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Expeditors International

766 hedge funds and large institutions have $16.4B invested in Expeditors International in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 268 increasing their positions, 265 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 69

2% more funds holding

Funds holding: 751766 (+15)

1.19% more ownership

Funds ownership: 96.74%97.92% (+1.2%)

3% more capital invested

Capital invested by funds: $15.9B → $16.4B (+$537M)

1% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 265

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

74% less call options, than puts

Call options by funds: $9.85M | Put options by funds: $37.5M

Holders
766
Holders Change
+15
Holders Change %
+2%
% of All Funds
12.21%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
98
Increased
268
Reduced
265
Closed
69
Calls
$9.85M
Puts
$37.5M
Net Calls
-$27.7M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
T
576
TRUADVICE
Florida
$245K +$233K +2,149 New
CAM
577
Cresset Asset Management
Illinois
$243K +$239K +2,203 New
ECP
578
Epacria Capital Partners
Colorado
$242K
SWP
579
Stratos Wealth Partners
Ohio
$241K -$35.1K -323 -13%
NVCHI
580
New Vernon Capital Holdings II
New Jersey
$239K +$1.85K +17 +0.8%
BOM
581
Bank of Marin
California
$238K
GCWM
582
Graham Capital Wealth Management
District of Columbia
$238K +$23.5K +216 New
SSW
583
Smith Shellnut Wilson
Mississippi
$237K
RL
584
Retireful LLC
Michigan
$236K +$233K +2,145 New
SIA
585
Soltis Investment Advisors
Utah
$231K -$2.5K -23 -1%
CF
586
Copperwynd Financial
Arizona
$226K +$223K +2,051 New
S
587
SimplyRich
California
$225K +$222K +2,045 New
CFA
588
CWS Financial Advisors
Michigan
$225K -$37.9K -349 -15%
WI
589
Wahed Invest
New York
$224K +$1.74K +16 +0.8%
CCIA
590
Campbell & Co Investment Adviser
Maryland
$223K +$220K +2,023 New
CAG
591
Csenge Advisory Group
Florida
$222K +$219K +2,018 New
BFM
592
Boothbay Fund Management
New York
$221K +$218K +2,009 New
Bessemer Group
593
Bessemer Group
New Jersey
$221K -$116K -1,065 -35%
JWBC
594
John W. Bristol & Co
New York
$220K
JF
595
Jump Financial
Illinois
$216K +$213K +1,964 New
WPC
596
Wedmont Private Capital
Pennsylvania
$215K +$326 +3 +0.2%
CT
597
Caldwell Trust
Florida
$214K
CI
598
Cigna Investments
Connecticut
$213K -$7.49K -69 -3%
FMAEN1
599
Fund Management at Engine No 1
California
$212K +$209K +1,928 New
MNBTD
600
Moody National Bank Trust Division
Texas
$206K +$203K +1,867 New

EXPD Hedge Fund Activity: Q1 2023 in Review

766 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q1 2023, worth a combined $16.4B — up 3.4% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new EXPD positions and 69 closed out — a net gain of 29 holders — while 268 added to existing stakes and 265 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $233M. The largest seller was First Trust Advisors, cutting an estimated $196M.

  • 766 institutional investors held Expeditors International (EXPD) as of Q1 2023, up from 751 in Q4 2022.
  • Funds reported $16.4B of Expeditors International stock for Q1 2023, up 3.4% quarter-over-quarter.
  • 98 funds opened new Expeditors International positions in Q1 2023 and 69 closed out, a net change of +29 holders.
  • The largest Expeditors International buyer in Q1 2023 was Envestnet Asset Management, an estimated $233M added.
  • The largest Expeditors International seller in Q1 2023 was First Trust Advisors, an estimated $196M sold.

Based on aggregated 13F filings for Q1 2023.