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Expeditors International

703 hedge funds and large institutions have $18.4B invested in Expeditors International in 2021 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 258 increasing their positions, 253 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 253

1% less call options, than puts

Call options by funds: $17.9M | Put options by funds: $18M

4% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 76

2% less funds holding

Funds holding: 717703 (-14)

2.43% less ownership

Funds ownership: 93.47%91.04% (-2.4%)

8% less capital invested

Capital invested by funds: $20B → $18.4B (-$1.54B)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
703
Holders Change
-14
Holders Change %
-1.95%
% of All Funds
12.31%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.18%
New
73
Increased
258
Reduced
253
Closed
76
Calls
$17.9M
Puts
$18M
Net Calls
-$168K
Net Calls Change
-$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
676
Lazard Asset Management
New York
$5K
SC
677
Solstein Capital
California
$5K
BWM
678
BerganKDV Wealth Management
Minnesota
$5K +$4.26K +34 +378%
Nisa Investment Advisors
679
Nisa Investment Advisors
Missouri
$4.54K +$187K +1,495 +4%
SWA
680
Sutton Wealth Advisors
Florida
$4.17K +$250 +2 +6%
LWCFA
681
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K -$2.25K -18 -34%
CFD
682
Creative Financial Designs
Indiana
$4K
SA
683
SRH Advisors
Kansas
$4K
CCM
684
Copeland Capital Management
Pennsylvania
$3K
GWM
685
Geneos Wealth Management
Colorado
$3K
TFA
686
Toth Financial Advisory
Virginia
$3K
MCM
687
Manchester Capital Management
Vermont
$3K +$2.38K +19 +317%
CFA
688
Carroll Financial Associates
North Carolina
$3K +$2.5K +20 +200%
CA
689
Clearstead Advisors
Ohio
$3K +$3.13K +25 New
APC
690
Aspire Private Capital
North Carolina
$2K
EW
691
Evoke Wealth
California
$2K
PVH
692
Psagot Value Holdings
Israel
$2K
HR
693
Howe & Rusling
New York
$2K +$250 +2 +13%
EBA
694
Eagle Bay Advisors
New York
$2K +$2.75K +22 New
MGIM
695
M&G Investment Management
United Kingdom
$1.16K -$32.8K -262 -3%
NFG
696
Next Financial Group
Texas
$1K -$66.6K -532 -99%
BA
697
Bellwether Advisors
Nebraska
$1K
LIM
698
Longfellow Investment Management
Massachusetts
$1K
CCM
699
Covington Capital Management
California
$1K +$626 +5 New
AAP
700
Arax Advisory Partners
Colorado
$1K +$751 +6 New

EXPD Hedge Fund Activity: Q3 2021 in Review

703 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q3 2021, worth a combined $18.4B — down 7.7% from $20B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of EXPD and 73 opened new positions — a net loss of 3 holders — while 253 trimmed existing stakes and 258 added.

The largest buyer was Amundi, adding an estimated $62.5M. The largest seller was Loomis, Sayles & Company, cutting an estimated $212M.

  • 703 institutional investors held Expeditors International (EXPD) as of Q3 2021, down from 717 in Q2 2021.
  • Funds reported $18.4B of Expeditors International stock for Q3 2021, down 7.7% quarter-over-quarter.
  • 73 funds opened new Expeditors International positions in Q3 2021 and 76 closed out, a net change of -3 holders.
  • The largest Expeditors International buyer in Q3 2021 was Amundi, an estimated $62.5M added.
  • The largest Expeditors International seller in Q3 2021 was Loomis, Sayles & Company, an estimated $212M sold.

Based on aggregated 13F filings for Q3 2021.