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Expeditors International

766 hedge funds and large institutions have $16.4B invested in Expeditors International in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 268 increasing their positions, 265 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 69

2% more funds holding

Funds holding: 751766 (+15)

1.19% more ownership

Funds ownership: 96.74%97.92% (+1.2%)

3% more capital invested

Capital invested by funds: $15.9B → $16.4B (+$537M)

1% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 265

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

74% less call options, than puts

Call options by funds: $9.85M | Put options by funds: $37.5M

Holders
766
Holders Change
+15
Holders Change %
+2%
% of All Funds
12.21%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
98
Increased
268
Reduced
265
Closed
69
Calls
$9.85M
Puts
$37.5M
Net Calls
-$27.7M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
MF
476
Magnetar Financial
Illinois
$476K +$469K +4,322 New
SIM
477
Studio Investment Management
Illinois
$476K -$20.7K -191 -4%
CA
478
Claro Advisors
Massachusetts
$473K +$43.9K +404 +10%
VCM
479
Versant Capital Management
Arizona
$469K +$543 +5 +0.1%
UCFA
480
United Capital Financial Advisors
Texas
$468K -$603K -5,554 -57%
AM
481
AGF Management
Ontario, Canada
$468K +$461K +4,246 New
SS
482
Simplicity Solutions
Minnesota
$467K +$460K +4,240 New
FM
483
Foster & Motley
Ohio
$460K +$453K +4,173 New
PCM
484
Parsons Capital Management
Rhode Island
$460K -$4.13K -38 -0.9%
WS
485
Wedbush Securities
California
$458K +$77.6K +715 +21%
SF
486
Synovus Financial
Georgia
$456K -$606K -5,584 -57%
VIM
487
Vinva Investment Management
Australia
$453K +$459K +4,229 New
AOI
488
Auto-Owners Insurance
Michigan
$451K
P
489
Pitcairn
Pennsylvania
$449K +$443K +4,078 New
PTC
490
Private Trust Company
Ohio
$446K +$38.1K +351 +9%
AWM
491
Aberdeen Wealth Management
Illinois
$444K
AAS
492
Annex Advisory Services
Wisconsin
$440K
CFO
493
Colony Family Offices
North Carolina
$440K
SC
494
Scotia Capital
Ontario, Canada
$440K +$52.9K +487 +14%
LAM
495
L2 Asset Management
Massachusetts
$435K +$429K +3,948 New
DA
496
Denali Advisors
California
$431K +$66.3K +611 +19%
BFM
497
Boston Financial Management
Massachusetts
$424K
MSS
498
Mitchell Sinkler & Starr
Pennsylvania
$422K -$64.5K -594 -13%
UB
499
UMB Bank
Missouri
$418K +$1.52K +14 +0.4%
AI
500
AdvisorShares Investments
Maryland
$417K -$4.56K -42 -1%

EXPD Hedge Fund Activity: Q1 2023 in Review

766 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q1 2023, worth a combined $16.4B — up 3.4% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new EXPD positions and 69 closed out — a net gain of 29 holders — while 268 added to existing stakes and 265 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $233M. The largest seller was First Trust Advisors, cutting an estimated $196M.

  • 766 institutional investors held Expeditors International (EXPD) as of Q1 2023, up from 751 in Q4 2022.
  • Funds reported $16.4B of Expeditors International stock for Q1 2023, up 3.4% quarter-over-quarter.
  • 98 funds opened new Expeditors International positions in Q1 2023 and 69 closed out, a net change of +29 holders.
  • The largest Expeditors International buyer in Q1 2023 was Envestnet Asset Management, an estimated $233M added.
  • The largest Expeditors International seller in Q1 2023 was First Trust Advisors, an estimated $196M sold.

Based on aggregated 13F filings for Q1 2023.