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Expeditors International

578 hedge funds and large institutions have $12.5B invested in Expeditors International in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 190 increasing their positions, 250 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $25.9M | Put options by funds: $18M

2% more capital invested

Capital invested by funds: $12.1B → $12.5B (+$304M)

0.73% less ownership

Funds ownership: 93.56%92.83% (-0.73%)

4% less funds holding

Funds holding: 605578 (-27)

24% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 250

27% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 66

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
578
Holders Change
-27
Holders Change %
-4.46%
% of All Funds
12.55%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
48
Increased
190
Reduced
250
Closed
66
Calls
$25.9M
Puts
$18M
Net Calls
+$7.9M
Net Calls Change
+$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
476
Parallel Advisors
California
$138K -$32.5K -430 -19%
Northwestern Mutual Wealth Management
477
Northwestern Mutual Wealth Management
Wisconsin
$137K -$36.5K -483 -21%
Carson Wealth (CWM LLC)
478
Carson Wealth (CWM LLC)
Nebraska
$131K
APA
479
American Portfolios Advisors
New York
$129K -$3.77K -50 -3%
BWP
480
Baldwin Wealth Partners
Massachusetts
$125K
HAG
481
HighPoint Advisor Group
Illinois
$124K +$126K +1,664 New
CAPTRUST Financial Advisors
482
CAPTRUST Financial Advisors
North Carolina
$119K -$76.8K -1,017 -39%
NFG
483
Next Financial Group
Texas
$108K -$604 -8 -0.6%
RIA
484
Realta Investment Advisors
Delaware
$105K +$15.8K +209 +18%
TCOV
485
Trust Company of Vermont
Vermont
$96K
GRP
486
Global Retirement Partners
California
$93K -$3.32K -44 -3%
BBHC
487
Brown Brothers Harriman & Co
New York
$86K +$85.4K +1,131 +14,138%
HDIM
488
Hanson & Doremus Investment Management
Vermont
$83K
GI
489
Gradient Investments
Minnesota
$76K +$75.5K +1,000 New
FCA
490
FinTrust Capital Advisors
South Carolina
$70K +$57.4K +760 +458%
RCAG
491
Rehmann Capital Advisory Group
Michigan
$66.5K
PCP
492
Proficio Capital Partners
Massachusetts
$65K +$36.4K +482 +130%
TCM
493
Tradewinds Capital Management
Washington
$62K
PCM
494
Prelude Capital Management
New York
$62K +$62K +822 New
PCTC
495
Perkins Coie Trust Company
Washington
$61K
TIM
496
Tortoise Investment Management
New York
$61K
CIAS
497
Capital Investment Advisory Services
North Carolina
$58K
ARMT
498
Amica Retiree Medical Trust
Rhode Island
$56K -$18.9K -251 -26%
WTC
499
WhitTier Trust Company
Nevada
$56K
S
500
SignatureFD
Georgia
$55K -$2.79K -37 -5%

EXPD Hedge Fund Activity: Q2 2019 in Review

578 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q2 2019, worth a combined $12.5B — up 2.5% from $12.1B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of EXPD and 48 opened new positions — a net loss of 18 holders — while 250 trimmed existing stakes and 190 added.

The largest buyer was Baird Financial Group, adding an estimated $91.1M. The largest seller was Select Equity Group, cutting an estimated $74.8M.

  • 578 institutional investors held Expeditors International (EXPD) as of Q2 2019, down from 605 in Q1 2019.
  • Funds reported $12.5B of Expeditors International stock for Q2 2019, up 2.5% quarter-over-quarter.
  • 48 funds opened new Expeditors International positions in Q2 2019 and 66 closed out, a net change of -18 holders.
  • The largest Expeditors International buyer in Q2 2019 was Baird Financial Group, an estimated $91.1M added.
  • The largest Expeditors International seller in Q2 2019 was Select Equity Group, an estimated $74.8M sold.

Based on aggregated 13F filings for Q2 2019.