EXPD icon

Expeditors International
EXPD

Overview Fund Activity

800 hedge funds and large institutions have $16.5B invested in Expeditors International in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 258 increasing their positions, 342 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
-13
Holders Change %
-1.6%
% of All Funds
11.6%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
70
Increased
258
Reduced
342
Closed
74
Calls
$19.3M
Puts
$17.7M
Net Calls
+$1.57M
Net Calls Change
+$6.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.19B
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$93.5M
3
Bank of America
3
Bank of America
North Carolina
$362M
4
Invesco
4
Invesco
Georgia
$338M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$31.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$223M
2
State Street
2
State Street
Massachusetts
$935M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$173M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$16.6M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
751
Concord Wealth Partners
Virginia
$7.06K -$105K -865 -94%
CA
752
Clearstead Advisors
Ohio
$6.82K -$3.06K -26 -31%
CFGS
753
Concourse Financial Group Securities
Alabama
$6.81K – – –
RFG
754
RFP Financial Group
Georgia
$6.57K -$7.66K -63 -54%
CIA
755
Cape Investment Advisory
Georgia
$5.71K – – –
AFWM
756
Abich Financial Wealth Management
Virginia
$5.23K +$1.09K +9 +26%
SC
757
Solstein Capital
California
$4.86K – – –
DJSG
758
D.J. St. Germain
Massachusetts
$4.86K – – –
BWL
759
Bogart Wealth LLC
Virginia
$4.38K – – –
EC
760
EntryPoint Capital
New York
$4.38K +$4.38K +36 New
SIC
761
SJS Investment Consulting
Ohio
$4.01K -$122 -1 -3%
AS
762
Altshuler Shaham
Israel
$3.77K +$3.77K +31 New
MA
763
Montag & Associates
Georgia
$3.65K – – –
WPA
764
West Paces Advisors
Georgia
$3.16K -$4.62K -38 -59%
NRG
765
Nemes Rush Group
Michigan
$3.16K – – –
DPW
766
DiNuzzo Private Wealth
Pennsylvania
$2.43K – – –
TCOV
767
Trust Company of Vermont
Vermont
$2.31K – – –
S
768
Sachetta
Massachusetts
$2.29K – – –
APC
769
Aspire Private Capital
North Carolina
$2.19K – – –
AAP
770
Arax Advisory Partners
Colorado
$2.07K +$1.58K +13 +325%
CFFP
771
Center for Financial Planning
Michigan
$2.07K +$2.07K +17 New
AW
772
Avion Wealth
Texas
$2K -$571 -4 -22%
GFL
773
Granite FO LLC
New Hampshire
$1.72K +$1.72K +14 New
LIM
774
Longfellow Investment Management
Massachusetts
$1.34K – – –
UFF
775
USA Financial Formulas
Michigan
$1.22K -$318K -2,618 -100%
29 30
31
32 33