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Expeditors International
EXPD

Overview Fund Activity

791 hedge funds and large institutions have $17.4B invested in Expeditors International in 2023 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 237 increasing their positions, 328 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
791
Holders Change
+30
Holders Change %
+3.94%
% of All Funds
12.47%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
90
Increased
237
Reduced
328
Closed
59
Calls
$14M
Puts
$27.1M
Net Calls
-$13M
Net Calls Change
+$14.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$203M
2
UBS Group
UBS Group
Switzerland
$38.7M
3
Millennium Management
Millennium Management
New York
$40.6M
4
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$94M
5
Ameriprise
Ameriprise
Minnesota
$74.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$58.3M
2
BlackRock
BlackRock
New York
$2.3B
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.21B
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$2.75M
5
Bank of America
Bank of America
North Carolina
$356M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
751
Clearstead Advisors
Ohio
$6.3K +$4K +33 +174%
BAAM
752
Baker Avenue Asset Management
California
$5.81K – – –
CIA
753
Cape Investment Advisory
Georgia
$5.69K -$3.39K -28 -37%
SC
754
Solstein Capital
California
$4.85K – – –
WWP
755
WR Wealth Planners
Missouri
$4.85K – – –
DJSG
756
D.J. St. Germain
Massachusetts
$4.85K +$4.85K +40 New
CCM
757
Copeland Capital Management
Pennsylvania
$4.6K – – –
BWL
758
Bogart Wealth LLC
Virginia
$4.36K – – –
SIC
759
SJS Investment Consulting
Ohio
$4.12K -$485 -4 -11%
SA
760
SRH Advisors
Kansas
$3.96K – – –
MA
761
Montag & Associates
Georgia
$3.63K -$242 -2 -6%
DI
762
Disciplined Investments
Oklahoma
$3.15K -$121 -1 -4%
NRG
763
Nemes Rush Group
Michigan
$3.03K +$3.03K +25 New
RI
764
Ridgewood Investments
New Jersey
$2.3K – – –
APC
765
Aspire Private Capital
North Carolina
$2.18K – – –
HCP
766
Hexagon Capital Partners
Arkansas
$2.18K +$363 +3 +20%
LF
767
Lee Financial
Texas
$2.06K +$2.06K +17 New
TFA
768
Transamerica Financial Advisors
Florida
$2K -$200 -1 -9%
BCM
769
Birch Capital Management
Texas
$1.94K – – –
LCM
770
Logan Capital Management
Pennsylvania
$1.94K – – –
CWA
771
Clearview Wealth Advisors
Oregon
$1.82K +$1.82K +15 New
FGAM
772
Financial Gravity Asset Management
Texas
$1.53K +$139 +11 +10%
M
773
MOTCO
Texas
$1.45K +$1.45K +12 New
TFM
774
TFC Financial Management
Massachusetts
$1.34K +$850 +7 +175%
CFGS
775
Concourse Financial Group Securities
Alabama
$1.33K – – –
29 30
31
32 33