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Expeditors International

479 hedge funds and large institutions have $8.03B invested in Expeditors International in 2014 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 143 increasing their positions, 207 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 43

12% more capital invested

Capital invested by funds: $7.18B → $8.03B (+$848M)

3% more funds holding

Funds holding: 464479 (+15)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

31% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 207

61% less call options, than puts

Call options by funds: $21M | Put options by funds: $54.1M

Holders
479
Holders Change
+15
Holders Change %
+3.23%
% of All Funds
13.77%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
61
Increased
143
Reduced
207
Closed
43
Calls
$21M
Puts
$54.1M
Net Calls
-$33.1M
Net Calls Change
-$517K
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
501
Lyons Wealth Management
Florida
-$463K -11,700 Closed
SIC
502
Schwartz Investment Counsel
Michigan
-$436K -11,000 Closed
BCMU
503
BlueCrest Capital Management (UK)
Guernsey
-$432K -10,889 Closed
CIA
504
CCM Investment Advisers
South Carolina
-$372K -9,400 Closed
UCFA
505
United Capital Financial Advisors
Texas
-$365K -9,214 Closed
BHIA
506
Birch Hill Investment Advisors
Massachusetts
-$361K -9,100 Closed
DCM
507
Dynamic Capital Management
Jersey
-$341K -8,615 Closed
Rafferty Asset Management
508
Rafferty Asset Management
New York
-$323K -8,153 Closed
CS
509
Cannell & Spears
New York
-$300K -7,569 Closed
SYBT
510
Stock Yards Bank & Trust
Kentucky
-$271K -6,829 Closed
SB
511
Suntrust Banks
Georgia
-$216K -5,476 Closed
QBFM
512
QS Batterymarch Financial Management
New York
-$133K -3,337 Closed
CCM
513
Copeland Capital Management
Pennsylvania
-$132K -3,320 Closed
TF
514
Trutina Financial
Washington
-$76K -1,913 Closed
SCG
515
Strategic Capital Group
Washington
-$79K -1,829 Closed
AR
516
Advisory Research
Illinois
-$69K -1,742 Closed
CCM
517
Carderock Capital Management
Maryland
-$38K -950 Closed
OMCS
518
Old Mutual Customised Solutions
South Africa
-$28K -700 Closed
CFS
519
Community Financial System
New York
-$10K -260 Closed
PI
520
PineBridge Investments
New York
-$8K -203 Closed
OC
521
Oakworth Capital
Alabama
-$2K -47 Closed
WRM
522
Westport Resources Management
Connecticut
-$2K -44 Closed

EXPD Hedge Fund Activity: Q2 2014 in Review

479 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q2 2014, worth a combined $8.03B — up 12% from $7.18B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EXPD positions and 43 closed out — a net gain of 18 holders — while 143 added to existing stakes and 207 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $76.6M. The largest seller was ValueAct Holdings, cutting an estimated $55.1M.

  • 479 institutional investors held Expeditors International (EXPD) as of Q2 2014, up from 464 in Q1 2014.
  • Funds reported $8.03B of Expeditors International stock for Q2 2014, up 12% quarter-over-quarter.
  • 61 funds opened new Expeditors International positions in Q2 2014 and 43 closed out, a net change of +18 holders.
  • The largest Expeditors International buyer in Q2 2014 was Artisan Partners, an estimated $76.6M added.
  • The largest Expeditors International seller in Q2 2014 was ValueAct Holdings, an estimated $55.1M sold.

Based on aggregated 13F filings for Q2 2014.