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Expeditors International

756 hedge funds and large institutions have $15.7B invested in Expeditors International in 2022 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 291 increasing their positions, 265 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $20M

10% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 265

0.95% less ownership

Funds ownership: 91.89%90.95% (-0.95%)

3% less funds holding

Funds holding: 779756 (-23)

17% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 101

24% less capital invested

Capital invested by funds: $20.7B → $15.7B (-$5.02B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
756
Holders Change
-23
Holders Change %
-2.95%
% of All Funds
11.92%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
84
Increased
291
Reduced
265
Closed
101
Calls
$22.4M
Puts
$20M
Net Calls
+$2.47M
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
651
Key Financial Inc
Pennsylvania
$50K
BAM
652
Bellevue Asset Management
Washington
$47K -$6.29K -57 -11%
First Manhattan
653
First Manhattan
New York
$47K
GRP
654
Global Retirement Partners
California
$45K +$47.4K +430 New
QC
655
Quent Capital
New York
$40K +$1.65K +15 +4%
CFO
656
CVA Family Office
Colorado
$38K -$2.87K -26 -7%
KPCM
657
Kings Point Capital Management
New York
$36K
SWM
658
Spire Wealth Management
Virginia
$35K -$8.49K -77 -19%
C
659
Covestor
United Kingdom
$35K +$19.2K +174 +104%
BCM
660
Blume Capital Management
California
$34K
HNWAG
661
High Net Worth Advisory Group
Florida
$34K
CHA
662
Carmichael Hill & Associates
Maryland
$33K
GI
663
Gradient Investments
Minnesota
$32K
SCA
664
Sandy Cove Advisors
Massachusetts
$32K +$32.9K +298 +3,725%
AWA
665
Artemis Wealth Advisors
New York
$31.3K -$331 -3 -1%
PP
666
PrairieView Partners
Minnesota
$30K
SPIA
667
Steward Partners Investment Advisory
New York
$30K +$110 +1 +0.3%
BWA
668
BDO Wealth Advisors
Florida
$29K
GWSG
669
GPS Wealth Strategies Group
Colorado
$28K
RTC
670
Riverview Trust Company
Washington
$28K +$29.4K +267 New
CT
671
Cambridge Trust
Massachusetts
$27K -$2.65K -24 -8%
HFS
672
HBC Financial Services
Washington
$27K
MCC
673
Money Concepts Capital
Florida
$27K +$29.2K +265 New
Kayne Anderson Rudnick Investment Management
674
Kayne Anderson Rudnick Investment Management
California
$25K -$1.88K -17 -7%
TIM
675
Tevis Investment Management
Texas
$24K

EXPD Hedge Fund Activity: Q1 2022 in Review

756 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q1 2022, worth a combined $15.7B — down 24% from $20.7B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of EXPD and 84 opened new positions — a net loss of 17 holders — while 265 trimmed existing stakes and 291 added.

The largest buyer was BLS Capital Fondsmaeglerselskab, adding an estimated $103M. The largest seller was Loomis, Sayles & Company, cutting an estimated $226M.

  • 756 institutional investors held Expeditors International (EXPD) as of Q1 2022, down from 779 in Q4 2021.
  • Funds reported $15.7B of Expeditors International stock for Q1 2022, down 24% quarter-over-quarter.
  • 84 funds opened new Expeditors International positions in Q1 2022 and 101 closed out, a net change of -17 holders.
  • The largest Expeditors International buyer in Q1 2022 was BLS Capital Fondsmaeglerselskab, an estimated $103M added.
  • The largest Expeditors International seller in Q1 2022 was Loomis, Sayles & Company, an estimated $226M sold.

Based on aggregated 13F filings for Q1 2022.