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Expeditors International

666 hedge funds and large institutions have $15.1B invested in Expeditors International in 2020 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 248 increasing their positions, 230 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 57

42% more call options, than puts

Call options by funds: $18M | Put options by funds: $12.7M

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

6% more capital invested

Capital invested by funds: $14.2B → $15.1B (+$853M)

5% more funds holding

Funds holding: 633666 (+33)

8% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 230

0.86% less ownership

Funds ownership: 93.75%92.89% (-0.86%)

Holders
666
Holders Change
+33
Holders Change %
+5.21%
% of All Funds
11.79%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
96
Increased
248
Reduced
230
Closed
57
Calls
$18M
Puts
$12.7M
Net Calls
+$5.32M
Net Calls Change
+$3.31M
Name Holding Trade Value Shares
Change
Change in
Stake
CPWM
476
Cypress Point Wealth Management
Texas
$347K +$332K +3,645 New
SLA
477
Silver Lake Advisory
Utah
$345K -$2K -22 -0.6%
CAM
478
Cresset Asset Management
Illinois
$345K +$76.1K +835 +30%
Fifth Third Bancorp
479
Fifth Third Bancorp
Ohio
$343K +$11.6K +127 +4%
PNC
480
Park National Corp
Ohio
$342K
Vontobel Holding
481
Vontobel Holding
Switzerland
$338K +$325K +3,571 New
WCM
482
Weld Capital Management
New York
$335K +$321K +3,521 New
FI
483
FormulaFolio Investments
Michigan
$328K -$86.1K -945 -21%
BP
484
Ballentine Partners
Massachusetts
$324K -$35.4K -389 -10%
SPC
485
Sigma Planning Corp
Michigan
$321K +$69.4K +762 +29%
WAM
486
WNY Asset Management
New York
$319K +$305K +3,352 New
EGM
487
Engineers Gate Manager
New York
$318K +$305K +3,345 New
WANY
488
Wealthspire Advisors (New York)
New York
$315K +$49.5K +543 +20%
Cambridge Investment Research Advisors
489
Cambridge Investment Research Advisors
Iowa
$313K +$7.65K +84 +3%
KIA
490
KCM Investment Advisors
California
$313K +$300K +3,295 New
1WA
491
180 Wealth Advisors
Washington
$310K
SCA
492
Snowden Capital Advisors
New York
$306K +$90.7K +996 +45%
AA
493
AQR Arbitrage
Connecticut
$303K +$292K +3,204 New
DWT
494
Dorsey & Whitney Trust
South Dakota
$302K -$1.73K -19 -0.6%
TCM
495
Teza Capital Management
Illinois
$301K +$288K +3,162 New
NL
496
NWAM LLC
Washington
$298K +$285K +3,132 New
ECM
497
Everence Capital Management
Indiana
$295K -$6.38K -70 -2%
WS
498
Wedbush Securities
California
$294K
AWE
499
Avidian Wealth Enterprises
Texas
$292K +$279K +3,066 New
Northwestern Mutual Wealth Management
500
Northwestern Mutual Wealth Management
Wisconsin
$285K +$9.93K +109 +4%

EXPD Hedge Fund Activity: Q4 2020 in Review

666 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q4 2020, worth a combined $15.1B — up 6% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new EXPD positions and 57 closed out — a net gain of 39 holders — while 248 added to existing stakes and 230 trimmed.

The largest buyer was BlackRock, adding an estimated $202M. The largest seller was Loomis, Sayles & Company, cutting an estimated $90.6M.

  • 666 institutional investors held Expeditors International (EXPD) as of Q4 2020, up from 633 in Q3 2020.
  • Funds reported $15.1B of Expeditors International stock for Q4 2020, up 6% quarter-over-quarter.
  • 96 funds opened new Expeditors International positions in Q4 2020 and 57 closed out, a net change of +39 holders.
  • The largest Expeditors International buyer in Q4 2020 was BlackRock, an estimated $202M added.
  • The largest Expeditors International seller in Q4 2020 was Loomis, Sayles & Company, an estimated $90.6M sold.

Based on aggregated 13F filings for Q4 2020.