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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
BLC
676
Brown, Lisle/Cummings
Rhode Island
$23.2K
MWM
677
Mascoma Wealth Management
New Hampshire
$22K +$2.65K +24 +13%
FPS
678
Fieldpoint Private Securities
Connecticut
$21K -$8.27K -75 -27%
AF
679
Advisornet Financial
Minnesota
$21K
DWA
680
Delos Wealth Advisors
Texas
$21K
BFEC
681
Benjamin F. Edwards & Company
Missouri
$21K +$2.1K +19 +10%
GWS
682
Glassman Wealth Services
Virginia
$21K +$9.26K +84 +71%
ANBT
683
American National Bank & Trust
Texas
$20K +$7.06K +64 +49%
CFB
684
Cullen/Frost Bankers
Texas
$18K -$16.9K -153 -47%
WPWM
685
Western Pacific Wealth Management
Illinois
$18K
RE
686
RBC Europe
United Kingdom
$17K
SBL
687
Sargent Bickham Lagudis
Colorado
$17K
LC
688
Lindbrook Capital
California
$16K -$662 -6 -4%
SQA
689
Simon Quick Advisors
New Jersey
$16K
PWMG
690
Prestige Wealth Management Group
New Jersey
$15K -$4.85K -44 -23%
CWC
691
Carolinas Wealth Consulting
North Carolina
$15K
SWM
692
Sugarloaf Wealth Management
Georgia
$15K
JWA
693
JFS Wealth Advisors
Pennsylvania
$15K +$14.1K +128 +640%
JFA
694
JNBA Financial Advisors
Minnesota
$14K
Baillie Gifford & Co
695
Baillie Gifford & Co
United Kingdom
$13K
NFSG
696
Newbridge Financial Services Group
Florida
$12K
MUMSS
697
Mitsubishi UFJ Morgan Stanley Securities
Japan
$11K -$36.4K -330 -75%
PCG
698
Private Capital Group
Connecticut
$11K -$2.76K -25 -19%
SC
699
Siena Capital
Ohio
$10K +$11K +100 New
FFA
700
Fairfield Financial Advisors
Massachusetts
$9.28K +$9.92K +90 New

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.