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Expeditors International

597 hedge funds and large institutions have $12B invested in Expeditors International in 2018 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 191 increasing their positions, 227 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 42

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

17% more capital invested

Capital invested by funds: $10.3B → $12B (+$1.73B)

4% more funds holding

Funds holding: 573597 (+24)

2.07% more ownership

Funds ownership: 92.18%94.25% (+2.1%)

16% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 227

29% less call options, than puts

Call options by funds: $16.3M | Put options by funds: $23M

Holders
597
Holders Change
+24
Holders Change %
+4.19%
% of All Funds
13.67%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
70
Increased
191
Reduced
227
Closed
42
Calls
$16.3M
Puts
$23M
Net Calls
-$6.75M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
526
Kaizen Advisory
Illinois
$33K +$20.1K +288 +169%
HIIFS
527
Harel Insurance Investments & Financial Services
Israel
$32K -$12.6K -180 -29%
GRP
528
Global Retirement Partners
California
$32K
HNB
529
Huntington National Bank
Ohio
$31K
TFA
530
Toth Financial Advisory
Virginia
$30K +$140 +2 +0.5%
FHA
531
Flagship Harbor Advisors
Massachusetts
$30K +$28.8K +412 New
SSB
532
Sandy Spring Bank
Maryland
$29K
MFW
533
Mosaic Family Wealth
Missouri
$29K +$10.6K +152 +64%
PCP
534
Proficio Capital Partners
Massachusetts
$27K
OSNBOA
535
Old Second National Bank of Aurora
Illinois
$26K +$24.5K +350 New
BWM
536
BerganKDV Wealth Management
Minnesota
$24K +$23.1K +330 New
RA
537
Rational Advisors
New York
$23K +$18.2K +260 +456%
WB
538
Webster Bank
Connecticut
$22K
GWM
539
Geneos Wealth Management
Colorado
$21K
BC
540
Barnett & Company
Tennessee
$20K
WT
541
Whittier Trust
California
$20K
CPA
542
Clear Perspective Advisors
Illinois
$18K
WAP
543
Wealthcare Advisory Partners
Pennsylvania
$17K
SFSIG
544
San Francisco Sentry Investment Group
California
$16K
IUHSA
545
Itau Unibanco Holding S.A.
Brazil
$15K -$383K -5,478 -96%
MA
546
MUFG Americas
New York
$15K -$14K -200 -50%
PCA
547
Providence Capital Advisors
North Carolina
$15K
WWM
548
Willingdon Wealth Management
North Carolina
$15K +$8.11K +116 +129%
MFBTD
549
MB Financial Bank - Trust Department
Illinois
$15K +$14.1K +202 New
JCM
550
Jacobi Capital Management
Pennsylvania
$14K

EXPD Hedge Fund Activity: Q2 2018 in Review

597 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q2 2018, worth a combined $12B — up 17% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EXPD positions and 42 closed out — a net gain of 28 holders — while 191 added to existing stakes and 227 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $69.6M. The largest seller was Janus Henderson Group, cutting an estimated $39.1M.

  • 597 institutional investors held Expeditors International (EXPD) as of Q2 2018, up from 573 in Q1 2018.
  • Funds reported $12B of Expeditors International stock for Q2 2018, up 17% quarter-over-quarter.
  • 70 funds opened new Expeditors International positions in Q2 2018 and 42 closed out, a net change of +28 holders.
  • The largest Expeditors International buyer in Q2 2018 was Fidelity Investments, an estimated $69.6M added.
  • The largest Expeditors International seller in Q2 2018 was Janus Henderson Group, an estimated $39.1M sold.

Based on aggregated 13F filings for Q2 2018.