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Expeditors International
EXPD

600 hedge funds and large institutions have $12.3B invested in Expeditors International in 2019 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 219 increasing their positions, 207 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

638% more call options, than puts

Call options by funds: $61.4M | Put options by funds: $8.32M

147% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 34

7% more funds holding

Funds holding: 563 → 600 (+37)

5% more capital invested

Capital invested by funds: $11.7B → $12.3B (+$600M)

6% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 207

0.06% more ownership

Funds ownership: 92.49% → 92.55% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
600
Holders Change
+37
Holders Change %
+6.57%
% of All Funds
11.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
84
Increased
219
Reduced
207
Closed
34
Calls
$61.4M
Puts
$8.32M
Net Calls
+$53.1M
Net Calls Change
+$51M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$95.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$83.7M
3
Parnassus Investments
Parnassus Investments
California
+$54.5M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$33.4M
5
Goldman Sachs
Goldman Sachs
New York
+$31.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$92.5M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$74.2M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
-$61.8M
4
Invesco
Invesco
Georgia
-$39.1M
5
STA
Summit Trail Advisors
New York
-$29.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
576
Sowa Financial Group
Rhode Island
$3K +$2.7K +36 New
OSAM
577
O'Shaughnessy Asset Management
Connecticut
$3K +$3.07K +41 New
TFA
578
Toth Financial Advisory
Virginia
$2K -$29K -387 -94%
GWM
579
Geneos Wealth Management
Colorado
$2K -$8.47K -113 -77%
Fidelity International
580
Fidelity International
Bermuda
$2K – – –
WWM
581
Willingdon Wealth Management
North Carolina
$2K – – –
TFO
582
Tarbox Family Office
California
$2K +$225 +3 +13%
IFAM
583
Institutional & Family Asset Management
Colorado
$2K +$1.12K +15 +100%
SQA
584
Simon Quick Advisors
New Jersey
$2K +$2.02K +27 New
SIC
585
Samalin Investment Counsel
New York
$2K +$2.47K +33 New
ED
586
Exane Derivatives
France
$1.58K – – –
PWMG
587
Prestige Wealth Management Group
New Jersey
$1K -$974 -13 -42%
APC
588
Aspire Private Capital
North Carolina
$1K – – –
GWS
589
Glassman Wealth Services
Virginia
$1K +$225 +3 +50%
AS
590
Altshuler Shaham
Israel
$1K +$300 +4 +100%
BL
591
Balentine LLC
Georgia
$1K +$300 +4 +50%
CA
592
CXI Advisors
Indiana
$1K +$674 +9 New
FPFS
593
First Personal Financial Services
North Carolina
$1K +$824 +11 New
WCM
594
Wealthcare Capital Management
Virginia
$1K +$899 +12 New
HR
595
Howe & Rusling
New York
$1K +$1.2K +16 New
HWA
596
Heritage Wealth Advisors
Virginia
$858 +$824 +11 New
NIM
597
Nicollet Investment Management
Minnesota
$854 +$2.85K +38 +0.3%
STA
598
Summit Trail Advisors
New York
– -$29.7M -400,009 Closed
Balyasny Asset Management
599
Balyasny Asset Management
Illinois
– -$12.6M -169,474 Closed
WI
600
WBI Investments
New Jersey
– -$4.65M -62,622 Closed
22 23
24
25 26

EXPD Hedge Fund Activity: Q4 2019 in Review

600 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q4 2019, worth a combined $12.3B — up 5.1% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new EXPD positions and 34 closed out — a net gain of 50 holders — while 219 added to existing stakes and 207 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $95.6M. The largest seller was BlackRock, cutting an estimated $92.5M.

  • 600 institutional investors held Expeditors International (EXPD) as of Q4 2019, up from 563 in Q3 2019.
  • Funds reported $12.3B of Expeditors International stock for Q4 2019, up 5.1% quarter-over-quarter.
  • 84 funds opened new Expeditors International positions in Q4 2019 and 34 closed out, a net change of +50 holders.
  • The largest Expeditors International buyer in Q4 2019 was Boston Partners, an estimated $95.6M added.
  • The largest Expeditors International seller in Q4 2019 was BlackRock, an estimated $92.5M sold.

Based on aggregated 13F filings for Q4 2019.