We are live on ! Find out more
EXPD icon

Expeditors International

563 hedge funds and large institutions have $11.7B invested in Expeditors International in 2019 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 225 increasing their positions, 195 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $8.02M | Put options by funds: $5.98M

15% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 195

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.34% less ownership

Funds ownership: 92.83%92.49% (-0.34%)

3% less funds holding

Funds holding: 578563 (-15)

6% less capital invested

Capital invested by funds: $12.5B → $11.7B (-$768M)

24% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 63

Holders
563
Holders Change
-15
Holders Change %
-2.6%
% of All Funds
12.35%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
48
Increased
225
Reduced
195
Closed
63
Calls
$8.02M
Puts
$5.98M
Net Calls
+$2.04M
Net Calls Change
-$5.86M
Name Holding Trade Value Shares
Change
Change in
Stake
RE
526
RBC Europe
United Kingdom
$12K
FHA
527
First Horizon Advisors
Tennessee
$11K -$293 -4 -2%
MUS
528
Mitsubishi UFJ Securities
Japan
$11K
SBL
529
Sargent Bickham Lagudis
Colorado
$11K
GWM
530
Geneos Wealth Management
Colorado
$10K
SLF
531
Sun Life Financial
Ontario, Canada
$10K +$147 +2 +1%
GAM
532
Gemmer Asset Management
California
$8K +$879 +12 +13%
CFG
533
Citizens Financial Group
Rhode Island
$8K +$1.91K +26 +35%
CAC
534
Certified Advisory Corp
Florida
$7K
MA
535
MUFG Americas
New York
$7K
CFN
536
Cordasco Financial Network
Florida
$6K
TFGT
537
TS Financial Group (TSFG)
Illinois
$6K
FHA
538
Flagship Harbor Advisors
Massachusetts
$5K
BC
539
Bartlett & Co
Ohio
$5K +$4.69K +64 New
BCWM
540
Bartlett & Co Wealth Management
Ohio
$4.75K +$4.69K +64 New
CG
541
Cutler Group
California
$4K -$628K -8,579 -99%
SFSIG
542
San Francisco Sentry Investment Group
California
$4K -$11.7K -160 -73%
NIM
543
NuWave Investment Management
New Jersey
$4K -$6.59K -90 -65%
FGAM
544
Financial Gravity Asset Management
Texas
$4K
QCG
545
Quadrant Capital Group
Ohio
$4K
VCM
546
Versant Capital Management
Arizona
$4K
SA
547
SRH Advisors
Kansas
$3K
LC
548
Lindbrook Capital
California
$3K +$2.49K +34 New
GWAG
549
Garrett Wealth Advisory Group
Texas
$2.6K +$2.56K +35 New
TFO
550
Tarbox Family Office
California
$2K

EXPD Hedge Fund Activity: Q3 2019 in Review

563 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q3 2019, worth a combined $11.7B — down 6.2% from $12.5B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of EXPD and 48 opened new positions — a net loss of 15 holders — while 195 trimmed existing stakes and 225 added.

The largest buyer was Mitsubishi UFJ Trust & Banking, adding an estimated $112M. The largest seller was APG Asset Management, cutting an estimated $76.6M.

  • 563 institutional investors held Expeditors International (EXPD) as of Q3 2019, down from 578 in Q2 2019.
  • Funds reported $11.7B of Expeditors International stock for Q3 2019, down 6.2% quarter-over-quarter.
  • 48 funds opened new Expeditors International positions in Q3 2019 and 63 closed out, a net change of -15 holders.
  • The largest Expeditors International buyer in Q3 2019 was Mitsubishi UFJ Trust & Banking, an estimated $112M added.
  • The largest Expeditors International seller in Q3 2019 was APG Asset Management, an estimated $76.6M sold.

Based on aggregated 13F filings for Q3 2019.