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Expeditors International

756 hedge funds and large institutions have $15.7B invested in Expeditors International in 2022 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 291 increasing their positions, 265 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $20M

10% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 265

0.95% less ownership

Funds ownership: 91.89%90.95% (-0.95%)

3% less funds holding

Funds holding: 779756 (-23)

17% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 101

24% less capital invested

Capital invested by funds: $20.7B → $15.7B (-$5.02B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
756
Holders Change
-23
Holders Change %
-2.95%
% of All Funds
11.92%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
84
Increased
291
Reduced
265
Closed
101
Calls
$22.4M
Puts
$20M
Net Calls
+$2.47M
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
551
Merriman Wealth Management
Washington
$296K -$114K -1,031 -26%
IA
552
IndexIQ Advisors
New York
$294K +$2.32K +21 +0.7%
1WA
553
180 Wealth Advisors
Washington
$289K
BP
554
Ballentine Partners
Massachusetts
$285K +$20.5K +186 +7%
PAS
555
Park Avenue Securities
New York
$283K +$108K +975 +55%
CG
556
Caprock Group
Idaho
$280K +$20K +181 +7%
PHIC
557
Pine Haven Investment Counsel
Massachusetts
$279K
DA
558
Denali Advisors
California
$279K +$265K +2,400 +800%
Bessemer Group
559
Bessemer Group
New Jersey
$278K -$2.98K -27 -1%
FIM
560
Fruth Investment Management
Texas
$278K
IAIM
561
Industrial Alliance Investment Management
Quebec, Canada
$278K +$297K +2,695 New
SM
562
Sciencast Management
New Jersey
$277K -$1.15M -10,423 -78%
MGP
563
Metis Global Partners
California
$276K +$132K +1,197 +81%
IRF
564
IBM Retirement Fund
New York
$275K -$14.7K -133 -5%
ONB
565
Old National Bancorp
Indiana
$274K -$1.1K -10 -0.4%
WAM
566
WNY Asset Management
New York
$274K +$331 +3 +0.1%
AG
567
AIA Group
Hong Kong
$273K +$69.5K +630 +31%
FEG
568
Financial Enhancement Group
Indiana
$271K -$55.1K -500 -16%
EI
569
Ellevest Inc
New York
$271K +$81.9K +743 +40%
APP
570
Alpha Paradigm Partners
Illinois
$267K -$93.7K -850 -25%
PFWA
571
Paces Ferry Wealth Advisors
Georgia
$266K -$61.4K -557 -18%
TPWA
572
TRUE Private Wealth Advisors
Oregon
$265K
AG
573
AlphaSimPlex Group
Massachusetts
$259K -$61.3K -556 -18%
IIM
574
Ipswich Investment Management
Massachusetts
$257K
APA
575
American Portfolios Advisors
New York
$255K -$78.4K -711 -22%

EXPD Hedge Fund Activity: Q1 2022 in Review

756 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q1 2022, worth a combined $15.7B — down 24% from $20.7B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of EXPD and 84 opened new positions — a net loss of 17 holders — while 265 trimmed existing stakes and 291 added.

The largest buyer was BLS Capital Fondsmaeglerselskab, adding an estimated $103M. The largest seller was Loomis, Sayles & Company, cutting an estimated $226M.

  • 756 institutional investors held Expeditors International (EXPD) as of Q1 2022, down from 779 in Q4 2021.
  • Funds reported $15.7B of Expeditors International stock for Q1 2022, down 24% quarter-over-quarter.
  • 84 funds opened new Expeditors International positions in Q1 2022 and 101 closed out, a net change of -17 holders.
  • The largest Expeditors International buyer in Q1 2022 was BLS Capital Fondsmaeglerselskab, an estimated $103M added.
  • The largest Expeditors International seller in Q1 2022 was Loomis, Sayles & Company, an estimated $226M sold.

Based on aggregated 13F filings for Q1 2022.