We are live on ! Find out more
EXPD icon

Expeditors International

487 hedge funds and large institutions have $8.31B invested in Expeditors International in 2015 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 154 increasing their positions, 217 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

9% more capital invested

Capital invested by funds: $7.64B → $8.31B (+$664M)

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

1% less funds holding

Funds holding: 493487 (-6)

29% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 217

54% less call options, than puts

Call options by funds: $21.5M | Put options by funds: $47.1M

Holders
487
Holders Change
-6
Holders Change %
-1.22%
% of All Funds
12.98%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
44
Increased
154
Reduced
217
Closed
43
Calls
$21.5M
Puts
$47.1M
Net Calls
-$25.6M
Net Calls Change
-$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$70.4M -$164K -3,567 -0.2%
Ameriprise
27
Ameriprise
Minnesota
$63.6M +$7.36M +159,905 +14%
MA
28
Marshfield Associates
District of Columbia
$58.4M -$843K -18,301 -1%
Primecap Management
29
Primecap Management
California
$57.4M -$1.88M -40,742 -3%
CS
30
Credit Suisse
Switzerland
$56.7M -$6.19M -134,455 -10%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$56M -$232K -5,049 -0.4%
SJIC
32
St. James Investment Company
Texas
$53.2M +$97.4K +2,116 +0.2%
UBS AM
33
UBS AM
Illinois
$49.3M +$1.77M +38,341 +4%
TCM
34
Tensile Capital Management
California
$49.1M -$5.06M -110,000 -10%
Goldman Sachs
35
Goldman Sachs
New York
$48.7M +$2.52M +54,716 +6%
SCM
36
Sterling Capital Management
North Carolina
$48.4M -$5.52M -119,890 -11%
TAM
37
Tiverton Asset Management
Delaware
$48.2M
Federated Hermes
38
Federated Hermes
Pennsylvania
$47M +$44.6M +969,263 +13,847%
HFS
39
HL Financial Services
Kentucky
$43.4M +$729K +15,834 +2%
RA
40
Royce & Associates
New York
$41.8M -$6.79M -147,460 -15%
USAA
41
United Services Automobile Association
Texas
$41.5M +$605K +13,140 +2%
SAM
42
Sawgrass Asset Management
Florida
$39.1M +$11.9M +257,980 +47%
Legal & General Group
43
Legal & General Group
United Kingdom
$38.2M -$1.63M -35,387 -4%
JP Morgan Chase
44
JP Morgan Chase
New York
$37.6M +$3.24M +70,280 +10%
ACH
45
ArrowMark Colorado Holdings
Colorado
$36.8M -$8.91M -193,579 -20%
DDC
46
DF Dent & Co
Maryland
$35.9M -$13.8M -300,747 -29%
Kayne Anderson Rudnick Investment Management
47
Kayne Anderson Rudnick Investment Management
California
$33.1M +$7.67M +166,584 +32%
Charles Schwab
48
Charles Schwab
California
$30.6M +$1.98M +42,948 +7%
KIG
49
Kovitz Investment Group
Illinois
$30.6M -$9.32M -202,420 -24%
GC
50
Guggenheim Capital
Illinois
$29.2M +$547K +11,886 +2%

EXPD Hedge Fund Activity: Q1 2015 in Review

487 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q1 2015, worth a combined $8.31B — up 8.7% from $7.64B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new EXPD positions and 43 closed out — a net gain of 1 holder — while 154 added to existing stakes and 217 trimmed.

The largest buyer was State Street, adding an estimated $97.7M. The largest seller was Temasek Holdings, exiting entirely with an estimated $42.5M sold.

  • 487 institutional investors held Expeditors International (EXPD) as of Q1 2015, down from 493 in Q4 2014.
  • Funds reported $8.31B of Expeditors International stock for Q1 2015, up 8.7% quarter-over-quarter.
  • 44 funds opened new Expeditors International positions in Q1 2015 and 43 closed out, a net change of +1 holder.
  • The largest Expeditors International buyer in Q1 2015 was State Street, an estimated $97.7M added.
  • The largest Expeditors International seller in Q1 2015 was Temasek Holdings, an estimated $42.5M sold.

Based on aggregated 13F filings for Q1 2015.