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Expeditors International

820 hedge funds and large institutions have $17B invested in Expeditors International in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 272 increasing their positions, 339 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $85.1M | Put options by funds: $38M

21% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 70

5% more capital invested

Capital invested by funds: $16.1B → $17B (+$850M)

1% more funds holding

Funds holding: 810820 (+10)

0.39% more ownership

Funds ownership: 91.45%91.83% (+0.39%)

20% less repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 339

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
820
Holders Change
+10
Holders Change %
+1.23%
% of All Funds
11.77%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
85
Increased
272
Reduced
339
Closed
70
Calls
$85.1M
Puts
$38M
Net Calls
+$47.1M
Net Calls Change
+$60.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
801
Oakworth Capital
Alabama
$1.71K +$1.59K +13 New
HWA
802
Heritage Wealth Advisors
Virginia
$1.58K +$1.47K +12 New
LIS
803
Legacy Investment Solutions
Idaho
$1.55K +$1.59K +13 New
LWMI
804
Legacy Wealth Management (Idaho)
Idaho
$1.55K +$1.59K +13 New
GSEP
805
Golden State Equity Partners
California
$1.45K -$507K -4,143 -100%
LIM
806
Longfellow Investment Management
Massachusetts
$1.45K
TWD
807
True Wealth Design
Ohio
$1.31K
IHWM
808
Iron Horse Wealth Management
Iowa
$1.05K
CA
809
Claris Advisors
Missouri
$920 +$857 +7 New
MA
810
MCF Advisors
Kentucky
$789
HFS
811
Horizon Financial Services
North Carolina
$788
ACA
812
Atlas Capital Advisors
Wyoming
$657
SFCL
813
Strengthening Families & Communities LLC
Massachusetts
$657
RTC
814
Riverview Trust Company
Washington
$657 +$612 +5 New
CPG
815
Cornerstone Planning Group
New Jersey
$598
NL
816
NVWM LLC
Pennsylvania
$526 -$612 -5 -56%
CFGS
817
Concourse Financial Group Securities
Alabama
$525 -$2.33K -19 -83%
RWM
818
Reston Wealth Management
Virginia
$263 +$245 +2 New
WBC
819
West Branch Capital
Massachusetts
$132 +$122 +1 New
CTB
820
Country Trust Bank
Illinois
$131
DWM
821
Dogwood Wealth Management
Kansas
$2
SAM
822
Scopus Asset Management
New York
-$61.8M -504,637 Closed
Connor, Clark & Lunn Investment Management (CC&L)
823
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$18.9M -151,753 Closed
HRCM
824
Hawk Ridge Capital Management
California
-$18.1M -144,943 Closed
Janney Montgomery Scott
825
Janney Montgomery Scott
Pennsylvania
-$13.6M -108,688 Closed

EXPD Hedge Fund Activity: Q3 2024 in Review

820 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q3 2024, worth a combined $17B — up 5.3% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new EXPD positions and 70 closed out — a net gain of 15 holders — while 272 added to existing stakes and 339 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $187M. The largest seller was Citadel Advisors, cutting an estimated $220M.

  • 820 institutional investors held Expeditors International (EXPD) as of Q3 2024, up from 810 in Q2 2024.
  • Funds reported $17B of Expeditors International stock for Q3 2024, up 5.3% quarter-over-quarter.
  • 85 funds opened new Expeditors International positions in Q3 2024 and 70 closed out, a net change of +15 holders.
  • The largest Expeditors International buyer in Q3 2024 was First Trust Advisors, an estimated $187M added.
  • The largest Expeditors International seller in Q3 2024 was Citadel Advisors, an estimated $220M sold.

Based on aggregated 13F filings for Q3 2024.