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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
I
601
IMPACTfolio
Colorado
$204K +$201K +1,850 New
SP
602
Successful Portfolios
Florida
$203K +$200K +1,844 New
CCA
603
Checchi Capital Advisers
California
$203K +$200K +1,843 New
GT
604
Glenview Trust
Kentucky
$203K +$200K +1,842 New
GWAM
605
Guardian Wealth Advisors (Minnesota)
Minnesota
$203K +$200K +1,841 New
LSA
606
Leonteq Securities AG
Switzerland
$194K +$95K +875 +99%
PFBT
607
Parkside Financial Bank & Trust
Missouri
$188K +$1.74K +16 +0.9%
HBT
608
Hills Bank & Trust
Iowa
$180K
ST
609
Smithfield Trust
Pennsylvania
$164K -$53.5K -493 -25%
EL
610
EMFO LLC
Florida
$159K
FCT
611
First Community Trust
Iowa
$154K
PAM
612
Paradigm Asset Management
New York
$154K
CWP
613
Concord Wealth Partners
Virginia
$150K +$146K +1,349 +10,377%
AT
614
Avalon Trust
New Mexico
$143K +$141K +1,300 New
VWM
615
Venturi Wealth Management
Texas
$135K +$134K +1,230 New
BIA
616
Bell Investment Advisors
California
$134K
DMBA
617
Deseret Mutual Benefit Administrators
Utah
$134K
HNB
618
Huntington National Bank
Ohio
$133K +$4.89K +45 +4%
T
619
TOBAM
France
$128K +$33K +304 +35%
BEI
620
Benjamin Edwards Inc
Missouri
$127K -$2.61K -24 -2%
IWP
621
Icon Wealth Partners
Texas
$125K +$124K +1,139 New
SIM
622
Sentry Investment Management
Wisconsin
$118K -$1.3K -12 -1%
USGIU
623
U.S. Global Investors (USGI)
Texas
$110K -$30.6K -282 -22%
GGI
624
Godsey & Gibb Inc
Virginia
$110K +$109K +1,000 New
HFM
625
Harvest Fund Management
China
$105K

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.