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Expeditors International

717 hedge funds and large institutions have $20B invested in Expeditors International in 2021 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 223 increasing their positions, 279 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $29M | Put options by funds: $12.6M

92% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 52

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

17% more capital invested

Capital invested by funds: $17B → $20B (+$2.93B)

6% more funds holding

Funds holding: 676717 (+41)

0.38% less ownership

Funds ownership: 93.85%93.47% (-0.38%)

20% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 279

Holders
717
Holders Change
+41
Holders Change %
+6.07%
% of All Funds
12.48%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.23%
New
100
Increased
223
Reduced
279
Closed
52
Calls
$29M
Puts
$12.6M
Net Calls
+$16.4M
Net Calls Change
+$8.02M
Name Holding Trade Value Shares
Change
Change in
Stake
EF
551
Empirical Finance
Pennsylvania
$256K +$239K +2,025 New
JWBC
552
John W. Bristol & Co
New York
$253K
MSFS
553
Main Street Financial Solutions
Pennsylvania
$253K
BIAS
554
Beacon Investment Advisory Services
New Jersey
$252K
CCP
555
Corient Capital Partners
California
$248K +$231K +1,959 New
AC
556
Allstate Corporation
Illinois
$247K -$120K -1,016 -34%
CT
557
Caldwell Trust
Florida
$246K
TRCT
558
Tower Research Capital (TRC)
New York
$245K -$4.37M -37,028 -95%
MSS
559
Mitchell Sinkler & Starr
Pennsylvania
$242K
SSW
560
Smith Shellnut Wilson
Mississippi
$242K
CFG
561
Citizens Financial Group
Rhode Island
$242K +$226K +1,913 New
SSG
562
Summit Securities Group
New York
$241K +$225K +1,906 New
CIBC Private Wealth Group
563
CIBC Private Wealth Group
Georgia
$239K -$210K -1,780 -49%
SP
564
Successful Portfolios
Florida
$236K -$3.54K -30 -2%
KPWS
565
Kestra Private Wealth Services
Texas
$235K -$11.6K -98 -5%
GLA
566
Great Lakes Advisors
Illinois
$234K +$218K +1,846 New
ACM
567
Azimuth Capital Management
Michigan
$234K +$218K +1,850 New
CC
568
Centiva Capital
New York
$233K +$218K +1,844 New
SIM
569
Sentry Investment Management
Wisconsin
$231K
IIM
570
Ipswich Investment Management
Massachusetts
$229K +$213K +1,805 New
NFC
571
Northeast Financial Consultants
Connecticut
$228K +$212K +1,800 New
WP
572
WealthShield Partners
North Carolina
$227K +$116K +982 +121%
DT
573
Diversified Trust
Tennessee
$225K +$210K +1,779 New
ALAM
574
Asahi Life Asset Management
Japan
$224K +$209K +1,770 New
SW
575
SVB Wealth
Massachusetts
$221K -$19.1K -162 -8%