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Expeditors International

779 hedge funds and large institutions have $20.7B invested in Expeditors International in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 282 increasing their positions, 241 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 47

85% more call options, than puts

Call options by funds: $36.8M | Put options by funds: $19.9M

17% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 241

12% more capital invested

Capital invested by funds: $18.4B → $20.7B (+$2.28B)

11% more funds holding

Funds holding: 703779 (+76)

0.85% more ownership

Funds ownership: 91.04%91.89% (+0.85%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
779
Holders Change
+76
Holders Change %
+10.81%
% of All Funds
11.99%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
133
Increased
282
Reduced
241
Closed
47
Calls
$36.8M
Puts
$19.9M
Net Calls
+$16.9M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SSW
576
Smith Shellnut Wilson
Mississippi
$272K +$9.02K +72 +4%
BIAS
577
Beacon Investment Advisory Services
New Jersey
$271K +$376 +3 +0.1%
AG
578
AIA Group
Hong Kong
$271K +$30.6K +244 +14%
WI
579
Wahed Invest
New York
$270K +$252K +2,012 New
JWBC
580
John W. Bristol & Co
New York
$269K
MSFS
581
Main Street Financial Solutions
Pennsylvania
$269K
MWM
582
Modera Wealth Management
New Jersey
$269K +$251K +2,003 New
HPM
583
Hudson Portfolio Management
New York
$268K -$3.13K -25 -1%
BF
584
BOK Financial
Oklahoma
$266K -$360K -2,872 -59%
CFG
585
Citizens Financial Group
Rhode Island
$266K
CT
586
Caldwell Trust
Florida
$261K
NL
587
NWAM LLC
Washington
$258K -$113K -903 -32%
MSS
588
Mitchell Sinkler & Starr
Pennsylvania
$257K
FAM
589
Fulcrum Asset Management
United Kingdom
$256K
PFBT
590
Parkside Financial Bank & Trust
Missouri
$254K +$205K +1,640 +636%
B
591
Barings
North Carolina
$253K -$32.6K -260 -12%
EI
592
Ellevest Inc
New York
$252K +$55.5K +443 +31%
Alyeska Investment Group
593
Alyeska Investment Group
Illinois
$252K +$235K +1,879 New
DTL
594
Dynamic Technology Lab
Singapore
$251K -$1.04M -8,282 -82%
SP
595
Successful Portfolios
Florida
$250K
SW
596
SVB Wealth
Massachusetts
$249K -$29.2K -233 -11%
BFS
597
Bradley Foster & Sargent
Connecticut
$247K
GT
598
Glenview Trust
Kentucky
$243K +$227K +1,812 New
NFC
599
Northeast Financial Consultants
Connecticut
$242K
CCA
600
Checchi Capital Advisers
California
$239K +$7.26K +58 +3%

EXPD Hedge Fund Activity: Q4 2021 in Review

779 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q4 2021, worth a combined $20.7B — up 12% from $18.4B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EXPD positions and 47 closed out — a net gain of 86 holders — while 282 added to existing stakes and 241 trimmed.

The largest buyer was BlackRock, adding an estimated $227M. The largest seller was Fiduciary Management Inc, exiting entirely with an estimated $173M sold.

  • 779 institutional investors held Expeditors International (EXPD) as of Q4 2021, up from 703 in Q3 2021.
  • Funds reported $20.7B of Expeditors International stock for Q4 2021, up 12% quarter-over-quarter.
  • 133 funds opened new Expeditors International positions in Q4 2021 and 47 closed out, a net change of +86 holders.
  • The largest Expeditors International buyer in Q4 2021 was BlackRock, an estimated $227M added.
  • The largest Expeditors International seller in Q4 2021 was Fiduciary Management Inc, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2021.