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Expeditors International

810 hedge funds and large institutions have $16.1B invested in Expeditors International in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 281 increasing their positions, 338 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 71

0% more funds holding

Funds holding: 808810 (+2)

3% less capital invested

Capital invested by funds: $16.6B → $16.1B (-$443M)

3.34% less ownership

Funds ownership: 94.79%91.45% (-3.3%)

17% less repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 338

18% less call options, than puts

Call options by funds: $64M | Put options by funds: $77.6M

Holders
810
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
11.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
83
Increased
281
Reduced
338
Closed
71
Calls
$64M
Puts
$77.6M
Net Calls
-$13.7M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
776
Elevation Wealth Partners
California
$3.87K +$3.69K +31 New
MA
777
Montag & Associates
Georgia
$3.74K
WPA
778
West Paces Advisors
Georgia
$3.25K
CWP
779
Concord Wealth Partners
Virginia
$3.13K -$3.93K -33 -57%
CAL
780
Capital Advisors Ltd
Ohio
$3K +$1.55K +13 +108%
FMP
781
Financial Management Professionals
Texas
$3K +$2.98K +25 New
DPW
782
DiNuzzo Private Wealth
Pennsylvania
$3K +$477 +4 +20%
HCP
783
Hexagon Capital Partners
Arkansas
$3K +$1.91K +16 +200%
CFGS
784
Concourse Financial Group Securities
Alabama
$2.87K -$3.93K -33 -59%
PP
785
Pacifica Partners
Canada
$2.85K +$2.74K +23 New
WWP
786
WR Wealth Planners
Missouri
$2.5K -$4.65K -39 -66%
OWA
787
Opal Wealth Advisors
New York
$2.37K +$2.26K +19 New
TCOV
788
Trust Company of Vermont
Vermont
$2.37K
APC
789
Aspire Private Capital
North Carolina
$2.25K
RCM
790
Raleigh Capital Management
North Carolina
$2.25K +$953 +8 +80%
CFFP
791
Center for Financial Planning
Michigan
$2.12K
AW
792
Avion Wealth
Texas
$2K +$834 +7 +50%
TFM
793
TFC Financial Management
Massachusetts
$1.88K +$1.19K +10 +200%
CAM
794
Creekmur Asset Management
Illinois
$1.87K +$1.79K +15 New
DF
795
Dunhill Financial
United Kingdom
$1.57K +$357 +3 +30%
LIM
796
Longfellow Investment Management
Massachusetts
$1.37K
TWD
797
True Wealth Design
Ohio
$1.25K +$238 +2 +25%
FW
798
Fairway Wealth
Ohio
$1.25K +$1.19K +10 New
NL
799
NVWM LLC
Pennsylvania
$1.12K +$1.07K +9 New
AWM
800
Abound Wealth Management
Tennessee
$1K +$596 +5 +167%

EXPD Hedge Fund Activity: Q2 2024 in Review

810 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q2 2024, worth a combined $16.1B — down 2.7% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new EXPD positions and 71 closed out — a net gain of 12 holders — while 281 added to existing stakes and 338 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $195M. The largest seller was BlackRock, cutting an estimated $210M.

  • 810 institutional investors held Expeditors International (EXPD) as of Q2 2024, up from 808 in Q1 2024.
  • Funds reported $16.1B of Expeditors International stock for Q2 2024, down 2.7% quarter-over-quarter.
  • 83 funds opened new Expeditors International positions in Q2 2024 and 71 closed out, a net change of +12 holders.
  • The largest Expeditors International buyer in Q2 2024 was Citadel Advisors, an estimated $195M added.
  • The largest Expeditors International seller in Q2 2024 was BlackRock, an estimated $210M sold.

Based on aggregated 13F filings for Q2 2024.