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Expeditors International

666 hedge funds and large institutions have $15.1B invested in Expeditors International in 2020 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 248 increasing their positions, 230 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 57

42% more call options, than puts

Call options by funds: $18M | Put options by funds: $12.7M

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

6% more capital invested

Capital invested by funds: $14.2B → $15.1B (+$853M)

5% more funds holding

Funds holding: 633666 (+33)

8% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 230

0.86% less ownership

Funds ownership: 93.75%92.89% (-0.86%)

Holders
666
Holders Change
+33
Holders Change %
+5.21%
% of All Funds
11.79%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
96
Increased
248
Reduced
230
Closed
57
Calls
$18M
Puts
$12.7M
Net Calls
+$5.32M
Net Calls Change
+$3.31M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
526
IndexIQ Advisors
New York
$222K +$213K +2,335 New
SC
527
Samlyn Capital
New York
$217K +$207K +2,273 New
VAS
528
Vestmark Advisory Solutions
Massachusetts
$213K +$204K +2,239 New
ESCM
529
Echo Street Capital Management
New York
$213K +$204K +2,241 New
SBH
530
Segall Bryant & Hamill
Illinois
$209K +$199K +2,181 New
BDF
531
Balasa Dinverno & Foltz
$207K +$198K +2,179 New
BOM
532
Bank of Marin
California
$206K +$197K +2,165 New
SCM
533
Stevens Capital Management
Pennsylvania
$205K -$155K -1,705 -44%
PVWM
534
Point View Wealth Management
New Jersey
$205K +$196K +2,153 New
JWCA
535
J.W. Coons Advisors
Ohio
$203K +$195K +2,139 New
MML Investors Services
536
MML Investors Services
Massachusetts
$201K +$192K +2,111 New
6M
537
6 Meridian
Kansas
$200K +$192K +2,103 New
WEC
538
Winslow Evans & Crocker
Massachusetts
$190K
CT
539
Caldwell Trust
Florida
$185K
SDIC
540
South Dakota Investment Council
South Dakota
$181K
Capstone Investment Advisors
541
Capstone Investment Advisors
New York
$161K +$154K +1,691 New
LS
542
Livforsakringsbolaget Skandia
Sweden
$159K
HBT
543
Hills Bank & Trust
Iowa
$156K
APA
544
American Portfolios Advisors
New York
$147K -$658K -7,228 -82%
MAM
545
Meeder Asset Management
Ohio
$134K +$9.29K +102 +8%
FCA
546
FinTrust Capital Advisors
South Carolina
$132K -$6.19K -68 -5%
Carson Wealth (CWM LLC)
547
Carson Wealth (CWM LLC)
Nebraska
$131K
NR
548
Newfound Research
Massachusetts
$128K +$93.1K +1,022 +314%
CTC
549
Central Trust Company
Missouri
$124K -$13.9K -153 -11%
OSAM
550
O'Shaughnessy Asset Management
Connecticut
$118K +$23.6K +259 +26%

EXPD Hedge Fund Activity: Q4 2020 in Review

666 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q4 2020, worth a combined $15.1B — up 6% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new EXPD positions and 57 closed out — a net gain of 39 holders — while 248 added to existing stakes and 230 trimmed.

The largest buyer was BlackRock, adding an estimated $202M. The largest seller was Loomis, Sayles & Company, cutting an estimated $90.6M.

  • 666 institutional investors held Expeditors International (EXPD) as of Q4 2020, up from 633 in Q3 2020.
  • Funds reported $15.1B of Expeditors International stock for Q4 2020, up 6% quarter-over-quarter.
  • 96 funds opened new Expeditors International positions in Q4 2020 and 57 closed out, a net change of +39 holders.
  • The largest Expeditors International buyer in Q4 2020 was BlackRock, an estimated $202M added.
  • The largest Expeditors International seller in Q4 2020 was Loomis, Sayles & Company, an estimated $90.6M sold.

Based on aggregated 13F filings for Q4 2020.