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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
BAM
751
Baldrige Asset Management
Pennsylvania
$1K +$760 +7 New
SIA
752
SkyView Investment Advisors
New Jersey
$1K +$1.19K +11 New
BWM
753
BerganKDV Wealth Management
Minnesota
$992
BA
754
Bellwether Advisors
Nebraska
$991
NSIM
755
North Star Investment Management
Illinois
$991
MFT
756
Moisand Fitzgerald Tamayo
Florida
$881
WP
757
WealthPLAN Partners
Nebraska
$881 +$869 +8 New
MA
758
MCF Advisors
Kentucky
$661
ACA
759
Atlas Capital Advisors
Wyoming
$550
ECM
760
Everence Capital Management
Indiana
$525
TFM
761
TFC Financial Management
Massachusetts
$444
AAP
762
Arax Advisory Partners
Colorado
$441
TWC
763
TD Waterhouse Canada
Ontario, Canada
$433 +$434 +4 New
TWP
764
TFO Wealth Partners
Ohio
$330 +$217 +2 +200%
SWA
765
SOA Wealth Advisors
New York
$220
FGAM
766
Financial Gravity Asset Management
Texas
$203 +$11.9K +110 New
Select Equity Group
767
Select Equity Group
New York
-$69.6M -670,172 Closed
Citadel Advisors
768
Citadel Advisors
Florida
-$40.4M -372,270 Closed
RAM
769
RWC Asset Management
United Kingdom
-$34.7M -333,811 Closed
CF
770
Cantor Fitzgerald
New York
-$21.1M -203,286 Closed
CSS
771
Cubist Systematic Strategies
Connecticut
-$18.2M -167,961 Closed
TI
772
Trexquant Investment
Connecticut
-$9.8M -94,257 Closed
PMEF
773
Point72 Middle East FZE
United Arab Emirates
-$8.58M -82,539 Closed
LFDLE
774
La Financiere de L'Echiquier
France
-$7.48M -72,000 Closed
VMPIC
775
Varma Mutual Pension Insurance Co
Finland
-$7.27M -70,000 Closed

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.