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Expeditors International

751 hedge funds and large institutions have $15.9B invested in Expeditors International in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 269 increasing their positions, 268 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 51

19% more capital invested

Capital invested by funds: $13.3B → $15.9B (+$2.59B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 708751 (+43)

4.89% more ownership

Funds ownership: 91.85%96.74% (+4.9%)

0% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 268

64% less call options, than puts

Call options by funds: $8.18M | Put options by funds: $22.8M

Holders
751
Holders Change
+43
Holders Change %
+6.07%
% of All Funds
12.07%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
109
Increased
269
Reduced
268
Closed
51
Calls
$8.18M
Puts
$22.8M
Net Calls
-$14.7M
Net Calls Change
-$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
626
EverSource Wealth Advisors
Alabama
$60.2K -$32.3K -313 -35%
AF
627
Affiance Financial
Minnesota
$56.2K +$55.8K +541 New
FFA
628
Farther Finance Advisors
California
$55.5K +$55K +534 New
GRP
629
Global Retirement Partners
California
$55.1K +$8.45K +82 +18%
BTI
630
Blue Trust Inc
Georgia
$55K +$16.4K +159 +34%
TIM
631
Tortoise Investment Management
New York
$55K
First Manhattan
632
First Manhattan
New York
$53.8K +$5.98K +58 +13%
WT
633
Whittier Trust
California
$53.6K
TWM
634
Tradition Wealth Management
Minnesota
$52K
WB
635
Webster Bank
Connecticut
$52K
GBT
636
Grove Bank & Trust
Florida
$52K +$51.5K +500 New
DAM
637
Delta Asset Management
Tennessee
$52K +$51.5K +500 New
MIFH
638
Migdal Insurance & Financial Holdings
Israel
$51K +$49.5K +480 New
TPCW
639
TD Private Client Wealth
New York
$48.6K -$14.6K -142 -23%
BAM
640
Belpointe Asset Management
Nevada
$48.6K +$48.2K +468 New
CI Investments Inc
641
CI Investments Inc
Ontario, Canada
$47K +$23.6K +229 +103%
BFA
642
BBJS Financial Advisors
Washington
$46.4K +$46K +446 New
BAM
643
Bellevue Asset Management
Washington
$46.2K
LC
644
Lindbrook Capital
California
$43.5K +$27.3K +265 +172%
BWA
645
BDO Wealth Advisors
Florida
$43K
KFI
646
Key Financial Inc
Pennsylvania
$43K
MCC
647
Money Concepts Capital
Florida
$38.1K +$2.16K +21 +6%
SPIA
648
Steward Partners Investment Advisory
New York
$37K +$5.98K +58 +19%
CFB
649
Cullen/Frost Bankers
Texas
$36.1K +$9.28K +90 +35%
CFO
650
CVA Family Office
Colorado
$36.1K -$1.03K -10 -3%