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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
BWL
726
Bogart Wealth LLC
Virginia
$3.96K +$3.91K +36 New
MA
727
Montag & Associates
Georgia
$3.52K
OIS
728
Okabena Investment Services
Minnesota
$3.1K +$2.06K +19 New
DI
729
Disciplined Investments
Oklahoma
$2.97K +$217 +2 +8%
Commonwealth Equity Services
730
Commonwealth Equity Services
Massachusetts
$2.83K -$53.1K -489 -2%
SWA
731
Sutton Wealth Advisors
Florida
$2.53K -$326 -3 -12%
AAS
732
Ameritas Advisory Services
Nebraska
$2.24K +$2.17K +20 New
CA
733
Clearstead Advisors
Ohio
$2.09K
TWA
734
TCI Wealth Advisors
Arizona
$2.09K
RI
735
Ridgewood Investments
New Jersey
$2.09K +$2.06K +19 New
TFA
736
Transamerica Financial Advisors
Florida
$2K -$217 -2 -15%
KFP
737
KB Financial Partners
New Jersey
$2K
APC
738
Aspire Private Capital
North Carolina
$1.98K
SSC
739
Syverson Strege & Co
Iowa
$1.98K +$1.95K +18 New
BCM
740
Birch Capital Management
Texas
$1.76K
ME
741
McIlrath & Eck
Washington
$1.76K +$1.74K +16 New
LCM
742
Logan Capital Management
Pennsylvania
$1.76K
HCP
743
Hexagon Capital Partners
Arkansas
$1.65K -$217 -2 -12%
MBFW
744
Morton Brown Family Wealth
Pennsylvania
$1.43K +$1.41K +13 New
CAC
745
Core Alternative Capital
Georgia
$1.32K +$1.3K +12 New
CTA
746
Colonial Trust Advisors
South Carolina
$1.21K
CFGS
747
Concourse Financial Group Securities
Alabama
$1.21K
LIM
748
Longfellow Investment Management
Massachusetts
$1.21K
Lazard Asset Management
749
Lazard Asset Management
New York
$1K -$4.13M -38,003 -100%
CAL
750
Capital Advisors Ltd
Ohio
$1K -$3.26K -30 -71%

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.