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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
JWA
751
JFS Wealth Advisors
Pennsylvania
$3K +$2.5K +20 New
AWA
752
Amplius Wealth Advisors
Pennsylvania
$3K +$3.25K +26 New
SC
753
Stephens Consulting
Michigan
$2.55K +$2.38K +19 New
MCM
754
Manchester Capital Management
Vermont
$2K -$1.38K -11 -44%
APC
755
Aspire Private Capital
North Carolina
$2K
EW
756
Evoke Wealth
California
$2K
HR
757
Howe & Rusling
New York
$2K
LWA
758
Lenox Wealth Advisors
New York
$2K +$1.63K +13 New
SFM
759
Signet Financial Management
New Jersey
$2K +$1.75K +14 New
SC
760
Sierra Capital
Florida
$2K +$2K +16 New
SC
761
Schubert & Co
Texas
$2K +$2.13K +17 New
MGIM
762
M&G Investment Management
United Kingdom
$1.39K +$82.1K +656 +7%
BBHC
763
Brown Brothers Harriman & Co
New York
$1.02K -$41.1K -328 -4%
CFA
764
Carroll Financial Associates
North Carolina
$1K -$2.25K -18 -60%
EBA
765
Eagle Bay Advisors
New York
$1K -$1.38K -11 -50%
AAP
766
Arax Advisory Partners
Colorado
$1K
BA
767
Bellwether Advisors
Nebraska
$1K
CCM
768
Covington Capital Management
California
$1K
LIM
769
Longfellow Investment Management
Massachusetts
$1K
TFM
770
TFC Financial Management
Massachusetts
$1K
CAL
771
Capital Advisors Ltd
Ohio
$1K +$501 +4 New
AA
772
Addison Advisors
Vermont
$1K +$751 +6 New
SCA
773
Sandy Cove Advisors
Massachusetts
$1K +$1K +8 New
PMFA
774
Plante Moran Financial Advisors
Michigan
$1K +$1.38K +11 New
SIA
775
SkyView Investment Advisors
New Jersey
$1K +$16.8K +134 New

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.