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Expeditors International
EXPD

Overview Fund Activity

699 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, 256 increasing their positions, 252 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
-14
Holders Change %
-1.96%
% of All Funds
12.28%
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
256
Reduced
252
Closed
76
Calls
$17.9M
Puts
$18M
Net Calls
-$168K
Net Calls Change
-$16.5M

Top Buyers

1
Amundi
Amundi
France
$224M
2
Natixis Advisors
Natixis Advisors
Massachusetts
$115M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$41.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.32B
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$49.7M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$1.28B
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$151M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$151M
4
Bank of America
Bank of America
North Carolina
$536M
5
Morgan Stanley
Morgan Stanley
New York
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
626
Steward Partners Investment Advisory
New York
$33K +$24K +204 +265%
HFS
627
HBC Financial Services
Washington
$31K – – –
PFBT
628
Parkside Financial Bank & Trust
Missouri
$31K +$1.56K +13 +5%
HNB
629
Huntington National Bank
Ohio
$30K -$1.3K -11 -4%
Kayne Anderson Rudnick Investment Management
630
Kayne Anderson Rudnick Investment Management
California
$29K – – –
SWM
631
Spire Wealth Management
Virginia
$29K +$355 +3 +1%
FPS
632
Fieldpoint Private Securities
Connecticut
$25K +$2.9K +24 +13%
SIM
633
Sonora Investment Management
Arizona
$25K +$25K +207 New
AF
634
Advisornet Financial
Minnesota
$24K – – –
SFP
635
Sterling Financial Planning
New Jersey
$24K – – –
EARNEST Partners
636
EARNEST Partners
Georgia
$23K – – –
HMS
637
Hanseatic Management Services
New Mexico
$22K +$22K +183 New
PWMG
638
Prestige Wealth Management Group
New Jersey
$21K – – –
ZB
639
Zions Bancorporation
Utah
$20K – – –
JCM
640
Jacobi Capital Management
Pennsylvania
$20K +$2.87K +24 +17%
RE
641
RBC Europe
United Kingdom
$19.2K – – –
CFB
642
Cullen/Frost Bankers
Texas
$18K -$34.8K -300 -66%
SBL
643
Sargent Bickham Lagudis
Colorado
$18K – – –
LC
644
Lindbrook Capital
California
$18K – – –
RTL
645
Red Tortoise LLC
Georgia
$18K +$18K +210 New
SWM
646
Sugarloaf Wealth Management
Georgia
$17K – – –
JFA
647
JNBA Financial Advisors
Minnesota
$16K – – –
PCG
648
Private Capital Group
Connecticut
$16K – – –
Baillie Gifford & Co
649
Baillie Gifford & Co
United Kingdom
$15K – – –
EWA
650
Evolution Wealth Advisors
Florida
$14K – – –
24 25
26
27 28