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Expeditors International
EXPD

513 hedge funds and large institutions have $8.19B invested in Expeditors International in 2016 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 190 increasing their positions, 218 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

6% more capital invested

Capital invested by funds: $7.76B → $8.19B (+$436M)

6% less call options, than puts

Call options by funds: $25M | Put options by funds: $26.7M

5% less funds holding

Funds holding: 540 → 513 (-27)

13% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 218

31% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 70

Holders
513
Holders Change
-27
Holders Change %
-5%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
48
Increased
190
Reduced
218
Closed
70
Calls
$25M
Puts
$26.7M
Net Calls
-$1.67M
Net Calls Change
+$11.9M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$105M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$98.7M
3
CWAM
Columbia Wanger Asset Management
Illinois
+$42.7M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$40.6M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$40.4M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$63.8M
2
JSP
Jackson Square Partners
California
-$36.1M
3
AWM
Ashmore Wealth Management
Delaware
-$35.5M
4
IVA
International Value Advisers
-$27M
5
Macquarie Group
Macquarie Group
Australia
-$24.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
576
Burt Wealth Advisors
Maryland
– -$2K -61 Closed
HW
577
Hedeker Wealth
Illinois
– -$2K -55 Closed
FPFS
578
First Personal Financial Services
North Carolina
– -$2K -45 Closed
KCPG
579
Kavar Capital Partners Group
Kansas
– -$1K -35 Closed
LWA
580
Lenox Wealth Advisors
New York
– -$1K -32 Closed
GWM
581
Gupta Wealth Management
California
– -$1K -23 Closed
20 21 22 23
24

EXPD Hedge Fund Activity: Q1 2016 in Review

513 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q1 2016, worth a combined $8.19B — up 5.6% from $7.76B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of EXPD and 48 opened new positions — a net loss of 22 holders — while 218 trimmed existing stakes and 190 added.

The largest buyer was Select Equity Group, adding an estimated $105M. The largest seller was Jennison Associates, exiting entirely with an estimated $63.8M sold.

  • 513 institutional investors held Expeditors International (EXPD) as of Q1 2016, down from 540 in Q4 2015.
  • Funds reported $8.19B of Expeditors International stock for Q1 2016, up 5.6% quarter-over-quarter.
  • 48 funds opened new Expeditors International positions in Q1 2016 and 70 closed out, a net change of -22 holders.
  • The largest Expeditors International buyer in Q1 2016 was Select Equity Group, an estimated $105M added.
  • The largest Expeditors International seller in Q1 2016 was Jennison Associates, an estimated $63.8M sold.

Based on aggregated 13F filings for Q1 2016.