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Expeditors International

766 hedge funds and large institutions have $16.4B invested in Expeditors International in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 268 increasing their positions, 265 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 69

2% more funds holding

Funds holding: 751766 (+15)

1.19% more ownership

Funds ownership: 96.74%97.92% (+1.2%)

3% more capital invested

Capital invested by funds: $15.9B → $16.4B (+$537M)

1% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 265

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

74% less call options, than puts

Call options by funds: $9.85M | Put options by funds: $37.5M

Holders
766
Holders Change
+15
Holders Change %
+2%
% of All Funds
12.21%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
98
Increased
268
Reduced
265
Closed
69
Calls
$9.85M
Puts
$37.5M
Net Calls
-$27.7M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
526
Acrisure Capital Management
Texas
$322K +$318K +2,928 New
1WA
527
180 Wealth Advisors
Washington
$322K
LWP
528
Lumature Wealth Partners
Georgia
$321K +$8.58K +79 +3%
RT
529
Rockland Trust
Massachusetts
$321K
OCBCO
530
Oversea-Chinese Banking Corp (OCBC)
Singapore
$320K
PWA
531
Physician Wealth Advisors
Utah
$319K
ALAM
532
Asahi Life Asset Management
Japan
$316K +$8.9K +82 +3%
HI
533
Horizon Investments
North Carolina
$314K -$409K -3,768 -57%
GDP
534
Great Diamond Partners
Maine
$313K -$7.6K -70 -2%
QCG
535
Quadrant Capital Group
Ohio
$313K +$9.34K +86 +3%
RWM
536
Revisor Wealth Management
Ohio
$310K +$306K +2,815 New
HIIFS
537
Harel Insurance Investments & Financial Services
Israel
$309K +$15.2K +140 +5%
TMAM
538
Tokio Marine Asset Management
Japan
$308K +$19.1K +176 +7%
MSAM
539
Moloney Securities Asset Management
Missouri
$304K -$6.95K -64 -2%
Verition Fund Management
540
Verition Fund Management
Connecticut
$301K +$297K +2,733 New
PHIC
541
Pine Haven Investment Counsel
Massachusetts
$300K
Balyasny Asset Management
542
Balyasny Asset Management
Illinois
$299K +$295K +2,717 New
FIM
543
Fruth Investment Management
Texas
$297K
KPWS
544
Kestra Private Wealth Services
Texas
$290K +$45.5K +419 +19%
NL
545
NWAM LLC
Washington
$288K +$7.28K +67 +3%
CP
546
Castleview Partners
Texas
$287K -$869 -8 -0.3%
YMRC
547
Yorktown Management & Research Company
Virginia
$286K
BWM
548
BlackDiamond Wealth Management
New York
$284K -$109 -1 -0%
RWM
549
Ritholtz Wealth Management
New York
$284K +$280K +2,580 New
FL
550
Fort LP
Maryland
$281K -$73.6K -678 -21%

EXPD Hedge Fund Activity: Q1 2023 in Review

766 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q1 2023, worth a combined $16.4B — up 3.4% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new EXPD positions and 69 closed out — a net gain of 29 holders — while 268 added to existing stakes and 265 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $233M. The largest seller was First Trust Advisors, cutting an estimated $196M.

  • 766 institutional investors held Expeditors International (EXPD) as of Q1 2023, up from 751 in Q4 2022.
  • Funds reported $16.4B of Expeditors International stock for Q1 2023, up 3.4% quarter-over-quarter.
  • 98 funds opened new Expeditors International positions in Q1 2023 and 69 closed out, a net change of +29 holders.
  • The largest Expeditors International buyer in Q1 2023 was Envestnet Asset Management, an estimated $233M added.
  • The largest Expeditors International seller in Q1 2023 was First Trust Advisors, an estimated $196M sold.

Based on aggregated 13F filings for Q1 2023.