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Expeditors International

703 hedge funds and large institutions have $18.4B invested in Expeditors International in 2021 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 258 increasing their positions, 253 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 253

1% less call options, than puts

Call options by funds: $17.9M | Put options by funds: $18M

4% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 76

2% less funds holding

Funds holding: 717703 (-14)

2.43% less ownership

Funds ownership: 93.47%91.04% (-2.4%)

8% less capital invested

Capital invested by funds: $20B → $18.4B (-$1.54B)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
703
Holders Change
-14
Holders Change %
-1.95%
% of All Funds
12.31%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.18%
New
73
Increased
258
Reduced
253
Closed
76
Calls
$17.9M
Puts
$18M
Net Calls
-$168K
Net Calls Change
-$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
601
Hanson & Doremus Investment Management
Vermont
$84K -$1K -8 -1%
WB
602
Webster Bank
Connecticut
$75K -$20.7K -165 -21%
BAM
603
Barrett Asset Management
New York
$73K
PCM
604
Penserra Capital Management
California
$72K +$7.38K +59 +11%
CFO
605
CVA Family Office
Colorado
$70K +$43.1K +344 +79%
NIM
606
NuWave Investment Management
New Jersey
$69K +$72.7K +581 New
BCA
607
Berman Capital Advisors
Georgia
$68K +$12.8K +102 +22%
FF
608
FourThought Financial
Florida
$67K -$8.26K -66 -10%
SQA
609
Simon Quick Advisors
New Jersey
$67K +$52.1K +416 +275%
T
610
TOBAM
France
$64K
TIM
611
Tortoise Investment Management
New York
$63K
BAM
612
Bellevue Asset Management
Washington
$61K -$25.8K -206 -29%
BEI
613
Benjamin Edwards Inc
Missouri
$61K +$63.6K +508 New
TPCW
614
TD Private Client Wealth
New York
$60.2K +$4.26K +34 +7%
DAM
615
Delta Asset Management
Tennessee
$60K
NICM
616
Neo Ivy Capital Management
New York
$60K +$98.9K +790 New
QCG
617
Quadrant Capital Group
Ohio
$59K +$6.01K +48 +11%
KFI
618
Key Financial Inc
Pennsylvania
$58K
WT
619
Whittier Trust
California
$55K
First Manhattan
620
First Manhattan
New York
$54K
GLLW
621
Graves Light Lenhart Wealth
Virginia
$52K
KPCM
622
Kings Point Capital Management
New York
$44K
BCM
623
Blume Capital Management
California
$40K +$41.6K +332 New
IA
624
IFP Advisors
Florida
$39K +$501 +4 +1%
CHA
625
Carmichael Hill & Associates
Maryland
$38K

EXPD Hedge Fund Activity: Q3 2021 in Review

703 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q3 2021, worth a combined $18.4B — down 7.7% from $20B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of EXPD and 73 opened new positions — a net loss of 3 holders — while 253 trimmed existing stakes and 258 added.

The largest buyer was Amundi, adding an estimated $62.5M. The largest seller was Loomis, Sayles & Company, cutting an estimated $212M.

  • 703 institutional investors held Expeditors International (EXPD) as of Q3 2021, down from 717 in Q2 2021.
  • Funds reported $18.4B of Expeditors International stock for Q3 2021, down 7.7% quarter-over-quarter.
  • 73 funds opened new Expeditors International positions in Q3 2021 and 76 closed out, a net change of -3 holders.
  • The largest Expeditors International buyer in Q3 2021 was Amundi, an estimated $62.5M added.
  • The largest Expeditors International seller in Q3 2021 was Loomis, Sayles & Company, an estimated $212M sold.

Based on aggregated 13F filings for Q3 2021.