We are live on ! Find out more
EXPD icon

Expeditors International

519 hedge funds and large institutions have $8.15B invested in Expeditors International in 2015 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 186 increasing their positions, 195 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

39% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 44

3% more funds holding

Funds holding: 504519 (+15)

3% more capital invested

Capital invested by funds: $7.9B → $8.15B (+$252M)

5% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 195

58% less call options, than puts

Call options by funds: $25M | Put options by funds: $60.2M

Holders
519
Holders Change
+15
Holders Change %
+2.98%
% of All Funds
14.49%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.28%
New
61
Increased
186
Reduced
195
Closed
44
Calls
$25M
Puts
$60.2M
Net Calls
-$35.2M
Net Calls Change
-$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Parnassus Investments
26
Parnassus Investments
California
$69.6M -$302M -6,388,977 -81%
BG
27
BlackRock Group
United Kingdom
$69.5M +$906K +19,185 +1%
Wells Fargo
28
Wells Fargo
California
$67.9M -$9.88M -209,196 -13%
Goldman Sachs
29
Goldman Sachs
New York
$67.5M +$19.8M +419,143 +41%
UBS AM
30
UBS AM
Illinois
$60.9M +$7.27M +153,865 +13%
Primecap Management
31
Primecap Management
California
$56M
MA
32
Marshfield Associates
District of Columbia
$54.6M -$1.53M -32,375 -3%
CS
33
Credit Suisse
Switzerland
$54M -$434K -9,176 -0.8%
Federated Hermes
34
Federated Hermes
Pennsylvania
$52M -$30.8K -651 -0.1%
GAM
35
Gotham Asset Management
New York
$51.4M +$47.3M +1,001,328 +1,110%
TCM
36
Tensile Capital Management
California
$49M +$1.1M +23,315 +2%
SJIC
37
St. James Investment Company
Texas
$47.9M -$2.93M -62,007 -6%
JP Morgan Chase
38
JP Morgan Chase
New York
$47.1M -$7.42M -157,126 -14%
TAM
39
Tiverton Asset Management
Delaware
$47M
SCM
40
Sterling Capital Management
North Carolina
$44.2M -$4.19M -88,752 -9%
SAM
41
Sawgrass Asset Management
Florida
$44.2M +$4.83M +102,190 +12%
HFS
42
HL Financial Services
Kentucky
$43.6M +$240K +5,077 +0.6%
USAA
43
United Services Automobile Association
Texas
$42.4M -$828K -17,514 -2%
Legal & General Group
44
Legal & General Group
United Kingdom
$38.6M +$759K +16,056 +2%
RA
45
Royce & Associates
New York
$38.1M -$1.81M -38,318 -5%
MIH
46
Madison Investment Holdings
Wisconsin
$37.6M +$3.52M +74,496 +10%
GT
47
Glenmede Trust
Pennsylvania
$34.5M +$21M +445,161 +155%
Kayne Anderson Rudnick Investment Management
48
Kayne Anderson Rudnick Investment Management
California
$32.4M -$347K -7,349 -1%
Charles Schwab
49
Charles Schwab
California
$31.4M +$170K +3,597 +0.5%
JIM
50
Jupiter Investment Management
United Kingdom
$31.3M +$31.4M +664,852 New

EXPD Hedge Fund Activity: Q3 2015 in Review

519 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q3 2015, worth a combined $8.15B — up 3.2% from $7.9B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EXPD positions and 44 closed out — a net gain of 17 holders — while 186 added to existing stakes and 195 trimmed.

The largest buyer was Select Equity Group, adding an estimated $227M. The largest seller was Parnassus Investments, cutting an estimated $302M.

  • 519 institutional investors held Expeditors International (EXPD) as of Q3 2015, up from 504 in Q2 2015.
  • Funds reported $8.15B of Expeditors International stock for Q3 2015, up 3.2% quarter-over-quarter.
  • 61 funds opened new Expeditors International positions in Q3 2015 and 44 closed out, a net change of +17 holders.
  • The largest Expeditors International buyer in Q3 2015 was Select Equity Group, an estimated $227M added.
  • The largest Expeditors International seller in Q3 2015 was Parnassus Investments, an estimated $302M sold.

Based on aggregated 13F filings for Q3 2015.