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Expeditors International
EXPD

Overview Fund Activity

815 hedge funds and large institutions have $14.6B invested in Expeditors International in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 264 increasing their positions, 333 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+4
Holders Change %
+0.49%
% of All Funds
10.85%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
102
Increased
264
Reduced
333
Closed
86
Calls
$54.2M
Puts
$7.29M
Net Calls
+$46.9M
Net Calls Change
-$163K

Top Buyers

1
First Eagle Investment Management
First Eagle Investment Management
New York
$451M
2
UBS Group
UBS Group
Switzerland
$165M
3
Boston Partners
Boston Partners
Massachusetts
$421M
4
First Trust Advisors
First Trust Advisors
Illinois
$303M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$107M

Top Sellers

1
BlackRock
BlackRock
New York
$1.72B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$69M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$168M
4
STA
Summit Trail Advisors
New York
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSWM
801
Cassady Schiller Wealth Management
Ohio
$886 +$886 +8 New
BFPW
802
BOK Financial Private Wealth
Colorado
$776 +$776 +7 New
GFPC
803
Global Financial Private Client
Florida
$775 +$775 +7 New
CPG
804
Cornerstone Planning Group
New Jersey
$692 +$115 +1 +20%
MA
805
MCF Advisors
Kentucky
$665 – – –
HFS
806
Horizon Financial Services
North Carolina
$665 – – –
RTC
807
Riverview Trust Company
Washington
$554 – – –
OSNBOA
808
Old Second National Bank of Aurora
Illinois
$554 +$554 +5 New
ACA
809
Atlas Capital Advisors
Wyoming
$553 – – –
CFGS
810
Concourse Financial Group Securities
Alabama
$449 – – –
PWM
811
Parkworth Wealth Management
California
$443 +$443 +4 New
WWP
812
WR Wealth Planners
Missouri
$332 +$332 +3 New
WW
813
Winnow Wealth
Texas
$280 +$280 +3 New
NS
814
NBC Securities
Alabama
$198 -$354K -1,788 -100%
RFG
815
REAP Financial Group
Texas
$55 +$55 +1 New
STA
816
Summit Trail Advisors
New York
– -$48.7M -370,993 Closed
CSS
817
Cubist Systematic Strategies
Connecticut
– -$7.52M -57,238 Closed
MPM
818
Meritage Portfolio Management
Kansas
– -$7.36M -56,012 Closed
AAM
819
Azzad Asset Management
Virginia
– -$6.11M -46,469 Closed
WAM
820
Weiss Asset Management
Massachusetts
– -$5.96M -45,368 Closed
SEC
821
Seven Eight Capital
New York
– -$5.65M -43,000 Closed
Simplex Trading
822
Simplex Trading
Illinois
– -$4.89M -37,232 Closed
Point72 Asset Management
823
Point72 Asset Management
Connecticut
– -$4.36M -33,206 Closed
PD
824
Point72 (DIFC)
United Arab Emirates
– -$2.82M -21,494 Closed
IMCOOI
825
Investment Management Corp of Ontario (IMCO)
Canada
– -$2.08M -15,807 Closed
31 32
33
34 35