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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
AWA
651
Artemis Wealth Advisors
New York
$35.1K +$206 +2 +0.6%
MLA
652
MB, Levis & Associates
Pennsylvania
$35.1K +$34.8K +338 New
AF
653
Allworth Financial
California
$34.9K +$20.1K +195 +138%
BCM
654
Blume Capital Management
California
$34.5K
GWM
655
Geneos Wealth Management
Colorado
$33.8K
CHA
656
Carmichael Hill & Associates
Maryland
$33.3K
USCWA
657
U.S. Capital Wealth Advisors
Texas
$32.6K +$32.4K +314 New
GI
658
Gradient Investments
Minnesota
$32.2K
WTA
659
Washington Trust Advisors
Massachusetts
$32.1K -$66.3K -643 -68%
HFS
660
HBC Financial Services
Washington
$29K +$206 +2 +0.7%
VNA
661
Valley National Advisers
Pennsylvania
$28K
HNWAG
662
High Net Worth Advisory Group
Florida
$27.6K -$6.91K -67 -20%
AWM
663
Accurate Wealth Management
Florida
$26.2K +$24.8K +241 New
RCM
664
Raleigh Capital Management
North Carolina
$26.1K +$17.3K +168 +200%
NHT
665
New Hampshire Trust
New Hampshire
$26K +$25.8K +250 New
AF
666
Advisornet Financial
Minnesota
$25.8K +$4.95K +48 +24%
Kayne Anderson Rudnick Investment Management
667
Kayne Anderson Rudnick Investment Management
California
$24.9K
QC
668
Quent Capital
New York
$24.9K -$13.2K -128 -35%
BLC
669
Brown, Lisle/Cummings
Rhode Island
$23.4K
RTL
670
Red Tortoise LLC
Georgia
$21.8K +$21.6K +210 New
TCOV
671
Trust Company of Vermont
Vermont
$21.7K +$5.67K +55 +36%
CT
672
Colonial Trust
South Carolina
$21K +$20.6K +200 New
PP
673
PrairieView Partners
Minnesota
$20K
JWA
674
JFS Wealth Advisors
Pennsylvania
$19.8K -$618 -6 -3%
ZB
675
Zions Bancorporation
Utah
$19.2K -$3.81K -37 -17%