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Expeditors International

666 hedge funds and large institutions have $15.1B invested in Expeditors International in 2020 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 248 increasing their positions, 230 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 57

42% more call options, than puts

Call options by funds: $18M | Put options by funds: $12.7M

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

6% more capital invested

Capital invested by funds: $14.2B → $15.1B (+$853M)

5% more funds holding

Funds holding: 633666 (+33)

8% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 230

0.86% less ownership

Funds ownership: 93.75%92.89% (-0.86%)

Holders
666
Holders Change
+33
Holders Change %
+5.21%
% of All Funds
11.79%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
96
Increased
248
Reduced
230
Closed
57
Calls
$18M
Puts
$12.7M
Net Calls
+$5.32M
Net Calls Change
+$3.31M
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
601
Sterling Financial Planning
New Jersey
$19K +$18.2K +200 New
VFA
602
Valeo Financial Advisors
Indiana
$17K +$91 +1 +0.6%
RE
603
RBC Europe
United Kingdom
$15.3K
SIA
604
SkyView Investment Advisors
New Jersey
$15K +$14.5K +159 New
SQA
605
Simon Quick Advisors
New Jersey
$14K -$23K -252 -63%
JCM
606
Jacobi Capital Management
Pennsylvania
$14K
SBL
607
Sargent Bickham Lagudis
Colorado
$14K
SWM
608
Sugarloaf Wealth Management
Georgia
$14K
PCG
609
Private Capital Group
Connecticut
$13K -$820 -9 -6%
JFA
610
JNBA Financial Advisors
Minnesota
$13K
Baillie Gifford & Co
611
Baillie Gifford & Co
United Kingdom
$12K +$11.8K +130 New
EWA
612
Evolution Wealth Advisors
Florida
$11K
HIM
613
Hillsdale Investment Management
Ontario, Canada
$11K +$1.82K +20 +20%
ICP
614
Interchange Capital Partners
Pennsylvania
$11K +$10.8K +119 New
LC
615
Lindbrook Capital
California
$10K
SLF
616
Sun Life Financial
Ontario, Canada
$10K
TCOV
617
Trust Company of Vermont
Vermont
$10K
BFEC
618
Benjamin F. Edwards & Company
Missouri
$10K +$91 +1 +0.9%
GAM
619
Gemmer Asset Management
California
$9K
FHC
620
First Horizon Corporation
Tennessee
$9K +$364 +4 +4%
CFN
621
Cordasco Financial Network
Florida
$8K
PB
622
Pinnacle Bancorp
Nebraska
$8K
SIS
623
Sound Income Strategies
Florida
$8K
FHA
624
First Horizon Advisors
Tennessee
$8K +$1.09K +12 +16%
BC
625
Bartlett & Co
Ohio
$8K +$1.37K +15 +23%

EXPD Hedge Fund Activity: Q4 2020 in Review

666 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q4 2020, worth a combined $15.1B — up 6% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new EXPD positions and 57 closed out — a net gain of 39 holders — while 248 added to existing stakes and 230 trimmed.

The largest buyer was BlackRock, adding an estimated $202M. The largest seller was Loomis, Sayles & Company, cutting an estimated $90.6M.

  • 666 institutional investors held Expeditors International (EXPD) as of Q4 2020, up from 633 in Q3 2020.
  • Funds reported $15.1B of Expeditors International stock for Q4 2020, up 6% quarter-over-quarter.
  • 96 funds opened new Expeditors International positions in Q4 2020 and 57 closed out, a net change of +39 holders.
  • The largest Expeditors International buyer in Q4 2020 was BlackRock, an estimated $202M added.
  • The largest Expeditors International seller in Q4 2020 was Loomis, Sayles & Company, an estimated $90.6M sold.

Based on aggregated 13F filings for Q4 2020.