We are live on ! Find out more
EXPD icon

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
GI
626
Gradient Investments
Minnesota
$37K
PP
627
PrairieView Partners
Minnesota
$35K -$6.13K -49 -14%
FHA
628
First Horizon Advisors
Tennessee
$35K +$26.4K +211 +243%
BWA
629
BDO Wealth Advisors
Florida
$34K
SPIA
630
Steward Partners Investment Advisory
New York
$33K +$25.5K +204 +265%
HFS
631
HBC Financial Services
Washington
$31K
PFBT
632
Parkside Financial Bank & Trust
Missouri
$31K +$1.63K +13 +5%
HNB
633
Huntington National Bank
Ohio
$30K -$1.38K -11 -4%
Kayne Anderson Rudnick Investment Management
634
Kayne Anderson Rudnick Investment Management
California
$29K
SWM
635
Spire Wealth Management
Virginia
$29K +$376 +3 +1%
FPS
636
Fieldpoint Private Securities
Connecticut
$25K +$3K +24 +13%
SIM
637
Sonora Investment Management
Arizona
$25K +$25.9K +207 New
AF
638
Advisornet Financial
Minnesota
$24K
SFP
639
Sterling Financial Planning
New Jersey
$24K
EARNEST Partners
640
EARNEST Partners
Georgia
$23K
HMS
641
Hanseatic Management Services
New Mexico
$22K +$22.9K +183 New
PWMG
642
Prestige Wealth Management Group
New Jersey
$21K
ZB
643
Zions Bancorporation
Utah
$20K
JCM
644
Jacobi Capital Management
Pennsylvania
$20K +$3K +24 +17%
RE
645
RBC Europe
United Kingdom
$19.2K
CFB
646
Cullen/Frost Bankers
Texas
$18K -$37.6K -300 -66%
LC
647
Lindbrook Capital
California
$18K
SBL
648
Sargent Bickham Lagudis
Colorado
$18K
RTL
649
Red Tortoise LLC
Georgia
$18K +$26.3K +210 New
SWM
650
Sugarloaf Wealth Management
Georgia
$17K

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.