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Expeditors International

717 hedge funds and large institutions have $20B invested in Expeditors International in 2021 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 223 increasing their positions, 279 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $29M | Put options by funds: $12.6M

92% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 52

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

17% more capital invested

Capital invested by funds: $17B → $20B (+$2.93B)

6% more funds holding

Funds holding: 676717 (+41)

0.38% less ownership

Funds ownership: 93.85%93.47% (-0.38%)

20% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 279

Holders
717
Holders Change
+41
Holders Change %
+6.07%
% of All Funds
12.48%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.23%
New
100
Increased
223
Reduced
279
Closed
52
Calls
$29M
Puts
$12.6M
Net Calls
+$16.4M
Net Calls Change
+$8.02M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
676
Versant Capital Management
Arizona
$11K +$2.48K +21 +33%
CWC
677
Carolinas Wealth Consulting
North Carolina
$10K
SSB
678
Sandy Spring Bank
Maryland
$10K
SIAP
679
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K
SPIA
680
Steward Partners Investment Advisory
New York
$10K +$4.72K +40 +108%
GWS
681
Glassman Wealth Services
Virginia
$9K +$1.06K +9 +15%
AWA
682
Arkadios Wealth Advisors
Georgia
$9K +$8.26K +70 +2,333%
AIG
683
American International Group
New York
$8.54K -$216K -1,826 -3%
LWCFA
684
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K +$6.25K +53 New
HPC
685
HM Payson & Co
Maine
$6K
RA
686
Resolute Advisors
California
$6K
TFO
687
Tarbox Family Office
California
$6K
Lazard Asset Management
688
Lazard Asset Management
New York
$5K
SC
689
Solstein Capital
California
$5K
SA
690
SRH Advisors
Kansas
$5K
TWA
691
TCI Wealth Advisors
Arizona
$5K +$3.66K +31 +388%
Nisa Investment Advisors
692
Nisa Investment Advisors
Missouri
$4.63K +$1.33M +11,262 +44%
SWA
693
Sutton Wealth Advisors
Florida
$4.18K
KFP
694
KB Financial Partners
New Jersey
$4K -$208K -1,764 -98%
GWM
695
Geneos Wealth Management
Colorado
$4K -$6.25K -53 -62%
CCM
696
Copeland Capital Management
Pennsylvania
$4K
CFD
697
Creative Financial Designs
Indiana
$4K
TFA
698
Toth Financial Advisory
Virginia
$3K
AWM
699
Accel Wealth Management
Iowa
$3K +$118 +1 +4%
EW
700
Evoke Wealth
California
$2K -$6.25K -53 -76%