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Expeditors International

703 hedge funds and large institutions have $18.4B invested in Expeditors International in 2021 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 258 increasing their positions, 253 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 253

1% less call options, than puts

Call options by funds: $17.9M | Put options by funds: $18M

4% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 76

2% less funds holding

Funds holding: 717703 (-14)

2.43% less ownership

Funds ownership: 93.47%91.04% (-2.4%)

8% less capital invested

Capital invested by funds: $20B → $18.4B (-$1.54B)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
703
Holders Change
-14
Holders Change %
-1.95%
% of All Funds
12.31%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.18%
New
73
Increased
258
Reduced
253
Closed
76
Calls
$17.9M
Puts
$18M
Net Calls
-$168K
Net Calls Change
-$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
526
Fox Run Management
Connecticut
$314K +$330K +2,633 New
PCA
527
Pallas Capital Advisors
Massachusetts
$313K +$307K +2,453 New
DCM
528
Driehaus Capital Management
Illinois
$307K +$116K +929 +56%
MCA
529
Mercer Capital Advisers
New Jersey
$298K
PA
530
Profund Advisors
Maryland
$294K +$4.26K +34 +1%
SPC
531
Sigma Planning Corp
Michigan
$293K -$21.8K -174 -7%
OIA
532
OneDigital Investment Advisors
Kansas
$292K -$24.5K -196 -7%
APP
533
Alpha Paradigm Partners
Illinois
$289K -$223K -1,783 -42%
TPWA
534
TRUE Private Wealth Advisors
Oregon
$285K
XT
535
XTX Topco
Cayman Islands
$275K +$289K +2,305 New
VWM
536
Venturi Wealth Management
Texas
$274K -$134K -1,074 -32%
BRWA
537
B. Riley Wealth Advisors
Florida
$273K -$250 -2 -0.1%
V
538
Veritable
Delaware
$270K +$15.6K +125 +6%
Koshinski Asset Management
539
Koshinski Asset Management
Illinois
$267K -$876 -7 -0.3%
SWP
540
Stratos Wealth Partners
Ohio
$263K +$3.25K +26 +1%
EGM
541
Engineers Gate Manager
New York
$262K -$754K -6,021 -73%
BP
542
Ballentine Partners
Massachusetts
$262K +$376 +3 +0.1%
PTC
543
Philadelphia Trust Company
Pennsylvania
$261K -$12.5K -100 -4%
SBH
544
Segall Bryant & Hamill
Illinois
$260K
CCP
545
Corient Capital Partners
California
$260K +$28K +224 +11%
BOM
546
Bank of Marin
California
$258K
FAM
547
Fulcrum Asset Management
United Kingdom
$256K
EF
548
Empirical Finance
Pennsylvania
$256K +$15.5K +124 +6%
B
549
Barings
North Carolina
$255K +$268K +2,143 New
PNC
550
Park National Corp
Ohio
$254K

EXPD Hedge Fund Activity: Q3 2021 in Review

703 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q3 2021, worth a combined $18.4B — down 7.7% from $20B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of EXPD and 73 opened new positions — a net loss of 3 holders — while 253 trimmed existing stakes and 258 added.

The largest buyer was Amundi, adding an estimated $62.5M. The largest seller was Loomis, Sayles & Company, cutting an estimated $212M.

  • 703 institutional investors held Expeditors International (EXPD) as of Q3 2021, down from 717 in Q2 2021.
  • Funds reported $18.4B of Expeditors International stock for Q3 2021, down 7.7% quarter-over-quarter.
  • 73 funds opened new Expeditors International positions in Q3 2021 and 76 closed out, a net change of -3 holders.
  • The largest Expeditors International buyer in Q3 2021 was Amundi, an estimated $62.5M added.
  • The largest Expeditors International seller in Q3 2021 was Loomis, Sayles & Company, an estimated $212M sold.

Based on aggregated 13F filings for Q3 2021.