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Expeditors International

703 hedge funds and large institutions have $18.4B invested in Expeditors International in 2021 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 258 increasing their positions, 253 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 253

1% less call options, than puts

Call options by funds: $17.9M | Put options by funds: $18M

4% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 76

2% less funds holding

Funds holding: 717703 (-14)

2.43% less ownership

Funds ownership: 93.47%91.04% (-2.4%)

8% less capital invested

Capital invested by funds: $20B → $18.4B (-$1.54B)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
703
Holders Change
-14
Holders Change %
-1.95%
% of All Funds
12.31%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.18%
New
73
Increased
258
Reduced
253
Closed
76
Calls
$17.9M
Puts
$18M
Net Calls
-$168K
Net Calls Change
-$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
551
SVB Wealth
Massachusetts
$249K +$43.2K +345 +20%
SDIC
552
South Dakota Investment Council
South Dakota
$245K
ACM
553
AlphaStar Capital Management
North Carolina
$245K +$256K +2,043 New
MFW
554
Meristem Family Wealth
Minnesota
$243K +$255K +2,040 New
HPM
555
Hudson Portfolio Management
New York
$241K -$103K -825 -29%
BIAS
556
Beacon Investment Advisory Services
New Jersey
$240K +$3.38K +27 +1%
CFG
557
Citizens Financial Group
Rhode Island
$239K +$12K +96 +5%
JWBC
558
John W. Bristol & Co
New York
$238K
MSFS
559
Main Street Financial Solutions
Pennsylvania
$238K
SSW
560
Smith Shellnut Wilson
Mississippi
$232K +$4.63K +37 +2%
CT
561
Caldwell Trust
Florida
$231K
MSS
562
Mitchell Sinkler & Starr
Pennsylvania
$228K
SP
563
Successful Portfolios
Florida
$222K
ACM
564
Azimuth Capital Management
Michigan
$220K
BFS
565
Bradley Foster & Sargent
Connecticut
$220K +$17.9K +143 +8%
ETC
566
Exchange Traded Concepts
Oklahoma
$215K -$626K -5,003 -74%
NFC
567
Northeast Financial Consultants
Connecticut
$214K
AG
568
AIA Group
Hong Kong
$211K +$222K +1,772 New
KPWS
569
Kestra Private Wealth Services
Texas
$210K -$12.5K -100 -5%
CWM
570
Connecticut Wealth Management
Connecticut
$208K -$376 -3 -0.2%
CCA
571
Checchi Capital Advisers
California
$205K +$3.5K +28 +2%
OSAM
572
O'Shaughnessy Asset Management
Connecticut
$204K +$1.25K +10 +0.6%
WI
573
Wintrust Investments
Illinois
$202K
BAM
574
Berkshire Asset Management
Pennsylvania
$202K +$4.76K +38 +2%
VWA
575
V Wealth Advisors
Kansas
$202K +$212K +1,694 New

EXPD Hedge Fund Activity: Q3 2021 in Review

703 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q3 2021, worth a combined $18.4B — down 7.7% from $20B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of EXPD and 73 opened new positions — a net loss of 3 holders — while 253 trimmed existing stakes and 258 added.

The largest buyer was Amundi, adding an estimated $62.5M. The largest seller was Loomis, Sayles & Company, cutting an estimated $212M.

  • 703 institutional investors held Expeditors International (EXPD) as of Q3 2021, down from 717 in Q2 2021.
  • Funds reported $18.4B of Expeditors International stock for Q3 2021, down 7.7% quarter-over-quarter.
  • 73 funds opened new Expeditors International positions in Q3 2021 and 76 closed out, a net change of -3 holders.
  • The largest Expeditors International buyer in Q3 2021 was Amundi, an estimated $62.5M added.
  • The largest Expeditors International seller in Q3 2021 was Loomis, Sayles & Company, an estimated $212M sold.

Based on aggregated 13F filings for Q3 2021.