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Expeditors International

501 hedge funds and large institutions have $10.1B invested in Expeditors International in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 178 increasing their positions, 199 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $8.2M

20% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 35

4% more capital invested

Capital invested by funds: $9.66B → $10.1B (+$425M)

0% more funds holding

Funds holding: 499501 (+2)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1.69% less ownership

Funds ownership: 94.96%93.27% (-1.7%)

11% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 199

Holders
501
Holders Change
+2
Holders Change %
+0.4%
% of All Funds
12.49%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
42
Increased
178
Reduced
199
Closed
35
Calls
$26.3M
Puts
$8.2M
Net Calls
+$18.1M
Net Calls Change
+$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FMA
476
FNY Managed Accounts
New York
$13K +$13.3K +232 New
ASN
477
Advisory Services Network
Georgia
$11K -$229K -4,006 -96%
JCM
478
Jacobi Capital Management
Pennsylvania
$11K
RE
479
RBC Europe
United Kingdom
$9.64K +$9.22K +161 New
MUS
480
Mitsubishi UFJ Securities
Japan
$9K
SBL
481
Sargent Bickham Lagudis
Colorado
$9K
VFA
482
Valeo Financial Advisors
Indiana
$9K +$8.59K +150 New
SPIA
483
Steward Partners Investment Advisory
New York
$7K -$1.26K -22 -14%
RFA
484
Reilly Financial Advisors
California
$7K
LWCFA
485
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K +$6.53K +114 New
GAM
486
Gemmer Asset Management
California
$5K
OIA
487
OneDigital Investment Advisors
Kansas
$5K
TCM
488
TD Capital Management
Tennessee
$5K +$4.47K +78 New
IWM
489
IHT Wealth Management
Illinois
$5K +$4.87K +85 New
CAW
490
Cornerstone Advisors (Washington)
Washington
$3K
FPFS
491
First Personal Financial Services
North Carolina
$3K
QCG
492
Quadrant Capital Group
Ohio
$3K
PFBT
493
Parkside Financial Bank & Trust
Missouri
$2K
SA
494
SRH Advisors
Kansas
$2K
Walleye Trading
495
Walleye Trading
New York
$1.65K +$1.58M +27,597 New
OFW
496
Omnia Family Wealth
Florida
$1K
AssetMark Inc
497
AssetMark Inc
California
$1K +$802 +14 +467%
OFS
498
Orrstown Financial Services
Pennsylvania
$1K +$1.37K +24 New
AWM
499
Ashmore Wealth Management
Delaware
-$44.2M -783,131 Closed
TAM
500
Tiverton Asset Management
Delaware
-$10.5M -185,875 Closed

EXPD Hedge Fund Activity: Q3 2017 in Review

501 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q3 2017, worth a combined $10.1B — up 4.4% from $9.66B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EXPD positions and 35 closed out — a net gain of 7 holders — while 178 added to existing stakes and 199 trimmed.

The largest buyer was Select Equity Group, adding an estimated $74.9M. The largest seller was Parnassus Investments, cutting an estimated $74.4M.

  • 501 institutional investors held Expeditors International (EXPD) as of Q3 2017, up from 499 in Q2 2017.
  • Funds reported $10.1B of Expeditors International stock for Q3 2017, up 4.4% quarter-over-quarter.
  • 42 funds opened new Expeditors International positions in Q3 2017 and 35 closed out, a net change of +7 holders.
  • The largest Expeditors International buyer in Q3 2017 was Select Equity Group, an estimated $74.9M added.
  • The largest Expeditors International seller in Q3 2017 was Parnassus Investments, an estimated $74.4M sold.

Based on aggregated 13F filings for Q3 2017.