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Expeditors International

597 hedge funds and large institutions have $12B invested in Expeditors International in 2018 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 191 increasing their positions, 227 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 42

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

17% more capital invested

Capital invested by funds: $10.3B → $12B (+$1.73B)

4% more funds holding

Funds holding: 573597 (+24)

2.07% more ownership

Funds ownership: 92.18%94.25% (+2.1%)

16% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 227

29% less call options, than puts

Call options by funds: $16.3M | Put options by funds: $23M

Holders
597
Holders Change
+24
Holders Change %
+4.19%
% of All Funds
13.67%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
70
Increased
191
Reduced
227
Closed
42
Calls
$16.3M
Puts
$23M
Net Calls
-$6.75M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
476
Merriman Wealth Management
Washington
$205K +$196K +2,799 New
LS
477
Livforsakringsbolaget Skandia
Sweden
$203K
Northwestern Mutual Wealth Management
478
Northwestern Mutual Wealth Management
Wisconsin
$200K +$24.9K +357 +15%
MCA
479
Mercer Capital Advisers
New Jersey
$197K
MPWT
480
MassMutual Private Wealth & Trust
Connecticut
$196K +$10.5K +150 +6%
Fifth Third Bancorp
481
Fifth Third Bancorp
Ohio
$187K -$18.7K -268 -9%
PA
482
Parallel Advisors
California
$170K +$67.5K +966 +71%
ARMC
483
American Research & Management Company
Massachusetts
$169K
Federated Hermes
484
Federated Hermes
Pennsylvania
$157K -$33.3K -477 -18%
RFC
485
Regions Financial Corp
Alabama
$156K +$13.1K +188 +10%
WEC
486
Winslow Evans & Crocker
Massachusetts
$154K +$6.99K +100 +5%
ABA
487
American Beacon Advisors
Texas
$138K
RIM
488
Rampart Investment Management
Connecticut
$132K -$147K -2,103 -54%
Fuller & Thaler Asset Management
489
Fuller & Thaler Asset Management
California
$124K
IWP
490
Icon Wealth Partners
Texas
$121K -$908 -13 -0.8%
BWP
491
Baldwin Wealth Partners
Massachusetts
$120K
FL
492
Fort LP
Maryland
$118K +$113K +1,618 New
CCM
493
Covington Capital Management
California
$117K
MAM
494
Meeder Asset Management
Ohio
$116K +$111K +1,584 New
WTB
495
Washington Trust Bank
Washington
$114K
Qube Research & Technologies (QRT)
496
Qube Research & Technologies (QRT)
United Kingdom
$113K +$108K +1,544 New
MYIA
497
Mount Yale Investment Advisors
Colorado
$110K
TCOV
498
Trust Company of Vermont
Vermont
$102K -$25.9K -371 -21%
PCM
499
Penserra Capital Management
California
$95K +$90.8K +1,300 New
IA
500
IFP Advisors
Florida
$91K +$17.4K +249 +25%

EXPD Hedge Fund Activity: Q2 2018 in Review

597 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q2 2018, worth a combined $12B — up 17% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EXPD positions and 42 closed out — a net gain of 28 holders — while 191 added to existing stakes and 227 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $69.6M. The largest seller was Janus Henderson Group, cutting an estimated $39.1M.

  • 597 institutional investors held Expeditors International (EXPD) as of Q2 2018, up from 573 in Q1 2018.
  • Funds reported $12B of Expeditors International stock for Q2 2018, up 17% quarter-over-quarter.
  • 70 funds opened new Expeditors International positions in Q2 2018 and 42 closed out, a net change of +28 holders.
  • The largest Expeditors International buyer in Q2 2018 was Fidelity Investments, an estimated $69.6M added.
  • The largest Expeditors International seller in Q2 2018 was Janus Henderson Group, an estimated $39.1M sold.

Based on aggregated 13F filings for Q2 2018.