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Expeditors International

620 hedge funds and large institutions have $11.9B invested in Expeditors International in 2020 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 214 increasing their positions, 214 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 44

17% more call options, than puts

Call options by funds: $26.1M | Put options by funds: $22.4M

16% more capital invested

Capital invested by funds: $10.3B → $11.9B (+$1.62B)

8% more funds holding

Funds holding: 576620 (+44)

1.7% more ownership

Funds ownership: 92.61%94.3% (+1.7%)

0% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 214

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
620
Holders Change
+44
Holders Change %
+7.64%
% of All Funds
12.71%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
92
Increased
214
Reduced
214
Closed
44
Calls
$26.1M
Puts
$22.4M
Net Calls
+$3.72M
Net Calls Change
+$3.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$44.1M +$5.61M +76,819 +15%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$44M -$137K -1,882 -0.3%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$43.4M -$3.17M -43,400 -7%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$42.7M +$6.26M +85,693 +18%
Jacobs Levy Equity Management
55
Jacobs Levy Equity Management
New Jersey
$42.3M -$1.11M -15,198 -3%
Goldman Sachs
56
Goldman Sachs
New York
$40.4M -$25.8M -353,297 -40%
MAM
57
Martingale Asset Management
Massachusetts
$39.4M +$37.8M +517,794 New
Wellington Management Group
58
Wellington Management Group
Massachusetts
$38.1M +$2.29M +31,307 +7%
CS
59
Credit Suisse
Switzerland
$36.1M +$4.19M +57,296 +14%
BTW
60
Boston Trust Walden
Massachusetts
$35.4M -$336K -4,605 -1%
CCM
61
Compass Capital Management
Minnesota
$35.4M +$172K +2,353 +0.5%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$35.3M +$13.6M +185,816 +67%
JP Morgan Chase
63
JP Morgan Chase
New York
$34.1M -$6.37M -87,208 -16%
Mitsubishi UFJ Trust & Banking
64
Mitsubishi UFJ Trust & Banking
Japan
$34M +$949K +12,987 +3%
UCFA
65
United Capital Financial Advisors
Texas
$33.4M +$4.92M +67,403 +18%
Janus Henderson Group
66
Janus Henderson Group
United Kingdom
$33M +$25.1M +343,772 +379%
SRIM
67
Saratoga Research & Investment Management
California
$31.7M +$293K +4,008 +1%
STA
68
Summit Trail Advisors
New York
$31.6M -$8.04K -110 -0%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$31M -$799K -10,943 -3%
Truist Financial
70
Truist Financial
North Carolina
$30.6M +$2.01M +27,490 +7%
PI
71
PGGM Investments
Netherlands
$28.3M +$6.79M +92,887 +33%
MAM
72
Madison Asset Management
Wisconsin
$28.2M -$72.1K -987 -0.3%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$27.6M -$802K -10,979 -3%
AG
74
Aperio Group
California
$27.3M +$7.06M +96,698 +37%
RJA
75
Raymond James & Associates
Florida
$26.3M +$1.55M +21,200 +7%

EXPD Hedge Fund Activity: Q2 2020 in Review

620 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q2 2020, worth a combined $11.9B — up 16% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new EXPD positions and 44 closed out — a net gain of 48 holders — while 214 added to existing stakes and 214 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $134M. The largest seller was BLS Capital Fondsmaeglerselskab, cutting an estimated $123M.

  • 620 institutional investors held Expeditors International (EXPD) as of Q2 2020, up from 576 in Q1 2020.
  • Funds reported $11.9B of Expeditors International stock for Q2 2020, up 16% quarter-over-quarter.
  • 92 funds opened new Expeditors International positions in Q2 2020 and 44 closed out, a net change of +48 holders.
  • The largest Expeditors International buyer in Q2 2020 was Nordea Investment Management, an estimated $134M added.
  • The largest Expeditors International seller in Q2 2020 was BLS Capital Fondsmaeglerselskab, an estimated $123M sold.

Based on aggregated 13F filings for Q2 2020.