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Expeditors International

703 hedge funds and large institutions have $18.4B invested in Expeditors International in 2021 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 258 increasing their positions, 253 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 253

1% less call options, than puts

Call options by funds: $17.9M | Put options by funds: $18M

4% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 76

2% less funds holding

Funds holding: 717703 (-14)

2.43% less ownership

Funds ownership: 93.47%91.04% (-2.4%)

8% less capital invested

Capital invested by funds: $20B → $18.4B (-$1.54B)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
703
Holders Change
-14
Holders Change %
-1.95%
% of All Funds
12.31%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.18%
New
73
Increased
258
Reduced
253
Closed
76
Calls
$17.9M
Puts
$18M
Net Calls
-$168K
Net Calls Change
-$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HBT
576
Hills Bank & Trust
Iowa
$195K
SIM
577
Sentry Investment Management
Wisconsin
$190K -$29K -232 -13%
CIP
578
Convergence Investment Partners
Florida
$189K +$199K +1,586 New
EI
579
Ellevest Inc
New York
$171K +$32.7K +261 +22%
HCP
580
Hexagon Capital Partners
Arkansas
$164K +$2.38K +19 +1%
LS
581
Livforsakringsbolaget Skandia
Sweden
$163K
DCM
582
Dupont Capital Management
Delaware
$160K -$163K -1,301 -49%
BIA
583
Bell Investment Advisors
California
$138K +$145K +1,161 New
AP
584
Arlington Partners
Alabama
$134K +$141K +1,123 New
Bessemer Group
585
Bessemer Group
New Jersey
$133K
TCM
586
Tradewinds Capital Management
Washington
$127K
WTC
587
WhitTier Trust Company
Nevada
$123K +$17.8K +142 +16%
COCM
588
Charter Oak Capital Management
New Hampshire
$119K
FGAM
589
Financial Gravity Asset Management
Texas
$119K
WA
590
WestEnd Advisors
North Carolina
$119K
GRP
591
Global Retirement Partners
California
$111K -$10.9K -87 -9%
MUMSS
592
Mitsubishi UFJ Morgan Stanley Securities
Japan
$106K +$46.3K +370 +71%
CI
593
CX Institutional
Indiana
$104K -$23K -184 -17%
ARMC
594
American Research & Management Company
Massachusetts
$104K
FA
595
Fortis Advisors
Pennsylvania
$100K
FCA
596
FinTrust Capital Advisors
South Carolina
$94K -$20.2K -161 -17%
AIC
597
Archer Investment Corporation
Indiana
$94K
Bank Julius Baer & Co
598
Bank Julius Baer & Co
Switzerland
$93K -$92.1K -736 -48%
JWM
599
Janiczek Wealth Management
Colorado
$85K -$501 -4 -0.6%
HFM
600
Harvest Fund Management
China
$85K

EXPD Hedge Fund Activity: Q3 2021 in Review

703 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q3 2021, worth a combined $18.4B — down 7.7% from $20B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of EXPD and 73 opened new positions — a net loss of 3 holders — while 253 trimmed existing stakes and 258 added.

The largest buyer was Amundi, adding an estimated $62.5M. The largest seller was Loomis, Sayles & Company, cutting an estimated $212M.

  • 703 institutional investors held Expeditors International (EXPD) as of Q3 2021, down from 717 in Q2 2021.
  • Funds reported $18.4B of Expeditors International stock for Q3 2021, down 7.7% quarter-over-quarter.
  • 73 funds opened new Expeditors International positions in Q3 2021 and 76 closed out, a net change of -3 holders.
  • The largest Expeditors International buyer in Q3 2021 was Amundi, an estimated $62.5M added.
  • The largest Expeditors International seller in Q3 2021 was Loomis, Sayles & Company, an estimated $212M sold.

Based on aggregated 13F filings for Q3 2021.