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Expeditors International

766 hedge funds and large institutions have $16.4B invested in Expeditors International in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 268 increasing their positions, 265 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 69

2% more funds holding

Funds holding: 751766 (+15)

1.19% more ownership

Funds ownership: 96.74%97.92% (+1.2%)

3% more capital invested

Capital invested by funds: $15.9B → $16.4B (+$537M)

1% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 265

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

74% less call options, than puts

Call options by funds: $9.85M | Put options by funds: $37.5M

Holders
766
Holders Change
+15
Holders Change %
+2%
% of All Funds
12.21%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
98
Increased
268
Reduced
265
Closed
69
Calls
$9.85M
Puts
$37.5M
Net Calls
-$27.7M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
551
Luther King Capital Management (LKCM)
Texas
$279K
PFWA
552
Paces Ferry Wealth Advisors
Georgia
$277K -$4.24K -39 -2%
BRWA
553
B. Riley Wealth Advisors
Florida
$275K +$17.2K +158 +7%
HA
554
Herold Advisors
New York
$275K
WI
555
Wintrust Investments
Illinois
$270K
CT
556
Chicago Trust
Illinois
$269K +$265K +2,442 New
SPC
557
Sigma Planning Corp
Michigan
$267K +$263K +2,425 New
TPWA
558
TRUE Private Wealth Advisors
Oregon
$266K
BFG
559
Bleakley Financial Group
New Jersey
$265K +$8.14K +75 +3%
ONB
560
Old National Bancorp
Indiana
$261K -$14.2K -131 -5%
KeyBank National Association
561
KeyBank National Association
Ohio
$261K -$24.1K -222 -9%
AAS
562
Avantax Advisory Services
Texas
$260K -$20.3K -187 -7%
SAM
563
Storebrand Asset Management
Norway
$260K -$1.9M -17,525 -88%
V
564
Veritable
Delaware
$259K +$6.41K +59 +3%
KFS
565
Kaizen Financial Strategies
California
$258K -$6.51K -60 -3%
SW
566
SkyOak Wealth
Michigan
$257K +$18.2K +168 +8%
IIM
567
Ipswich Investment Management
Massachusetts
$255K -$6.51K -60 -3%
FI
568
Financial Insights
Washington
$253K
AG
569
Algert Global
California
$249K -$836K -7,700 -77%
FCP
570
Fidelis Capital Partners
Florida
$249K +$230K +2,116 New
HPC
571
HM Payson & Co
Maine
$249K -$56.7K -522 -19%
LTI
572
Laffer Tengler Investments
Tennessee
$248K
ACIM
573
Azimuth Capital Investment Management
Michigan
$248K
Koshinski Asset Management
574
Koshinski Asset Management
Illinois
$247K +$2.61K +24 +1%
C
575
Covestor
United Kingdom
$246K -$27.8K -256 -10%

EXPD Hedge Fund Activity: Q1 2023 in Review

766 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q1 2023, worth a combined $16.4B — up 3.4% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new EXPD positions and 69 closed out — a net gain of 29 holders — while 268 added to existing stakes and 265 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $233M. The largest seller was First Trust Advisors, cutting an estimated $196M.

  • 766 institutional investors held Expeditors International (EXPD) as of Q1 2023, up from 751 in Q4 2022.
  • Funds reported $16.4B of Expeditors International stock for Q1 2023, up 3.4% quarter-over-quarter.
  • 98 funds opened new Expeditors International positions in Q1 2023 and 69 closed out, a net change of +29 holders.
  • The largest Expeditors International buyer in Q1 2023 was Envestnet Asset Management, an estimated $233M added.
  • The largest Expeditors International seller in Q1 2023 was First Trust Advisors, an estimated $196M sold.

Based on aggregated 13F filings for Q1 2023.