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Expeditors International

577 hedge funds and large institutions have $12B invested in Expeditors International in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 200 increasing their positions, 220 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less capital invested

Capital invested by funds: $12B → $12B (-$35M)

0.78% less ownership

Funds ownership: 94.25%93.47% (-0.78%)

9% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 220

3% less funds holding

Funds holding: 597577 (-20)

24% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 51

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

66% less call options, than puts

Call options by funds: $7.26M | Put options by funds: $21.4M

Holders
577
Holders Change
-20
Holders Change %
-3.35%
% of All Funds
13.19%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.16%
New
39
Increased
200
Reduced
220
Closed
51
Calls
$7.26M
Puts
$21.4M
Net Calls
-$14.2M
Net Calls Change
-$7.44M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
551
OneDigital Investment Advisors
Kansas
$6K
JA
552
JOYN Advisors
Georgia
$5K -$739 -10 -13%
FHA
553
First Horizon Advisors
Tennessee
$5K
CAW
554
Cornerstone Advisors (Washington)
Washington
$4K
QCG
555
Quadrant Capital Group
Ohio
$4K
TWA
556
TCI Wealth Advisors
Arizona
$4K +$369 +5 +10%
CWSR
557
Chessman Wealth Strategies RIA
Texas
$4K +$3.69K +50 New
MCM
558
Monument Capital Management
Virginia
$4K +$3.99K +54 New
TPWA
559
TRUE Private Wealth Advisors
Oregon
$3.31K +$3.33K +45 New
PFBT
560
Parkside Financial Bank & Trust
Missouri
$3K -$5.17K -70 -61%
FC
561
Ferris Capital
Massachusetts
$3K
SA
562
SRH Advisors
Kansas
$3K
CBT
563
Capital Bank & Trust
California
$2K
CCM
564
Cribstone Capital Management
Maine
$2K
OFW
565
Omnia Family Wealth
Florida
$2K
SWM
566
SeaCrest Wealth Management
New York
$2K
APP
567
Avantax Planning Partners
Iowa
$2K +$1.55K +21 New
ED
568
Exane Derivatives
France
$1.46K -$1.2M -16,218 -100%
CTC
569
Central Trust Company
Missouri
$1K
TFO
570
Tarbox Family Office
California
$1K
WWMSC
571
Wagner Wealth Management (South Carolina)
South Carolina
$1K
CTB
572
Country Trust Bank
Illinois
$1K +$961 +13 New
CAG
573
Csenge Advisory Group
Florida
$1K +$1.18K +16 New
Millennium Management
574
Millennium Management
New York
-$52.4M -717,241 Closed
Renaissance Technologies
575
Renaissance Technologies
New York
-$29.1M -397,416 Closed

EXPD Hedge Fund Activity: Q3 2018 in Review

577 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q3 2018, worth a combined $12B — down 0.29% from $12B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of EXPD and 39 opened new positions — a net loss of 12 holders — while 220 trimmed existing stakes and 200 added.

The largest buyer was Jupiter Investment Management, opening a new position worth an estimated $89.4M. The largest seller was Millennium Management, exiting entirely with an estimated $52.4M sold.

  • 577 institutional investors held Expeditors International (EXPD) as of Q3 2018, down from 597 in Q2 2018.
  • Funds reported $12B of Expeditors International stock for Q3 2018, down 0.29% quarter-over-quarter.
  • 39 funds opened new Expeditors International positions in Q3 2018 and 51 closed out, a net change of -12 holders.
  • The largest Expeditors International buyer in Q3 2018 was Jupiter Investment Management, an estimated $89.4M added.
  • The largest Expeditors International seller in Q3 2018 was Millennium Management, an estimated $52.4M sold.

Based on aggregated 13F filings for Q3 2018.