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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
WB
651
Webster Bank
Connecticut
$55.1K
KFI
652
Key Financial Inc
Pennsylvania
$53.6K
First Manhattan
653
First Manhattan
New York
$50.7K -$6.3K -58 -11%
BTI
654
Blue Trust Inc
Georgia
$50K -$15.1K -139 -22%
BAM
655
Bellevue Asset Management
Washington
$49.3K
TPCW
656
TD Private Client Wealth
New York
$48.8K -$2.71K -25 -5%
CFB
657
Cullen/Frost Bankers
Texas
$46.9K +$8.58K +79 +23%
CI Investments Inc
658
CI Investments Inc
Ontario, Canada
$46K -$3.48K -32 -7%
BWA
659
BDO Wealth Advisors
Florida
$45.6K
WTA
660
Washington Trust Advisors
Massachusetts
$38.8K +$4.67K +43 +14%
RCM
661
Raleigh Capital Management
North Carolina
$38K +$10.1K +93 +37%
AF
662
Allworth Financial
California
$37.3K +$326 +3 +0.9%
MLA
663
MB, Levis & Associates
Pennsylvania
$37.2K
AWA
664
Artemis Wealth Advisors
New York
$37K -$217 -2 -0.6%
GWM
665
Geneos Wealth Management
Colorado
$35.8K
CHA
666
Carmichael Hill & Associates
Maryland
$35.2K
SSG
667
Summit Securities Group
New York
$35K +$16.6K +153 +95%
GI
668
Gradient Investments
Minnesota
$34.1K
BCM
669
Blume Capital Management
California
$33K -$3.48K -32 -10%
HFS
670
HBC Financial Services
Washington
$31K
FHA
671
First Horizon Advisors
Tennessee
$29K +$9.99K +92 +54%
VNA
672
Valley National Advisers
Pennsylvania
$29K
NHT
673
New Hampshire Trust
New Hampshire
$27.5K
Kayne Anderson Rudnick Investment Management
674
Kayne Anderson Rudnick Investment Management
California
$26.4K
GWSG
675
GPS Wealth Strategies Group
Colorado
$26.1K +$25.7K +237 New

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.