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Expeditors International

766 hedge funds and large institutions have $16.4B invested in Expeditors International in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 268 increasing their positions, 265 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 69

2% more funds holding

Funds holding: 751766 (+15)

1.19% more ownership

Funds ownership: 96.74%97.92% (+1.2%)

3% more capital invested

Capital invested by funds: $15.9B → $16.4B (+$537M)

1% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 265

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

74% less call options, than puts

Call options by funds: $9.85M | Put options by funds: $37.5M

Holders
766
Holders Change
+15
Holders Change %
+2%
% of All Funds
12.21%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
98
Increased
268
Reduced
265
Closed
69
Calls
$9.85M
Puts
$37.5M
Net Calls
-$27.7M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
501
Hardy Reed
Mississippi
$413K
MCM
502
MAI Capital Management
Ohio
$409K +$27.9K +257 +7%
AIM
503
Arcadia Investment Management
Michigan
$402K
LOAMS
504
Lombard Odier Asset Management (Switzerland)
Switzerland
$399K -$29.9K -275 -7%
SLA
505
Silver Lake Advisory
Utah
$398K +$393K +3,615 New
DTC
506
Davidson Trust Company
Washington
$398K
FDCDDQ
507
Federation des caisses Desjardins du Quebec
Quebec, Canada
$393K +$58.1K +535 +18%
Bank Julius Baer & Co
508
Bank Julius Baer & Co
Switzerland
$386K +$169K +1,554 +80%
KAS
509
Kestra Advisory Services
Texas
$386K -$379K -3,494 -50%
EI
510
Ellevest Inc
New York
$386K +$55K +507 +17%
MIM
511
Marco Investment Management
Georgia
$385K -$27.1K -250 -7%
Impax Asset Management Group
512
Impax Asset Management Group
United Kingdom
$385K +$379K +3,495 New
GCM
513
Gallacher Capital Management
Colorado
$384K +$15.7K +145 +4%
FIM
514
Freedom Investment Management
Connecticut
$382K +$377K +3,468 New
LHEI
515
Leo H. Evart Inc
California
$379K -$543 -5 -0.1%
CASB
516
Cape Ann Savings Bank
Massachusetts
$362K +$15.6K +144 +5%
KIA
517
KCM Investment Advisors
California
$361K -$28.2K -260 -7%
S
518
SignatureFD
Georgia
$357K +$12.7K +117 +4%
Federated Hermes
519
Federated Hermes
Pennsylvania
$350K -$869 -8 -0.3%
SW
520
SVB Wealth
Massachusetts
$348K +$27.8K +256 +9%
CG
521
Caprock Group
Idaho
$335K +$19.3K +178 +6%
SDIC
522
South Dakota Investment Council
South Dakota
$330K -$130K -1,200 -29%
Twin Tree Management
523
Twin Tree Management
Texas
$326K +$322K +2,964 New
AC
524
Avestar Capital
New York
$325K +$18.4K +169 +6%
BIP
525
Blueprint Investment Partners
North Carolina
$324K -$293K -2,703 -48%

EXPD Hedge Fund Activity: Q1 2023 in Review

766 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q1 2023, worth a combined $16.4B — up 3.4% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new EXPD positions and 69 closed out — a net gain of 29 holders — while 268 added to existing stakes and 265 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $233M. The largest seller was First Trust Advisors, cutting an estimated $196M.

  • 766 institutional investors held Expeditors International (EXPD) as of Q1 2023, up from 751 in Q4 2022.
  • Funds reported $16.4B of Expeditors International stock for Q1 2023, up 3.4% quarter-over-quarter.
  • 98 funds opened new Expeditors International positions in Q1 2023 and 69 closed out, a net change of +29 holders.
  • The largest Expeditors International buyer in Q1 2023 was Envestnet Asset Management, an estimated $233M added.
  • The largest Expeditors International seller in Q1 2023 was First Trust Advisors, an estimated $196M sold.

Based on aggregated 13F filings for Q1 2023.