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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
BDF
601
Balasa Dinverno & Foltz
$206K -$37.6K -341 -15%
HPM
602
Hudson Portfolio Management
New York
$206K
JWBC
603
John W. Bristol & Co
New York
$206K
Capstone Investment Advisors
604
Capstone Investment Advisors
New York
$205K +$219K +1,990 New
WI
605
Wahed Invest
New York
$204K -$3.64K -33 -2%
MSS
606
Mitchell Sinkler & Starr
Pennsylvania
$204K +$7.17K +65 +3%
CT
607
Caldwell Trust
Florida
$200K
SPC
608
Sigma Planning Corp
Michigan
$200K -$56.1K -509 -21%
BIAS
609
Beacon Investment Advisory Services
New Jersey
$200K -$8.49K -77 -4%
MAM
610
Meeder Asset Management
Ohio
$193K +$206K +1,868 New
HCP
611
Hexagon Capital Partners
Arkansas
$192K +$10K +91 +5%
AWA
612
Aaron Wealth Advisors
Illinois
$188K +$2.14M +19,394 New
HBT
613
Hills Bank & Trust
Iowa
$169K
LSA
614
Leonteq Securities AG
Switzerland
$167K +$29.9K +271 +20%
PFBT
615
Parkside Financial Bank & Trust
Missouri
$163K -$35.4K -321 -17%
QCG
616
Quadrant Capital Group
Ohio
$150K -$23.4K -212 -13%
FCT
617
First Community Trust
Iowa
$144K
LS
618
Livforsakringsbolaget Skandia
Sweden
$142K
SIM
619
Sentry Investment Management
Wisconsin
$141K -$25.3K -229 -14%
PVH
620
Psagot Value Holdings
Israel
$140K +$93.9K +852 +167%
T
621
TOBAM
France
$132K +$82.5K +748 +140%
SOW
622
State of Wyoming
Wyoming
$128K +$96.5K +875 +242%
APF
623
Alaska Permanent Fund
Alaska
$124K -$12.1K -110 -8%
BAM
624
Belpointe Asset Management
Nevada
$124K -$4.85K -44 -4%
AP
625
Arlington Partners
Alabama
$116K -$4.96K -45 -4%

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.