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Expeditors International

676 hedge funds and large institutions have $17B invested in Expeditors International in 2021 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 228 increasing their positions, 259 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $12.9M

23% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 65

13% more capital invested

Capital invested by funds: $15.1B → $17B (+$1.97B)

2% more funds holding

Funds holding: 666676 (+10)

0.96% more ownership

Funds ownership: 92.89%93.85% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

12% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 259

Holders
676
Holders Change
+10
Holders Change %
+1.5%
% of All Funds
11.87%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
80
Increased
228
Reduced
259
Closed
65
Calls
$21.2M
Puts
$12.9M
Net Calls
+$8.34M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
501
Fruth Investment Management
Texas
$290K
IA
502
IndexIQ Advisors
New York
$290K +$34.8K +362 +16%
CIC
503
Carnegie Investment Counsel
Ohio
$282K +$252K +2,614 New
B
504
Bailard
California
$282K +$253K +2,623 New
MCA
505
Mercer Capital Advisers
New Jersey
$269K -$19.3K -200 -7%
OIA
506
OneDigital Investment Advisors
Kansas
$267K +$239K +2,479 New
BRWA
507
B. Riley Wealth Advisors
Florida
$261K +$233K +2,421 New
IP
508
Innovative Portfolios
Indiana
$261K +$233K +2,424 New
TPWA
509
TRUE Private Wealth Advisors
Oregon
$258K
CFA
510
CWS Financial Advisors
Michigan
$258K +$4.33K +45 +2%
RG
511
Rikoon Group
New Mexico
$255K
GSC
512
Ground Swell Capital
South Carolina
$255K +$228K +2,367 New
JWCA
513
J.W. Coons Advisors
Ohio
$254K +$21.2K +220 +10%
PA
514
Profund Advisors
Maryland
$252K -$2.98K -31 -1%
BDF
515
Balasa Dinverno & Foltz
$248K +$12.2K +127 +6%
6M
516
6 Meridian
Kansas
$245K +$16.8K +175 +8%
Koshinski Asset Management
517
Koshinski Asset Management
Illinois
$244K +$219K +2,270 New
SBH
518
Segall Bryant & Hamill
Illinois
$235K
SWP
519
Stratos Wealth Partners
Ohio
$235K +$210K +2,178 New
BP
520
Ballentine Partners
Massachusetts
$234K -$118K -1,229 -36%
BOM
521
Bank of Marin
California
$233K
PSP
522
Principal Street Partners
Tennessee
$231K +$206K +2,143 New
HWM
523
Hohimer Wealth Management
Washington
$230K -$189K -1,968 -48%
CANY
524
Caxton Associates (New York)
New York
$229K +$205K +2,127 New
LOAMS
525
Lombard Odier Asset Management (Switzerland)
Switzerland
$220K +$196K +2,039 New

EXPD Hedge Fund Activity: Q1 2021 in Review

676 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q1 2021, worth a combined $17B — up 13% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new EXPD positions and 65 closed out — a net gain of 15 holders — while 228 added to existing stakes and 259 trimmed.

The largest buyer was BlackRock, adding an estimated $178M. The largest seller was Amundi Asset Management US, cutting an estimated $52.6M.

  • 676 institutional investors held Expeditors International (EXPD) as of Q1 2021, up from 666 in Q4 2020.
  • Funds reported $17B of Expeditors International stock for Q1 2021, up 13% quarter-over-quarter.
  • 80 funds opened new Expeditors International positions in Q1 2021 and 65 closed out, a net change of +15 holders.
  • The largest Expeditors International buyer in Q1 2021 was BlackRock, an estimated $178M added.
  • The largest Expeditors International seller in Q1 2021 was Amundi Asset Management US, an estimated $52.6M sold.

Based on aggregated 13F filings for Q1 2021.