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Expeditors International

751 hedge funds and large institutions have $15.9B invested in Expeditors International in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 269 increasing their positions, 268 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 51

19% more capital invested

Capital invested by funds: $13.3B → $15.9B (+$2.59B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 708751 (+43)

4.89% more ownership

Funds ownership: 91.85%96.74% (+4.9%)

0% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 268

64% less call options, than puts

Call options by funds: $8.18M | Put options by funds: $22.8M

Holders
751
Holders Change
+43
Holders Change %
+6.07%
% of All Funds
12.07%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
109
Increased
269
Reduced
268
Closed
51
Calls
$8.18M
Puts
$22.8M
Net Calls
-$14.7M
Net Calls Change
-$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
YMRC
551
Yorktown Management & Research Company
Virginia
$270K
KeyBank National Association
552
KeyBank National Association
Ohio
$269K +$309 +3 +0.1%
PFWA
553
Paces Ferry Wealth Advisors
Georgia
$266K -$721 -7 -0.3%
NL
554
NWAM LLC
Washington
$265K +$263K +2,552 New
AAS
555
Avantax Advisory Services
Texas
$265K +$263K +2,550 New
Luther King Capital Management (LKCM)
556
Luther King Capital Management (LKCM)
Texas
$264K +$261K +2,536 New
KFS
557
Kaizen Financial Strategies
California
$261K +$247K +2,400 New
SWP
558
Stratos Wealth Partners
Ohio
$261K +$4.02K +39 +2%
HA
559
Herold Advisors
New York
$260K
ONB
560
Old National Bancorp
Indiana
$259K -$12.3K -119 -5%
C
561
Covestor
United Kingdom
$259K +$22.6K +219 +10%
CFA
562
CWS Financial Advisors
Michigan
$258K +$5.15K +50 +2%
CBNLCF
563
Cognios Beta Neutral Large Cap Fund
Kansas
$257K +$255K +2,471 New
WI
564
Wintrust Investments
Illinois
$255K
FEG
565
Financial Enhancement Group
Indiana
$255K -$19.4K -188 -8%
TPWA
566
TRUE Private Wealth Advisors
Oregon
$251K +$1.44K +14 +0.6%
IIM
567
Ipswich Investment Management
Massachusetts
$247K
BRWA
568
B. Riley Wealth Advisors
Florida
$243K -$19.5K -189 -7%
BFG
569
Bleakley Financial Group
New Jersey
$242K +$240K +2,330 New
V
570
Veritable
Delaware
$239K +$237K +2,296 New
FI
571
Financial Insights
Washington
$238K
LTI
572
Laffer Tengler Investments
Tennessee
$234K +$232K +2,253 New
ACIM
573
Azimuth Capital Investment Management
Michigan
$234K -$20.6K -200 -8%
SCM
574
Stevens Capital Management
Pennsylvania
$232K -$137K -1,326 -37%
Koshinski Asset Management
575
Koshinski Asset Management
Illinois
$230K +$229K +2,217 New