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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
CFO
676
CVA Family Office
Colorado
$25.8K -$12.3K -113 -33%
BLC
677
Brown, Lisle/Cummings
Rhode Island
$24.8K
AF
678
Advisornet Financial
Minnesota
$24.7K -$2.61K -24 -10%
BFA
679
BBJS Financial Advisors
Washington
$24.3K -$24.4K -225 -50%
IA
680
IFP Advisors
Florida
$23.1K -$53.6K -494 -49%
RTL
681
Red Tortoise LLC
Georgia
$22.5K -$651 -6 -3%
TCOV
682
Trust Company of Vermont
Vermont
$22.4K -$651 -6 -3%
QC
683
Quent Capital
New York
$22.3K -$3.91K -36 -15%
JWA
684
JFS Wealth Advisors
Pennsylvania
$22.2K +$1.19K +11 +6%
JWM
685
Janiczek Wealth Management
Colorado
$21.9K +$7.49K +69 +54%
CT
686
Colonial Trust
South Carolina
$21.4K
NSG
687
Nalls Sherbakoff Group
Tennessee
$21.4K +$21.7K +200 New
PP
688
PrairieView Partners
Minnesota
$21K
RFA
689
Resurgent Financial Advisors
Georgia
$20.2K +$19.9K +183 New
GWS
690
Glassman Wealth Services
Virginia
$19.7K +$760 +7 +4%
LS
691
Livforsakringsbolaget Skandia
Sweden
$18.9K
PWMG
692
Prestige Wealth Management Group
New Jersey
$18.2K +$217 +2 +1%
ZB
693
Zions Bancorporation
Utah
$17.6K -$2.71K -25 -14%
PMFA
694
Plante Moran Financial Advisors
Michigan
$17.5K +$17.3K +159 New
CWC
695
Carolinas Wealth Consulting
North Carolina
$16.7K
WPWM
696
Western Pacific Wealth Management
Illinois
$16.5K
ADL
697
Asset Dedication LLC
California
$16K -$217 -2 -1%
CWM
698
Compass Wealth Management
Connecticut
$16K
SWM
699
Sugarloaf Wealth Management
Georgia
$15.7K
IG
700
ING Group
Netherlands
$15.6K -$469K -4,315 -97%

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.