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Expeditors International
EXPD

620 hedge funds and large institutions have $11.9B invested in Expeditors International in 2020 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 214 increasing their positions, 214 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 44

17% more call options, than puts

Call options by funds: $26.1M | Put options by funds: $22.4M

16% more capital invested

Capital invested by funds: $10.3B → $11.9B (+$1.62B)

8% more funds holding

Funds holding: 576 → 620 (+44)

1.7% more ownership

Funds ownership: 92.61% → 94.3% (+1.7%)

0% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 214

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
620
Holders Change
+44
Holders Change %
+7.64%
% of All Funds
12.71%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
92
Increased
214
Reduced
214
Closed
44
Calls
$26.1M
Puts
$22.4M
Net Calls
+$3.72M
Net Calls Change
+$3.82M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$134M
2
AL
AJO LP
Pennsylvania
+$97M
3
Invesco
Invesco
Georgia
+$78.2M
4
Wells Fargo
Wells Fargo
California
+$61.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$56.1M

Top Sellers

1
BCF
BLS Capital Fondsmaeglerselskab
Denmark
-$123M
2
FMI
Fiduciary Management Inc
Wisconsin
-$103M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$82.4M
4
Parnassus Investments
Parnassus Investments
California
-$79.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$68.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
576
Sargent Bickham Lagudis
Colorado
$11K – – –
SWM
577
Sugarloaf Wealth Management
Georgia
$11K – – –
CFB
578
Cullen/Frost Bankers
Texas
$11K +$11K +151 New
JFA
579
JNBA Financial Advisors
Minnesota
$10K – – –
RWA
580
Ropes Wealth Advisors
Massachusetts
$10K +$9.28K +127 New
RA
581
Rational Advisors
New York
$9K -$313K -4,281 -97%
H
582
Hexavest
Quebec, Canada
$9K – – –
JSC
583
Jackson Square Capital
California
$9K – – –
OSAM
584
O'Shaughnessy Asset Management
Connecticut
$9K +$8.26K +113 New
EWA
585
Evolution Wealth Advisors
Florida
$9K +$8.69K +119 New
LC
586
Lindbrook Capital
California
$8K -$2.48K -34 -24%
BFEC
587
Benjamin F. Edwards & Company
Missouri
$8K -$1.39K -19 -15%
SLF
588
Sun Life Financial
Ontario, Canada
$8K -$73 -1 -1%
PAG
589
Private Advisor Group
New Jersey
$8K +$7.6K +104 New
CFN
590
Cordasco Financial Network
Florida
$7K – – –
GAM
591
Gemmer Asset Management
California
$7K – – –
PB
592
Pinnacle Bancorp
Nebraska
$7K – – –
TFGT
593
TS Financial Group (TSFG)
Illinois
$7K – – –
AWA
594
Arkadios Wealth Advisors
Georgia
$5.55K – – –
BC
595
Bartlett & Co
Ohio
$5K – – –
CAC
596
Certified Advisory Corp
Florida
$5K – – –
FHA
597
First Horizon Advisors
Tennessee
$5K – – –
HIM
598
Hillsdale Investment Management
Ontario, Canada
$5K +$4.38K +60 New
BCWM
599
Bartlett & Co Wealth Management
Ohio
$4.87K – – –
VCM
600
Versant Capital Management
Arizona
$4K -$365 -5 -8%
22 23
24
25 26

EXPD Hedge Fund Activity: Q2 2020 in Review

620 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q2 2020, worth a combined $11.9B — up 16% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new EXPD positions and 44 closed out — a net gain of 48 holders — while 214 added to existing stakes and 214 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $134M. The largest seller was BLS Capital Fondsmaeglerselskab, cutting an estimated $123M.

  • 620 institutional investors held Expeditors International (EXPD) as of Q2 2020, up from 576 in Q1 2020.
  • Funds reported $11.9B of Expeditors International stock for Q2 2020, up 16% quarter-over-quarter.
  • 92 funds opened new Expeditors International positions in Q2 2020 and 44 closed out, a net change of +48 holders.
  • The largest Expeditors International buyer in Q2 2020 was Nordea Investment Management, an estimated $134M added.
  • The largest Expeditors International seller in Q2 2020 was BLS Capital Fondsmaeglerselskab, an estimated $123M sold.

Based on aggregated 13F filings for Q2 2020.