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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
MAM
501
Meeder Asset Management
Ohio
$157K +$6.79K +93 +5%
WEC
502
Winslow Evans & Crocker
Massachusetts
$152K – – –
CT
503
Caldwell Trust
Florida
$148K – – –
SDIC
504
South Dakota Investment Council
South Dakota
$144K – – –
LWM
505
Lenox Wealth Management
Ohio
$134K +$20.7K +284 +19%
AS
506
Altshuler Shaham
Israel
$132K +$126K +1,726 +21,575%
Carson Wealth (CWM LLC)
507
Carson Wealth (CWM LLC)
Nebraska
$131K – – –
ALAM
508
Asahi Life Asset Management
Japan
$129K +$124K +1,700 New
LS
509
Livforsakringsbolaget Skandia
Sweden
$127K – – –
HBT
510
Hills Bank & Trust
Iowa
$126K +$121K +1,660 New
Federated Hermes
511
Federated Hermes
Pennsylvania
$118K +$3.07K +42 +3%
CTC
512
Central Trust Company
Missouri
$115K +$111K +1,515 New
CI Investments Inc
513
CI Investments Inc
Ontario, Canada
$113K +$108K +1,484 New
TRCT
514
Tower Research Capital (TRC)
New York
$110K -$802K -10,985 -88%
OPS
515
Orion Portfolio Solutions
Nebraska
$107K -$146 -2 -0.1%
PCM
516
Penserra Capital Management
California
$103K +$84.4K +1,155 +569%
SIA
517
Sit Investment Associates
Minnesota
$96K – – –
RIM
518
Rampart Investment Management
Connecticut
$96K +$3K +41 +3%
GRP
519
Global Retirement Partners
California
$88K -$1.39K -19 -2%
CIA
520
CSat Investment Advisory
Michigan
$88K +$21.3K +292 +34%
C
521
Cerebellum
California
$81K +$91.5K +1,252 New
CFG
522
Citizens Financial Group
Rhode Island
$77K +$58.9K +806 +389%
NIM
523
NuWave Investment Management
New Jersey
$74K +$69.8K +955 New
BAM
524
Bellevue Asset Management
Washington
$73K – – –
ARMC
525
American Research & Management Company
Massachusetts
$70K -$29.2K -400 -30%
19 20
21
22 23

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.