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Expeditors International

751 hedge funds and large institutions have $15.9B invested in Expeditors International in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 269 increasing their positions, 268 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 51

19% more capital invested

Capital invested by funds: $13.3B → $15.9B (+$2.59B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 708751 (+43)

4.89% more ownership

Funds ownership: 91.85%96.74% (+4.9%)

0% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 268

64% less call options, than puts

Call options by funds: $8.18M | Put options by funds: $22.8M

Holders
751
Holders Change
+43
Holders Change %
+6.07%
% of All Funds
12.07%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
109
Increased
269
Reduced
268
Closed
51
Calls
$8.18M
Puts
$22.8M
Net Calls
-$14.7M
Net Calls Change
-$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
526
Physician Wealth Advisors
Utah
$309K -$118K -1,148 -29%
MWM
527
Merriman Wealth Management
Washington
$304K +$5.36K +52 +2%
RT
528
Rockland Trust
Massachusetts
$304K -$29.5K -286 -9%
GDP
529
Great Diamond Partners
Maine
$303K -$2.89K -28 -1%
OCBCO
530
Oversea-Chinese Banking Corp (OCBC)
Singapore
$302K +$299K +2,904 New
SW
531
SVB Wealth
Massachusetts
$302K +$5.46K +53 +2%
BC
532
Burney Company
Virginia
$300K -$607K -5,890 -67%
CG
533
Caprock Group
Idaho
$298K +$18.1K +176 +7%
BAM
534
Blueshift Asset Management
New Jersey
$297K +$295K +2,861 New
LWP
535
Lumature Wealth Partners
Georgia
$295K -$22.8K -221 -7%
MSAM
536
Moloney Securities Asset Management
Missouri
$293K +$21.4K +208 +8%
ALAM
537
Asahi Life Asset Management
Japan
$290K +$104K +1,008 +57%
AC
538
Avestar Capital
New York
$289K -$79.3K -769 -22%
HPC
539
HM Payson & Co
Maine
$289K +$1.03K +10 +0.4%
Nomura Holdings
540
Nomura Holdings
Japan
$288K +$285K +2,768 New
QCG
541
Quadrant Capital Group
Ohio
$286K +$60.2K +584 +27%
PHIC
542
Pine Haven Investment Counsel
Massachusetts
$283K
BWM
543
BlackDiamond Wealth Management
New York
$282K +$10.7K +104 +4%
FIM
544
Fruth Investment Management
Texas
$280K
CANY
545
Caxton Associates (New York)
New York
$280K +$278K +2,693 New
HIIFS
546
Harel Insurance Investments & Financial Services
Israel
$277K -$338K -3,278 -55%
WAM
547
WNY Asset Management
New York
$276K -$309 -3 -0.1%
ETH
548
Exos TFP Holdings
New York
$275K -$15.8K -153 -5%
TMAM
549
Tokio Marine Asset Management
Japan
$272K +$18.2K +177 +7%
CP
550
Castleview Partners
Texas
$272K +$16K +155 +6%