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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
GWS
676
Glassman Wealth Services
Virginia
$17.9K +$4.12K +40 +30%
LS
677
Livforsakringsbolaget Skandia
Sweden
$17.9K
FHA
678
First Horizon Advisors
Tennessee
$17.8K -$2.58K -25 -13%
SSG
679
Summit Securities Group
New York
$17K -$7.42K -72 -31%
PWMG
680
Prestige Wealth Management Group
New Jersey
$16.9K -$7.01K -68 -29%
SBL
681
Sargent Bickham Lagudis
Colorado
$16.8K
CWC
682
Carolinas Wealth Consulting
North Carolina
$15.8K
WPWM
683
Western Pacific Wealth Management
Illinois
$15.6K -$3.09K -30 -17%
CWM
684
Compass Wealth Management
Connecticut
$15.1K +$14.9K +145 New
ADL
685
Asset Dedication LLC
California
$15K +$15.5K +150 New
SWM
686
Sugarloaf Wealth Management
Georgia
$14.9K
JWM
687
Janiczek Wealth Management
Colorado
$14K -$4.33K -42 -25%
Fuller & Thaler Asset Management
688
Fuller & Thaler Asset Management
California
$14K +$13.9K +135 New
JFA
689
JNBA Financial Advisors
Minnesota
$13.8K
SWM
690
Spire Wealth Management
Virginia
$13K -$16.5K -160 -55%
DCP
691
Distillate Capital Partners
Illinois
$11.2K -$6.24M -60,496 -100%
Baillie Gifford & Co
692
Baillie Gifford & Co
United Kingdom
$11.1K
MPCL
693
My Personal CFO LLC
Washington
$11.1K +$11K +107 New
BFEC
694
Benjamin F. Edwards & Company
Missouri
$11K
RFG
695
RFP Financial Group
Georgia
$9.04K +$8.97K +87 New
LFG
696
Larson Financial Group
Missouri
$8.52K
EARNEST Partners
697
EARNEST Partners
Georgia
$8.42K
POIA
698
Pin Oak Investment Advisors
Texas
$8K
CT
699
Cambridge Trust
Massachusetts
$8K +$4.54K +44 +147%
Jones Financial Companies
700
Jones Financial Companies
Missouri
$8K +$7.73K +75 New