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Expeditors International

563 hedge funds and large institutions have $11.7B invested in Expeditors International in 2019 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 225 increasing their positions, 195 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $8.02M | Put options by funds: $5.98M

15% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 195

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.34% less ownership

Funds ownership: 92.83%92.49% (-0.34%)

3% less funds holding

Funds holding: 578563 (-15)

6% less capital invested

Capital invested by funds: $12.5B → $11.7B (-$768M)

24% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 63

Holders
563
Holders Change
-15
Holders Change %
-2.6%
% of All Funds
12.35%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
48
Increased
225
Reduced
195
Closed
63
Calls
$8.02M
Puts
$5.98M
Net Calls
+$2.04M
Net Calls Change
-$5.86M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
551
Ellevest Inc
New York
$2K +$1.61K +22 New
WWM
552
Willingdon Wealth Management
North Carolina
$2K +$1.76K +24 New
PWMG
553
Prestige Wealth Management Group
New Jersey
$2K +$2.27K +31 New
ED
554
Exane Derivatives
France
$1.49K
PFGIA
555
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$7.47K -102 -92%
APC
556
Aspire Private Capital
North Carolina
$1K
BL
557
Balentine LLC
Georgia
$1K
Fidelity International
558
Fidelity International
Bermuda
$1K
IFAM
559
Institutional & Family Asset Management
Colorado
$1K +$1.1K +15 New
BC
560
Barnett & Company
Tennessee
$1K +$1.17K +16 New
AA
561
Advisory Alpha
Michigan
$283 +$293 +4 New
CBOA
562
Commonwealth Bank of Australia
Australia
-$326M -4,298,296 Closed
USAA
563
United Services Automobile Association
Texas
-$56.2M -741,398 Closed
SAM
564
Scopus Asset Management
New York
-$16.9M -222,250 Closed
SJIC
565
St. James Investment Company
Texas
-$9.87M -130,072 Closed
N
566
Natixis
France
-$3.03M -39,978 Closed
Wealth Enhancement Advisory Services
567
Wealth Enhancement Advisory Services
Minnesota
-$1.93M -25,384 Closed
AI
568
Ariel Investments
Illinois
-$1.6M -21,033 Closed
HF
569
HRT Financial
New York
-$1.23M -16,187 Closed
AFA
570
Abacus FCF Advisors
Florida
-$1.21M -15,949 Closed
LP
571
LMR Partners
United Kingdom
-$1.1M -14,472 Closed
BOH
572
Bank of Hawaii
Hawaii
-$799K -10,535 Closed
PCM
573
Perkins Capital Management
Minnesota
-$797K -10,500 Closed
Susquehanna International Group
574
Susquehanna International Group
Pennsylvania
-$705K -9,621 Closed
BFG
575
Beacon Financial Group
Texas
-$711K -9,378 Closed

EXPD Hedge Fund Activity: Q3 2019 in Review

563 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q3 2019, worth a combined $11.7B — down 6.2% from $12.5B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of EXPD and 48 opened new positions — a net loss of 15 holders — while 195 trimmed existing stakes and 225 added.

The largest buyer was Mitsubishi UFJ Trust & Banking, adding an estimated $112M. The largest seller was APG Asset Management, cutting an estimated $76.6M.

  • 563 institutional investors held Expeditors International (EXPD) as of Q3 2019, down from 578 in Q2 2019.
  • Funds reported $11.7B of Expeditors International stock for Q3 2019, down 6.2% quarter-over-quarter.
  • 48 funds opened new Expeditors International positions in Q3 2019 and 63 closed out, a net change of -15 holders.
  • The largest Expeditors International buyer in Q3 2019 was Mitsubishi UFJ Trust & Banking, an estimated $112M added.
  • The largest Expeditors International seller in Q3 2019 was APG Asset Management, an estimated $76.6M sold.

Based on aggregated 13F filings for Q3 2019.