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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
Baillie Gifford & Co
701
Baillie Gifford & Co
United Kingdom
$13.8K +$1.95K +18 +17%
BFEC
702
Benjamin F. Edwards & Company
Missouri
$12K
Capstone Investment Advisors
703
Capstone Investment Advisors
New York
$11.7K +$11.5K +106 New
JFA
704
JNBA Financial Advisors
Minnesota
$10K -$4.56K -42 -32%
RFG
705
RFP Financial Group
Georgia
$9.58K
SC
706
Schubert & Co
Texas
$9.47K +$2.71K +25 +41%
LFG
707
Larson Financial Group
Missouri
$9.03K
POIA
708
Pin Oak Investment Advisors
Texas
$9K
EARNEST Partners
709
EARNEST Partners
Georgia
$8.92K
GG
710
Gleason Group
Kentucky
$8.92K +$8.79K +81 New
Jones Financial Companies
711
Jones Financial Companies
Missouri
$8.26K
SIC
712
Salem Investment Counselors
North Carolina
$8.26K
CIA
713
Cape Investment Advisory
Georgia
$8.26K +$8.14K +75 New
NFSG
714
Newbridge Financial Services Group
Florida
$7.71K +$7.6K +70 New
HI
715
Harbour Investments
Wisconsin
$6.28K -$1.3K -12 -17%
WPA
716
West Paces Advisors
Georgia
$6.17K +$6.08K +56 New
BAAM
717
Baker Avenue Asset Management
California
$5.29K
PAI
718
Pittenger & Anderson Inc
Nebraska
$5.18K +$5.1K +47 New
CT
719
Cambridge Trust
Massachusetts
$5.07K -$3.04K -28 -38%
CSPIA
720
Cary Street Partners Investment Advisory
Virginia
$4.74K
SC
721
Solstein Capital
California
$4.41K
WWP
722
WR Wealth Planners
Missouri
$4.41K +$4.34K +40 New
SIC
723
SJS Investment Consulting
Ohio
$4.18K +$651 +6 +19%
CCM
724
Copeland Capital Management
Pennsylvania
$4K
SA
725
SRH Advisors
Kansas
$4K

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.