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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
BF
626
BOK Financial
Oklahoma
$97.9K +$96.5K +889 New
BWP
627
Baldwin Wealth Partners
Massachusetts
$95.8K
FCA
628
FinTrust Capital Advisors
South Carolina
$95.1K
PCM
629
Penserra Capital Management
California
$95K
GRP
630
Global Retirement Partners
California
$93K +$28.1K +259 +49%
PI
631
PEAK6 Investments
Illinois
$89.3K -$559K -5,149 -86%
LC
632
Lindbrook Capital
California
$84.4K +$37.7K +347 +83%
MTIC
633
Missouri Trust & Investment Company
Missouri
$84.2K
WIM
634
WealthPlan Investment Management
Nebraska
$76.6K +$75.6K +696 New
IBOK
635
Independence Bank of Kentucky
Kentucky
$75.9K
HDIM
636
Hanson & Doremus Investment Management
Vermont
$75K -$3.58K -33 -5%
CCM
637
Carderock Capital Management
Maryland
$74.3K +$73.3K +675 New
FFA
638
Farther Finance Advisors
California
$70.9K +$11.9K +110 +21%
WTC
639
WhitTier Trust Company
Nevada
$70.4K +$4.78K +44 +7%
Group One Trading
640
Group One Trading
Illinois
$68.9K +$63.7K +587 +1,505%
LFA
641
Legend Financial Advisors
Pennsylvania
$66.1K
TCM
642
Tradewinds Capital Management
Washington
$66.1K
EWA
643
EverSource Wealth Advisors
Alabama
$63.1K -$651 -6 -1%
TIM
644
Tortoise Investment Management
New York
$58.3K
BAM
645
Belpointe Asset Management
Nevada
$57.5K +$5.86K +54 +12%
SPIA
646
Steward Partners Investment Advisory
New York
$57.4K +$17.9K +165 +46%
WT
647
Whittier Trust
California
$56.8K
TWM
648
Tradition Wealth Management
Minnesota
$56K
DAM
649
Delta Asset Management
Tennessee
$55.1K
GBT
650
Grove Bank & Trust
Florida
$55.1K

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.