Expeditors International
EXPD
470 hedge funds and large institutions have $7.95B invested in Expeditors International in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 159 increasing their positions, 182 reducing their positions, and 38 closing their positions.
34% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 38
2% more funds holding
Funds holding: 460 → 470 (+10)
1% more capital invested
Capital invested by funds: $7.86B → $7.95B (+$93.8M)
13% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 182
33% less funds holding in top 10
Funds holding in top 10: 12 → 8 (-4)
36% less call options, than puts
Call options by funds: $25.4M | Put options by funds: $39.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$39.4M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$31.6M |
| 3 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
+$24.9M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$20.6M |
| 5 |
State Street
Boston,
Massachusetts
|
+$20.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$59.5M |
| 2 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
-$29.3M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
-$26.2M |
| 4 |
EAM
Edge Asset Management
Seattle,
Washington
|
-$21.5M |
| 5 |
Millennium Management
New York
|
-$19.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
501
Truist Financial
Charlotte,
North Carolina
| – | -$214K | -4,847 | Closed |
|
502
Two Sigma Advisers
New York
| – | -$204K | -4,616 | Closed |
|
503
Teacher Retirement System of Texas
Austin,
Texas
| – | -$149K | -3,376 | Closed |
|
|
QT
504
Quantbot Technologies
New York
| – | -$112K | -2,554 | Closed |
|
|
TF
505
Trutina Financial
Bellevue,
Washington
| – | -$77K | -1,743 | Closed |
|
|
MAS
506
Madden Advisory Services
Jacksonville,
Florida
| – | -$26K | -594 | Closed |
|
|
M
507
MOTCO
San Antonio,
Texas
| – | -$24K | -535 | Closed |
|
508
Victory Capital Management
San Antonio,
Texas
| – | -$6K | -153 | Closed |
|
|
FANJ
509
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$2K | -37 | Closed |
|
EXPD Hedge Fund Activity: Q4 2013 in Review
470 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q4 2013, worth a combined $7.95B — up 1.2% from $7.86B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new EXPD positions and 38 closed out — a net gain of 13 holders — while 159 added to existing stakes and 182 trimmed.
The largest buyer was Loomis, Sayles & Company, adding an estimated $39.4M. The largest seller was Massachusetts Financial Services, cutting an estimated $59.5M.
- 470 institutional investors held Expeditors International (EXPD) as of Q4 2013, up from 460 in Q3 2013.
- Funds reported $7.95B of Expeditors International stock for Q4 2013, up 1.2% quarter-over-quarter.
- 51 funds opened new Expeditors International positions in Q4 2013 and 38 closed out, a net change of +13 holders.
- The largest Expeditors International buyer in Q4 2013 was Loomis, Sayles & Company, an estimated $39.4M added.
- The largest Expeditors International seller in Q4 2013 was Massachusetts Financial Services, an estimated $59.5M sold.
Based on aggregated 13F filings for Q4 2013.