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Expeditors International

756 hedge funds and large institutions have $15.7B invested in Expeditors International in 2022 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 291 increasing their positions, 265 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $20M

10% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 265

0.95% less ownership

Funds ownership: 91.89%90.95% (-0.95%)

3% less funds holding

Funds holding: 779756 (-23)

17% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 101

24% less capital invested

Capital invested by funds: $20.7B → $15.7B (-$5.02B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
756
Holders Change
-23
Holders Change %
-2.95%
% of All Funds
11.92%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
84
Increased
291
Reduced
265
Closed
101
Calls
$22.4M
Puts
$20M
Net Calls
+$2.47M
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
576
Bank Julius Baer & Co
Switzerland
$255K +$3.42K +31 +1%
DCM
577
Driehaus Capital Management
Illinois
$254K -$13.5K -122 -5%
RC
578
RegentAtlantic Capital
New Jersey
$253K +$270K +2,451 New
Members Trust
579
Members Trust
Florida
$251K +$268K +2,434 New
CWM
580
Congress Wealth Management
Massachusetts
$250K +$7.72K +70 +3%
SWP
581
Stratos Wealth Partners
Ohio
$249K +$3.31K +30 +1%
BRWA
582
B. Riley Wealth Advisors
Florida
$245K +$5.62K +51 +2%
CFA
583
CWS Financial Advisors
Michigan
$238K -$221 -2 -0.1%
V
584
Veritable
Delaware
$235K -$5.29K -48 -2%
Koshinski Asset Management
585
Koshinski Asset Management
Illinois
$234K +$2.54K +23 +1%
CCP
586
Corient Capital Partners
California
$232K -$15.4K -140 -6%
CA
587
Claro Advisors
Massachusetts
$227K
MFW
588
Meristem Family Wealth
Minnesota
$227K +$18.1K +164 +8%
SBH
589
Segall Bryant & Hamill
Illinois
$226K
BOM
590
Bank of Marin
California
$223K
PTC
591
Philadelphia Trust Company
Pennsylvania
$221K
Luther King Capital Management (LKCM)
592
Luther King Capital Management (LKCM)
Texas
$220K -$2.65K -24 -1%
PNC
593
Park National Corp
Ohio
$220K
TSS
594
Two Sigma Securities
New York
$218K +$233K +2,110 New
VWM
595
Venturi Wealth Management
Texas
$217K -$19.5K -177 -8%
PA
596
Profund Advisors
Maryland
$213K -$63.8K -579 -22%
SSW
597
Smith Shellnut Wilson
Mississippi
$213K +$4.3K +39 +2%
PWS
598
Precision Wealth Strategies
Missouri
$212K +$226K +2,053 New
ACM
599
Azimuth Capital Management
Michigan
$211K
TC
600
TwinBeech Capital
New York
$210K +$225K +2,039 New

EXPD Hedge Fund Activity: Q1 2022 in Review

756 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q1 2022, worth a combined $15.7B — down 24% from $20.7B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of EXPD and 84 opened new positions — a net loss of 17 holders — while 265 trimmed existing stakes and 291 added.

The largest buyer was BLS Capital Fondsmaeglerselskab, adding an estimated $103M. The largest seller was Loomis, Sayles & Company, cutting an estimated $226M.

  • 756 institutional investors held Expeditors International (EXPD) as of Q1 2022, down from 779 in Q4 2021.
  • Funds reported $15.7B of Expeditors International stock for Q1 2022, down 24% quarter-over-quarter.
  • 84 funds opened new Expeditors International positions in Q1 2022 and 101 closed out, a net change of -17 holders.
  • The largest Expeditors International buyer in Q1 2022 was BLS Capital Fondsmaeglerselskab, an estimated $103M added.
  • The largest Expeditors International seller in Q1 2022 was Loomis, Sayles & Company, an estimated $226M sold.

Based on aggregated 13F filings for Q1 2022.