We are live on ! Find out more
EXPD icon

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
CA
801
Cullinan Associates
Kentucky
-$327K -3,147 Closed
MWM
802
Merriman Wealth Management
Washington
-$304K -2,926 Closed
BC
803
Burney Company
Virginia
-$300K -2,885 Closed
BAM
804
Blueshift Asset Management
New Jersey
-$297K -2,861 Closed
WAM
805
WNY Asset Management
New York
-$276K -2,652 Closed
CBNLCF
806
Cognios Beta Neutral Large Cap Fund
Kansas
-$257K -2,471 Closed
FEG
807
Financial Enhancement Group
Indiana
-$255K -2,254 Closed
SCM
808
Stevens Capital Management
Pennsylvania
-$232K -2,232 Closed
RA
809
RFG Advisory
Alabama
-$201K -1,719 Closed
Simplex Trading
810
Simplex Trading
Illinois
-$158K -1,453 Closed
FA
811
Fortis Advisors
Pennsylvania
-$110K -1,056 Closed
CIP
812
Convergence Investment Partners
Florida
-$108K -1,044 Closed
MS
813
Marshall & Sullivan
Washington
-$88.6K -853 Closed
AWM
814
Ameliora Wealth Management
Switzerland
-$73.7K -709 Closed
N
815
Natixis
France
-$65.4K -629 Closed
AF
816
Affiance Financial
Minnesota
-$56.2K -541 Closed
MIFH
817
Migdal Insurance & Financial Holdings
Israel
-$51K -480 Closed
MCC
818
Money Concepts Capital
Florida
-$38.1K -367 Closed
USCWA
819
U.S. Capital Wealth Advisors
Texas
-$32.6K -314 Closed
HNWAG
820
High Net Worth Advisory Group
Florida
-$27.6K -266 Closed
AWM
821
Accurate Wealth Management
Florida
-$26.2K -241 Closed
DCP
822
Distillate Capital Partners
Illinois
-$11.2K -108 Closed
MPCL
823
My Personal CFO LLC
Washington
-$11.1K -107 Closed
ZIG
824
Zullo Investment Group
Pennsylvania
-$6.03K -58 Closed
MUMSS
825
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$5K -50 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.