We are live on ! Find out more
EXPD icon

Expeditors International

779 hedge funds and large institutions have $20.7B invested in Expeditors International in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 282 increasing their positions, 241 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 47

85% more call options, than puts

Call options by funds: $36.8M | Put options by funds: $19.9M

17% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 241

12% more capital invested

Capital invested by funds: $18.4B → $20.7B (+$2.28B)

11% more funds holding

Funds holding: 703779 (+76)

0.85% more ownership

Funds ownership: 91.04%91.89% (+0.85%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
779
Holders Change
+76
Holders Change %
+10.81%
% of All Funds
11.99%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
133
Increased
282
Reduced
241
Closed
47
Calls
$36.8M
Puts
$19.9M
Net Calls
+$16.9M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
701
Benjamin F. Edwards & Company
Missouri
$25K +$10.1K +81 +76%
MWM
702
Mascoma Wealth Management
New Hampshire
$25K +$23.2K +185 New
WPWM
703
Western Pacific Wealth Management
Illinois
$24K +$22.5K +180 New
ZB
704
Zions Bancorporation
Utah
$23K
C
705
Covestor
United Kingdom
$23K +$21K +168 New
VRS
706
Virginia Retirement Systems
Virginia
$22.9K
RE
707
RBC Europe
United Kingdom
$22K
SBL
708
Sargent Bickham Lagudis
Colorado
$22K +$1.5K +12 +8%
LC
709
Lindbrook Capital
California
$22K +$2K +16 +11%
SQA
710
Simon Quick Advisors
New Jersey
$20K -$52K -415 -73%
CWC
711
Carolinas Wealth Consulting
North Carolina
$20K +$8.14K +65 +79%
SWM
712
Sugarloaf Wealth Management
Georgia
$19K
Lazard Asset Management
713
Lazard Asset Management
New York
$19K +$13K +104 +248%
JFA
714
JNBA Financial Advisors
Minnesota
$18K
PCG
715
Private Capital Group
Connecticut
$18K
Manulife (Manufacturers Life Insurance)
716
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.4K -$3.61M -28,809 -18%
Baillie Gifford & Co
717
Baillie Gifford & Co
United Kingdom
$17K
ANBT
718
American National Bank & Trust
Texas
$17K +$16.3K +130 New
GWS
719
Glassman Wealth Services
Virginia
$16K +$3K +24 +26%
SIC
720
Salem Investment Counselors
North Carolina
$15K +$13.8K +110 New
NFSG
721
Newbridge Financial Services Group
Florida
$15K +$14.1K +113 New
KCM
722
KRS Capital Management
Michigan
$15K +$14.4K +115 New
WFS
723
Widmann Financial Services
Maryland
$14K +$13.1K +105 New
GAM
724
Gemmer Asset Management
California
$13K
AF
725
Allworth Financial
California
$13K +$376 +3 +3%

EXPD Hedge Fund Activity: Q4 2021 in Review

779 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q4 2021, worth a combined $20.7B — up 12% from $18.4B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EXPD positions and 47 closed out — a net gain of 86 holders — while 282 added to existing stakes and 241 trimmed.

The largest buyer was BlackRock, adding an estimated $227M. The largest seller was Fiduciary Management Inc, exiting entirely with an estimated $173M sold.

  • 779 institutional investors held Expeditors International (EXPD) as of Q4 2021, up from 703 in Q3 2021.
  • Funds reported $20.7B of Expeditors International stock for Q4 2021, up 12% quarter-over-quarter.
  • 133 funds opened new Expeditors International positions in Q4 2021 and 47 closed out, a net change of +86 holders.
  • The largest Expeditors International buyer in Q4 2021 was BlackRock, an estimated $227M added.
  • The largest Expeditors International seller in Q4 2021 was Fiduciary Management Inc, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2021.