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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
CWC
626
Carolinas Wealth Consulting
North Carolina
$8K +$7.01K +77 +1,925%
AWG
627
Altus Wealth Group
Colorado
$8K +$8.11K +89 New
BCWM
628
Bartlett & Co Wealth Management
Ohio
$7.51K +$1.37K +15 +23%
EW
629
Evoke Wealth
California
$7K -$28.2K -310 -82%
TFGT
630
TS Financial Group (TSFG)
Illinois
$7K -$364 -4 -5%
FPS
631
Fieldpoint Private Securities
Connecticut
$7K +$6.38K +70 New
CAAS
632
Capital Asset Advisory Services
Michigan
$7K +$7.01K +77 New
CCA
633
Childress Capital Advisors
Texas
$6K +$5.74K +63 New
AIG
634
American International Group
New York
$5.28K -$96K -1,054 -2%
VCM
635
Versant Capital Management
Arizona
$5K
TFO
636
Tarbox Family Office
California
$4K
Jones Financial Companies
637
Jones Financial Companies
Missouri
$4K +$3.64K +40 New
CCM
638
Copeland Capital Management
Pennsylvania
$3K
CFD
639
Creative Financial Designs
Indiana
$3K
SA
640
SRH Advisors
Kansas
$3K
PWMG
641
Prestige Wealth Management Group
New Jersey
$3K +$2.19K +24 +240%
AWM
642
Accel Wealth Management
Iowa
$3K +$2.46K +27 New
FGAM
643
Financial Gravity Asset Management
Texas
$3K +$2.64K +29 New
GWM
644
Geneos Wealth Management
Colorado
$3K +$4.83K +53 +161%
MGIM
645
M&G Investment Management
United Kingdom
$2.3K +$527K +5,784 +31%
APC
646
Aspire Private Capital
North Carolina
$2K
BWA
647
BDO Wealth Advisors
Florida
$2K
TFA
648
Toth Financial Advisory
Virginia
$2K
MLFP
649
MPS Loria Financial Planners
Illinois
$2K +$1.73K +19 New
MCM
650
Manchester Capital Management
Vermont
$2K +$1.82K +20 +333%

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.