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Expeditors International
EXPD

620 hedge funds and large institutions have $11.9B invested in Expeditors International in 2020 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 214 increasing their positions, 214 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 44

17% more call options, than puts

Call options by funds: $26.1M | Put options by funds: $22.4M

16% more capital invested

Capital invested by funds: $10.3B → $11.9B (+$1.62B)

8% more funds holding

Funds holding: 576 → 620 (+44)

1.7% more ownership

Funds ownership: 92.61% → 94.3% (+1.7%)

0% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 214

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
620
Holders Change
+44
Holders Change %
+7.64%
% of All Funds
12.71%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
92
Increased
214
Reduced
214
Closed
44
Calls
$26.1M
Puts
$22.4M
Net Calls
+$3.72M
Net Calls Change
+$3.82M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$134M
2
AL
AJO LP
Pennsylvania
+$97M
3
Invesco
Invesco
Georgia
+$78.2M
4
Wells Fargo
Wells Fargo
California
+$61.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$56.1M

Top Sellers

1
BCF
BLS Capital Fondsmaeglerselskab
Denmark
-$123M
2
FMI
Fiduciary Management Inc
Wisconsin
-$103M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$82.4M
4
Parnassus Investments
Parnassus Investments
California
-$79.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$68.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SP
476
Symmetry Partners
Connecticut
$251K +$242K +3,306 New
HAS
477
HBW Advisory Services
California
$247K -$26.6K -364 -10%
DWT
478
Dorsey & Whitney Trust
South Dakota
$246K -$12.3K -168 -5%
VWA
479
V Wealth Advisors
Kansas
$246K +$236K +3,235 New
WS
480
Wedbush Securities
California
$238K +$3.65K +50 +2%
NL
481
NWAM LLC
Washington
$236K – – –
GT
482
Greenleaf Trust
Michigan
$228K -$22.8K -312 -9%
PFPT
483
Pinnacle Financial Partners (Tennessee)
Tennessee
$228K – – –
FIM
484
Freedom Investment Management
Connecticut
$225K -$67.1K -919 -24%
BC
485
Burney Company
Virginia
$223K -$647K -8,851 -75%
B
486
Barings
North Carolina
$222K – – –
FIM
487
Fruth Investment Management
Texas
$220K +$212K +2,900 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
488
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$215K -$12.5K -171 -6%
SPC
489
Sigma Planning Corp
Michigan
$214K +$205K +2,813 New
DA
490
Denali Advisors
California
$213K +$205K +2,800 New
WAM
491
Wealthspire Advisors (Maryland)
Maryland
$212K +$204K +2,786 New
CAM
492
Cresset Asset Management
Illinois
$211K +$203K +2,778 New
VPIM
493
Vanguard Personalized Indexing Management
California
$210K +$202K +2,760 New
CCA
494
Checchi Capital Advisers
California
$210K +$202K +2,761 New
MCA
495
Mercer Capital Advisers
New Jersey
$205K – – –
Northwestern Mutual Wealth Management
496
Northwestern Mutual Wealth Management
Wisconsin
$203K -$279K -3,814 -59%
VWM
497
Venturi Wealth Management
Texas
$201K +$203K +2,777 New
S
498
SignatureFD
Georgia
$199K +$81.5K +1,115 +75%
Bank Julius Baer & Co
499
Bank Julius Baer & Co
Switzerland
$199K +$191K +2,618 New
PAM
500
Paradigm Asset Management
New York
$167K +$161K +2,200 New
18 19
20
21 22

EXPD Hedge Fund Activity: Q2 2020 in Review

620 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q2 2020, worth a combined $11.9B — up 16% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new EXPD positions and 44 closed out — a net gain of 48 holders — while 214 added to existing stakes and 214 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $134M. The largest seller was BLS Capital Fondsmaeglerselskab, cutting an estimated $123M.

  • 620 institutional investors held Expeditors International (EXPD) as of Q2 2020, up from 576 in Q1 2020.
  • Funds reported $11.9B of Expeditors International stock for Q2 2020, up 16% quarter-over-quarter.
  • 92 funds opened new Expeditors International positions in Q2 2020 and 44 closed out, a net change of +48 holders.
  • The largest Expeditors International buyer in Q2 2020 was Nordea Investment Management, an estimated $134M added.
  • The largest Expeditors International seller in Q2 2020 was BLS Capital Fondsmaeglerselskab, an estimated $123M sold.

Based on aggregated 13F filings for Q2 2020.