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Expeditors International

666 hedge funds and large institutions have $15.1B invested in Expeditors International in 2020 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 248 increasing their positions, 230 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 57

42% more call options, than puts

Call options by funds: $18M | Put options by funds: $12.7M

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

6% more capital invested

Capital invested by funds: $14.2B → $15.1B (+$853M)

5% more funds holding

Funds holding: 633666 (+33)

8% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 230

0.86% less ownership

Funds ownership: 93.75%92.89% (-0.86%)

Holders
666
Holders Change
+33
Holders Change %
+5.21%
% of All Funds
11.79%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
96
Increased
248
Reduced
230
Closed
57
Calls
$18M
Puts
$12.7M
Net Calls
+$5.32M
Net Calls Change
+$3.31M
Name Holding Trade Value Shares
Change
Change in
Stake
VCG
576
Vantage Consulting Group
Virginia
$42K +$40.3K +442 New
CIA
577
CSat Investment Advisory
Michigan
$40K -$66.7K -732 -63%
KFI
578
Key Financial Inc
Pennsylvania
$39K +$36.9K +405 New
IAIM
579
International Assets Investment Management
Florida
$38K +$36K +395 New
QCG
580
Quadrant Capital Group
Ohio
$37K +$1.27K +14 +4%
HPC
581
HM Payson & Co
Maine
$36K +$3.1K +34 +10%
PCM
582
Penserra Capital Management
California
$33K -$72.3K -794 -69%
BCA
583
Berman Capital Advisors
Georgia
$33K +$2.19K +24 +7%
ADIM
584
Alpha DNA Investment Management
Maryland
$33K +$32.2K +354 New
PP
585
PrairieView Partners
Minnesota
$32K
PWM
586
Perigon Wealth Management
California
$32K +$30.3K +333 New
HNB
587
Huntington National Bank
Ohio
$30K -$273 -3 -0.9%
CHA
588
Carmichael Hill & Associates
Maryland
$30K
IA
589
IFP Advisors
Florida
$29K -$7.47K -82 -21%
EFSCE
590
Enterprise Financial Services Corp (EFSC)
Missouri
$28K
Kayne Anderson Rudnick Investment Management
591
Kayne Anderson Rudnick Investment Management
California
$25K +$1.64K +18 +7%
RPWA
592
Regent Peak Wealth Advisors
Georgia
$24K +$22.9K +251 New
HFS
593
HBC Financial Services
Washington
$21K +$91 +1 +0.4%
ZB
594
Zions Bancorporation
Utah
$19K -$911 -10 -5%
AF
595
Advisornet Financial
Minnesota
$19K
EARNEST Partners
596
EARNEST Partners
Georgia
$19K
SL
597
Savior LLC
Massachusetts
$19K
GWS
598
Glassman Wealth Services
Virginia
$19K +$729 +8 +4%
PFBT
599
Parkside Financial Bank & Trust
Missouri
$19K +$1.91K +21 +12%
FAM
600
Fred Alger Management
New York
$19K +$17.9K +197 New

EXPD Hedge Fund Activity: Q4 2020 in Review

666 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q4 2020, worth a combined $15.1B — up 6% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new EXPD positions and 57 closed out — a net gain of 39 holders — while 248 added to existing stakes and 230 trimmed.

The largest buyer was BlackRock, adding an estimated $202M. The largest seller was Loomis, Sayles & Company, cutting an estimated $90.6M.

  • 666 institutional investors held Expeditors International (EXPD) as of Q4 2020, up from 633 in Q3 2020.
  • Funds reported $15.1B of Expeditors International stock for Q4 2020, up 6% quarter-over-quarter.
  • 96 funds opened new Expeditors International positions in Q4 2020 and 57 closed out, a net change of +39 holders.
  • The largest Expeditors International buyer in Q4 2020 was BlackRock, an estimated $202M added.
  • The largest Expeditors International seller in Q4 2020 was Loomis, Sayles & Company, an estimated $90.6M sold.

Based on aggregated 13F filings for Q4 2020.