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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
Marshall Wace
501
Marshall Wace
United Kingdom
$280K -$14.2M -156,254 -98%
F
502
F3Logic
Minnesota
$274K +$5.28K +58 +2%
PFPT
503
Pinnacle Financial Partners (Tennessee)
Tennessee
$271K
SFS
504
Sowell Financial Services
Arkansas
$268K -$64.6K -709 -20%
KAS
505
Kestra Advisory Services
Texas
$265K +$253K +2,773 +9,243%
BTWM
506
Baker Tilly Wealth Management
Wisconsin
$262K +$251K +2,755 New
MSAM
507
Moloney Securities Asset Management
Missouri
$261K +$9.2K +101 +4%
MCA
508
Mercer Capital Advisers
New Jersey
$257K
S
509
SignatureFD
Georgia
$257K +$3.73K +41 +2%
MIM
510
Marco Investment Management
Georgia
$257K +$18.2K +200 +8%
FIM
511
Fruth Investment Management
Texas
$256K -$9.11K -100 -4%
PTC
512
Private Trust Company
Ohio
$256K +$1.46K +16 +0.6%
MSRPS
513
Maryland State Retirement & Pension System
Maryland
$253K +$249K +2,732 New
IWA
514
Intercontinental Wealth Advisors
Texas
$251K +$240K +2,639 New
E
515
Ergoteles
New York
$236K +$226K +2,483 New
SSA
516
Schonfeld Strategic Advisors
New York
$232K +$222K +2,442 New
AAM
517
Advisors Asset Management
Colorado
$231K -$122K -1,337 -35%
DA
518
Denali Advisors
California
$228K -$36.4K -400 -14%
TPWA
519
TRUE Private Wealth Advisors
Oregon
$228K
CIAS
520
Capital Investment Advisory Services
North Carolina
$226K
PA
521
Profund Advisors
Maryland
$226K +$8.84K +97 +4%
Bank Julius Baer & Co
522
Bank Julius Baer & Co
Switzerland
$225K -$24.8K -272 -10%
RG
523
Rikoon Group
New Mexico
$225K
CFA
524
CWS Financial Advisors
Michigan
$223K -$1.09K -12 -0.5%
VWA
525
V Wealth Advisors
Kansas
$223K +$214K +2,353 New

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.