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Expeditors International
EXPD

620 hedge funds and large institutions have $11.9B invested in Expeditors International in 2020 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 214 increasing their positions, 214 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 44

17% more call options, than puts

Call options by funds: $26.1M | Put options by funds: $22.4M

16% more capital invested

Capital invested by funds: $10.3B → $11.9B (+$1.62B)

8% more funds holding

Funds holding: 576 → 620 (+44)

1.7% more ownership

Funds ownership: 92.61% → 94.3% (+1.7%)

0% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 214

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
620
Holders Change
+44
Holders Change %
+7.64%
% of All Funds
12.71%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
92
Increased
214
Reduced
214
Closed
44
Calls
$26.1M
Puts
$22.4M
Net Calls
+$3.72M
Net Calls Change
+$3.82M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$134M
2
AL
AJO LP
Pennsylvania
+$97M
3
Invesco
Invesco
Georgia
+$78.2M
4
Wells Fargo
Wells Fargo
California
+$61.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$56.1M

Top Sellers

1
BCF
BLS Capital Fondsmaeglerselskab
Denmark
-$123M
2
FMI
Fiduciary Management Inc
Wisconsin
-$103M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$82.4M
4
Parnassus Investments
Parnassus Investments
California
-$79.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$68.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
601
Tarbox Family Office
California
$4K – – –
Lazard Asset Management
602
Lazard Asset Management
New York
$4K +$4.09K +56 New
SFG
603
Sowa Financial Group
Rhode Island
$3K – – –
SA
604
SRH Advisors
Kansas
$3K – – –
BWA
605
BDO Wealth Advisors
Florida
$2K – – –
GWM
606
Geneos Wealth Management
Colorado
$2K – – –
TFA
607
Toth Financial Advisory
Virginia
$2K – – –
GWS
608
Glassman Wealth Services
Virginia
$2K +$657 +9 +50%
AWM
609
Apollon Wealth Management
South Carolina
$2K +$1.68K +23 New
CCM
610
Copeland Capital Management
Pennsylvania
$2K +$2.12K +29 New
CFD
611
Creative Financial Designs
Indiana
$2K +$2.27K +31 New
ED
612
Exane Derivatives
France
$1.52K – – –
HR
613
Howe & Rusling
New York
$1K -$438 -6 -29%
APC
614
Aspire Private Capital
North Carolina
$1K – – –
PWMG
615
Prestige Wealth Management Group
New Jersey
$1K – – –
PFGIA
616
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$292 +4 +100%
TWA
617
TCI Wealth Advisors
Arizona
$1K +$584 +8 New
TI
618
tru Independence
Oregon
$392 +$343K +4,696 +1,021%
FCH
619
Freestone Capital Holdings
Washington
$232 +$223K +3,051 New
SWA
620
Sutton Wealth Advisors
Florida
$228 – – –
Connor, Clark & Lunn Investment Management (CC&L)
621
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$7.4M -110,847 Closed
CCM
622
Cinctive Capital Management
New York
– -$1.87M -28,000 Closed
MERSOM
623
Municipal Employees' Retirement System of Michigan
Michigan
– -$1.36M -20,430 Closed
NEI
624
Northwest & Ethical Investments
Ontario, Canada
– -$1.31M -19,655 Closed
CC
625
Cognios Capital
Kansas
– -$1.28M -19,217 Closed
23 24
25
26 27

EXPD Hedge Fund Activity: Q2 2020 in Review

620 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q2 2020, worth a combined $11.9B — up 16% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new EXPD positions and 44 closed out — a net gain of 48 holders — while 214 added to existing stakes and 214 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $134M. The largest seller was BLS Capital Fondsmaeglerselskab, cutting an estimated $123M.

  • 620 institutional investors held Expeditors International (EXPD) as of Q2 2020, up from 576 in Q1 2020.
  • Funds reported $11.9B of Expeditors International stock for Q2 2020, up 16% quarter-over-quarter.
  • 92 funds opened new Expeditors International positions in Q2 2020 and 44 closed out, a net change of +48 holders.
  • The largest Expeditors International buyer in Q2 2020 was Nordea Investment Management, an estimated $134M added.
  • The largest Expeditors International seller in Q2 2020 was BLS Capital Fondsmaeglerselskab, an estimated $123M sold.

Based on aggregated 13F filings for Q2 2020.