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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
TWA
726
TCI Wealth Advisors
Arizona
$12K -$4.01K -32 -27%
CFN
727
Cordasco Financial Network
Florida
$12K
EARNEST Partners
728
EARNEST Partners
Georgia
$11K -$14.5K -116 -59%
VCM
729
Versant Capital Management
Arizona
$11K -$376 -3 -4%
SIAP
730
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K
SSB
731
Sandy Spring Bank
Maryland
$10K
ZIG
732
Zullo Investment Group
Pennsylvania
$8K +$7.26K +58 New
CP
733
Castleview Partners
Texas
$7.35K +$124M +987,605 New
HI
734
Harbour Investments
Wisconsin
$7K -$4.76K -38 -41%
CWS
735
Confluence Wealth Services
Pennsylvania
$7K +$7.01K +56 New
ED
736
Exane Derivatives
France
$6.45K
BWM
737
BerganKDV Wealth Management
Minnesota
$6K
TFO
738
Tarbox Family Office
California
$6K
EWA
739
EverSource Wealth Advisors
Alabama
$6K +$5.76K +46 New
RPCONE
740
Retirement Planning Company of New England
Rhode Island
$6K +$6.51K +52 New
KFS
741
Kelly Financial Services
Massachusetts
$5.39K +$5.01K +40 New
LWCFA
742
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K
SC
743
Solstein Capital
California
$5K
SA
744
SRH Advisors
Kansas
$5K
NFG
745
Next Financial Group
Texas
$5K +$3.76K +30 +500%
SWA
746
Sutton Wealth Advisors
Florida
$4.7K
CCM
747
Copeland Capital Management
Pennsylvania
$4K
AWM
748
Accel Wealth Management
Iowa
$4K +$3.51K +28 New
KFP
749
KB Financial Partners
New Jersey
$4K +$3.76K +30 New
TFA
750
Toth Financial Advisory
Virginia
$3K

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.