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Expeditors International

676 hedge funds and large institutions have $17B invested in Expeditors International in 2021 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 228 increasing their positions, 259 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $12.9M

23% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 65

13% more capital invested

Capital invested by funds: $15.1B → $17B (+$1.97B)

2% more funds holding

Funds holding: 666676 (+10)

0.96% more ownership

Funds ownership: 92.89%93.85% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

12% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 259

Holders
676
Holders Change
+10
Holders Change %
+1.5%
% of All Funds
11.87%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
80
Increased
228
Reduced
259
Closed
65
Calls
$21.2M
Puts
$12.9M
Net Calls
+$8.34M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
526
John W. Bristol & Co
New York
$215K +$193K +2,000 New
MSFS
527
Main Street Financial Solutions
Pennsylvania
$215K +$193K +2,000 New
BIAS
528
Beacon Investment Advisory Services
New Jersey
$214K +$191K +1,987 New
VWA
529
V Wealth Advisors
Kansas
$213K -$36.7K -381 -16%
MAM
530
Meeder Asset Management
Ohio
$213K +$55.2K +573 +41%
SWM
531
Spire Wealth Management
Virginia
$212K +$190K +1,972 New
KPWS
532
Kestra Private Wealth Services
Texas
$211K +$188K +1,957 New
CT
533
Caldwell Trust
Florida
$209K
FC
534
FORA Capital
Florida
$208K -$643K -6,684 -78%
SW
535
SVB Wealth
Massachusetts
$206K +$184K +1,907 New
SSW
536
Smith Shellnut Wilson
Mississippi
$206K +$184K +1,913 New
MSS
537
Mitchell Sinkler & Starr
Pennsylvania
$206K +$184K +1,915 New
SDIC
538
South Dakota Investment Council
South Dakota
$205K
SP
539
Successful Portfolios
Florida
$204K +$182K +1,892 New
SIM
540
Sentry Investment Management
Wisconsin
$196K -$838K -8,707 -83%
KFP
541
KB Financial Partners
New Jersey
$193K +$173K +1,794 New
AAM
542
Advisors Asset Management
Colorado
$182K -$71K -738 -30%
LS
543
Livforsakringsbolaget Skandia
Sweden
$180K
HBT
544
Hills Bank & Trust
Iowa
$176K
APP
545
Alpha Paradigm Partners
Illinois
$176K +$157K +1,632 New
SFS
546
Sowell Financial Services
Arkansas
$167K -$133K -1,378 -49%
OSAM
547
O'Shaughnessy Asset Management
Connecticut
$163K +$26.7K +277 +22%
APA
548
American Portfolios Advisors
New York
$154K -$11.4K -118 -8%
FCA
549
FinTrust Capital Advisors
South Carolina
$151K +$1.25K +13 +0.9%
GI
550
Gradient Investments
Minnesota
$143K +$127K +1,324 New

EXPD Hedge Fund Activity: Q1 2021 in Review

676 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q1 2021, worth a combined $17B — up 13% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new EXPD positions and 65 closed out — a net gain of 15 holders — while 228 added to existing stakes and 259 trimmed.

The largest buyer was BlackRock, adding an estimated $178M. The largest seller was Amundi Asset Management US, cutting an estimated $52.6M.

  • 676 institutional investors held Expeditors International (EXPD) as of Q1 2021, up from 666 in Q4 2020.
  • Funds reported $17B of Expeditors International stock for Q1 2021, up 13% quarter-over-quarter.
  • 80 funds opened new Expeditors International positions in Q1 2021 and 65 closed out, a net change of +15 holders.
  • The largest Expeditors International buyer in Q1 2021 was BlackRock, an estimated $178M added.
  • The largest Expeditors International seller in Q1 2021 was Amundi Asset Management US, an estimated $52.6M sold.

Based on aggregated 13F filings for Q1 2021.