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Expeditors International

800 hedge funds and large institutions have $16.5B invested in Expeditors International in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 258 increasing their positions, 342 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
-13
Holders Change %
-1.6%
% of All Funds
11.6%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
70
Increased
258
Reduced
342
Closed
74
Calls
$19.3M
Puts
$17.7M
Net Calls
+$1.57M
Net Calls Change
+$6.7M
Name Holding Trade Value Shares
Change
Shares
Change %
GDP
526
Great Diamond Partners
Maine
$361K -$4.38K -36 -1%
NIM
527
NEOS Investment Management
Connecticut
$361K +$110K +906 +44%
MC
528
Machina Capital
France
$360K +$360K +2,963 New
SW
529
SVB Wealth
Massachusetts
$354K -$99.8K -821 -22%
KeyBank National Association
530
KeyBank National Association
Ohio
$354K -$1.95K -16 -0.5%
QCG
531
Quadrant Capital Group
Ohio
$348K -$7.29K -60 -2%
MCM
532
Manchester Capital Management
Vermont
$348K +$3.65K +30 +1%
RT
533
Rockland Trust
Massachusetts
$347K -$7.17K -59 -2%
VCM
534
Versant Capital Management
Arizona
$347K
WPC
535
Wedmont Private Capital
Pennsylvania
$345K -$1.09K -9 -0.3%
AI
536
Atom Investors
Texas
$344K +$344K +2,826 New
PTC
537
Private Trust Company
Ohio
$344K -$33.5K -276 -9%
AGWCA
538
Annis Gardner Whiting Capital Advisors
Florida
$343K +$243 +2 +0.1%
PFA
539
Pure Financial Advisors
California
$342K +$243 +2 +0.1%
ALAM
540
Asahi Life Asset Management
Japan
$342K +$342K +2,810 New
PWG
541
Portside Wealth Group
Utah
$339K +$17K +140 +5%
Lido Advisors
542
Lido Advisors
California
$338K -$3.16K -26 -0.9%
SWP
543
Stratos Wealth Partners
Ohio
$337K +$4.99K +41 +1%
LFA
544
Legacy Financial Advisors
Kentucky
$337K +$21.5K +177 +7%
DIA
545
Dana Investment Advisors
Wisconsin
$335K
BRWA
546
B. Riley Wealth Advisors
Florida
$334K +$62K +541 +23%
BIAS
547
Beacon Investment Advisory Services
New Jersey
$334K
Envestnet Portfolio Solutions
548
Envestnet Portfolio Solutions
Illinois
$332K +$82.5K +679 +33%
PHIC
549
Pine Haven Investment Counsel
Massachusetts
$331K
KPWS
550
Kestra Private Wealth Services
Texas
$330K -$608 -5 -0.2%