We are live on ! Find out more
EXPD icon

Expeditors International

703 hedge funds and large institutions have $18.4B invested in Expeditors International in 2021 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 258 increasing their positions, 253 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 253

1% less call options, than puts

Call options by funds: $17.9M | Put options by funds: $18M

4% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 76

2% less funds holding

Funds holding: 717703 (-14)

2.43% less ownership

Funds ownership: 93.47%91.04% (-2.4%)

8% less capital invested

Capital invested by funds: $20B → $18.4B (-$1.54B)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
703
Holders Change
-14
Holders Change %
-1.95%
% of All Funds
12.31%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.18%
New
73
Increased
258
Reduced
253
Closed
76
Calls
$17.9M
Puts
$18M
Net Calls
-$168K
Net Calls Change
-$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PFWA
501
Paces Ferry Wealth Advisors
Georgia
$392K -$80.2K -641 -16%
KAS
502
Kestra Advisory Services
Texas
$391K -$4.63K -37 -1%
JF
503
Jump Financial
Illinois
$389K +$409K +3,266 New
JWCA
504
J.W. Coons Advisors
Ohio
$386K +$100K +800 +33%
WS
505
Wedbush Securities
California
$383K +$7.13K +57 +2%
CM
506
Capula Management
Cayman Islands
$377K +$396K +3,161 New
AC
507
Avestar Capital
New York
$376K +$21.2K +169 +6%
MWM
508
Minot Wealth Management
Massachusetts
$370K +$35.9K +287 +10%
Brown Advisory
509
Brown Advisory
Maryland
$366K -$8.39K -67 -2%
IC
510
IEQ Capital
California
$365K +$115K +921 +43%
LBD
511
Landsberg Bennett & Dubbaneh
Florida
$362K +$1.38K +11 +0.4%
APA
512
American Portfolios Advisors
New York
$360K +$13.3K +106 +4%
CIC
513
Carnegie Investment Counsel
Ohio
$359K
HA
514
Herold Advisors
New York
$357K +$376K +3,000 New
IA
515
IndexIQ Advisors
New York
$348K +$18.7K +149 +5%
S
516
SignatureFD
Georgia
$344K -$10.3K -82 -3%
TC
517
TownSquare Capital
Utah
$342K +$359K +2,867 New
1WA
518
180 Wealth Advisors
Washington
$340K
CAN
519
Cetera Advisor Networks
California
$338K +$9.14K +73 +3%
Fifth Third Bancorp
520
Fifth Third Bancorp
Ohio
$337K -$124K -994 -26%
NL
521
NWAM LLC
Washington
$336K -$23.8K -190 -6%
ECM
522
ExodusPoint Capital Management
New York
$333K +$350K +2,793 New
WAM
523
WNY Asset Management
New York
$322K -$19K -152 -5%
FIM
524
Fruth Investment Management
Texas
$321K
IIM
525
Ipswich Investment Management
Massachusetts
$315K +$105K +840 +47%

EXPD Hedge Fund Activity: Q3 2021 in Review

703 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q3 2021, worth a combined $18.4B — down 7.7% from $20B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of EXPD and 73 opened new positions — a net loss of 3 holders — while 253 trimmed existing stakes and 258 added.

The largest buyer was Amundi, adding an estimated $62.5M. The largest seller was Loomis, Sayles & Company, cutting an estimated $212M.

  • 703 institutional investors held Expeditors International (EXPD) as of Q3 2021, down from 717 in Q2 2021.
  • Funds reported $18.4B of Expeditors International stock for Q3 2021, down 7.7% quarter-over-quarter.
  • 73 funds opened new Expeditors International positions in Q3 2021 and 76 closed out, a net change of -3 holders.
  • The largest Expeditors International buyer in Q3 2021 was Amundi, an estimated $62.5M added.
  • The largest Expeditors International seller in Q3 2021 was Loomis, Sayles & Company, an estimated $212M sold.

Based on aggregated 13F filings for Q3 2021.