We are live on ! Find out more
EXPD icon

Expeditors International

666 hedge funds and large institutions have $15.1B invested in Expeditors International in 2020 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 248 increasing their positions, 230 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 57

42% more call options, than puts

Call options by funds: $18M | Put options by funds: $12.7M

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

6% more capital invested

Capital invested by funds: $14.2B → $15.1B (+$853M)

5% more funds holding

Funds holding: 633666 (+33)

8% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 230

0.86% less ownership

Funds ownership: 93.75%92.89% (-0.86%)

Holders
666
Holders Change
+33
Holders Change %
+5.21%
% of All Funds
11.79%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
96
Increased
248
Reduced
230
Closed
57
Calls
$18M
Puts
$12.7M
Net Calls
+$5.32M
Net Calls Change
+$3.31M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
551
Next Financial Group
Texas
$115K +$1.73K +19 +2%
FTDI
552
First Trust Direct Indexing
Massachusetts
$111K +$106K +1,165 New
PWPS
553
Pinnacle Wealth Planning Services
Ohio
$107K +$103K +1,127 New
AS
554
Altshuler Shaham
Israel
$103K -$29.7K -326 -23%
GRP
555
Global Retirement Partners
California
$102K -$4.1K -45 -4%
COCM
556
Charter Oak Capital Management
New Hampshire
$95K +$91.1K +1,000 New
FF
557
FourThought Financial
Florida
$95K +$91.6K +1,006 New
HDIM
558
Hanson & Doremus Investment Management
Vermont
$93K +$24.1K +265 +37%
BAM
559
Bellevue Asset Management
Washington
$91K
ARMC
560
American Research & Management Company
Massachusetts
$88K
JWM
561
Janiczek Wealth Management
Colorado
$78K +$56.7K +623 +313%
WB
562
Webster Bank
Connecticut
$76K
HFM
563
Harvest Fund Management
China
$71K
WTC
564
WhitTier Trust Company
Nevada
$71K
CM
565
Capula Management
Cayman Islands
$65K +$61.9K +680 New
TCM
566
Tradewinds Capital Management
Washington
$61K
T
567
TOBAM
France
$51K -$23.3K -256 -32%
GLLW
568
Graves Light Lenhart Wealth
Virginia
$51K +$49.3K +541 New
EI
569
Ellevest Inc
New York
$50K +$8.65K +95 +22%
TIM
570
Tortoise Investment Management
New York
$50K +$48.2K +529 New
DAM
571
Delta Asset Management
Tennessee
$48K
CFO
572
CVA Family Office
Colorado
$46K -$27.1K -298 -38%
TPCW
573
TD Private Client Wealth
New York
$44.1K +$547 +6 +1%
H
574
Hexavest
Quebec, Canada
$44K +$30.8K +338 +279%
First Manhattan
575
First Manhattan
New York
$43K

EXPD Hedge Fund Activity: Q4 2020 in Review

666 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q4 2020, worth a combined $15.1B — up 6% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new EXPD positions and 57 closed out — a net gain of 39 holders — while 248 added to existing stakes and 230 trimmed.

The largest buyer was BlackRock, adding an estimated $202M. The largest seller was Loomis, Sayles & Company, cutting an estimated $90.6M.

  • 666 institutional investors held Expeditors International (EXPD) as of Q4 2020, up from 633 in Q3 2020.
  • Funds reported $15.1B of Expeditors International stock for Q4 2020, up 6% quarter-over-quarter.
  • 96 funds opened new Expeditors International positions in Q4 2020 and 57 closed out, a net change of +39 holders.
  • The largest Expeditors International buyer in Q4 2020 was BlackRock, an estimated $202M added.
  • The largest Expeditors International seller in Q4 2020 was Loomis, Sayles & Company, an estimated $90.6M sold.

Based on aggregated 13F filings for Q4 2020.