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Expeditors International
EXPD

Overview Fund Activity

761 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, 266 increasing their positions, 263 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+15
Holders Change %
+2.01%
% of All Funds
12.18%
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
266
Reduced
263
Closed
69
Calls
$9.85M
Puts
$37.5M
Net Calls
-$27.7M
Net Calls Change
-$13M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$67.7M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$68.3M
3
Boston Partners
Boston Partners
Massachusetts
$335M
4
Bank of America
Bank of America
North Carolina
$385M
5
Goldman Sachs
Goldman Sachs
New York
$95.6M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$37.3M
2
BlackRock
BlackRock
New York
$2.19B
3
Norges Bank
Norges Bank
Norway
$62.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$52.1M
5
Select Equity Group
Select Equity Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
701
Schubert & Co
Texas
$9.47K +$2.75K +25 +41%
LFG
702
Larson Financial Group
Missouri
$9.03K – – –
POIA
703
Pin Oak Investment Advisors
Texas
$9K – – –
EARNEST Partners
704
EARNEST Partners
Georgia
$8.92K – – –
GG
705
Gleason Group
Kentucky
$8.92K +$8.92K +81 New
Jones Financial Companies
706
Jones Financial Companies
Missouri
$8.26K – – –
SIC
707
Salem Investment Counselors
North Carolina
$8.26K – – –
CIA
708
Cape Investment Advisory
Georgia
$8.26K +$8.26K +75 New
NFSG
709
Newbridge Financial Services Group
Florida
$7.71K +$7.71K +70 New
HI
710
Harbour Investments
Wisconsin
$6.28K -$1.32K -12 -17%
WPA
711
West Paces Advisors
Georgia
$6.17K +$6.17K +56 New
BAAM
712
Baker Avenue Asset Management
California
$5.29K – – –
PAI
713
Pittenger & Anderson Inc
Nebraska
$5.18K +$5.18K +47 New
CT
714
Cambridge Trust
Massachusetts
$5.07K -$3.08K -28 -38%
CSPIA
715
Cary Street Partners Investment Advisory
Virginia
$4.74K – – –
SC
716
Solstein Capital
California
$4.41K – – –
WWP
717
WR Wealth Planners
Missouri
$4.41K +$4.41K +40 New
SIC
718
SJS Investment Consulting
Ohio
$4.19K +$661 +6 +19%
SA
719
SRH Advisors
Kansas
$4K – – –
CCM
720
Copeland Capital Management
Pennsylvania
$4K – – –
BWL
721
Bogart Wealth LLC
Virginia
$3.96K +$3.96K +36 New
MA
722
Montag & Associates
Georgia
$3.52K – – –
OIS
723
Okabena Investment Services
Minnesota
$3.1K +$3.1K +19 New
DI
724
Disciplined Investments
Oklahoma
$2.97K +$220 +2 +8%
Commonwealth Equity Services
725
Commonwealth Equity Services
Massachusetts
$2.83K -$54 -489 -2%
27 28
29
30 31