Northwestern Mutual Investment Management Company
Wisconsin
$588K -$2.69K -22 -0.5%
NP
462
Nilsine Partners
Colorado
$586K -$42.9K -350 -7%
BEW
463
Burton Enright Welch
California
$579K
RWM
464
Ritholtz Wealth Management
New York
$569K -$181K -1,479 -25%
CGL
465
Clarius Group LLC
Washington
$567K +$1.1K +9 +0.2%
ACM
466
Advisors Capital Management
New Jersey
$562K +$242K +1,976 +86%
DZ Bank
467
DZ Bank
Germany
$560K -$175K -1,428 -25%
BC
468
Broadwater Capital
Massachusetts
$552K
Holocene Advisors
469
Holocene Advisors
New York
$549K -$3.98M -32,515 -89%
KRSITF
470
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$549K -$46.3K -378 -8%
PCM
471
Parsons Capital Management
Rhode Island
$549K
SIM
472
Studio Investment Management
Illinois
$541K +$19.2K +157 +4%
AOI
473
Auto-Owners Insurance
Michigan
$538K
IIM
474
INTECH Investment Management
Florida
$533K -$170K -1,387 -25%
SB
475
Simmons Bank
Arkansas
$532K

EXPD Hedge Fund Activity: Q3 2024 in Review

820 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q3 2024, worth a combined $17B — up 5.3% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new EXPD positions and 70 closed out — a net gain of 15 holders — while 272 added to existing stakes and 339 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $187M. The largest seller was Citadel Advisors, cutting an estimated $220M.

  • 820 institutional investors held Expeditors International (EXPD) as of Q3 2024, up from 810 in Q2 2024.
  • Funds reported $17B of Expeditors International stock for Q3 2024, up 5.3% quarter-over-quarter.
  • 85 funds opened new Expeditors International positions in Q3 2024 and 70 closed out, a net change of +15 holders.
  • The largest Expeditors International buyer in Q3 2024 was First Trust Advisors, an estimated $187M added.
  • The largest Expeditors International seller in Q3 2024 was Citadel Advisors, an estimated $220M sold.

Based on aggregated 13F filings for Q3 2024.