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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
Mitsubishi UFJ Asset Management
101
Mitsubishi UFJ Asset Management
Japan
$21.6M +$370K +3,412 +2%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$21.5M -$11.5M -105,838 -35%
CIM
103
Confluence Investment Management
Missouri
$21.4M +$363K +3,343 +2%
TAM
104
Todd Asset Management
Kentucky
$20.7M -$1.45M -13,350 -7%
SLAM
105
Swiss Life Asset Management
$19.5M +$4.29M +39,474 +29%
New York State Teachers Retirement System (NYSTRS)
106
New York State Teachers Retirement System (NYSTRS)
New York
$19.3M +$703K +6,475 +4%
NPA
107
Nichols & Pratt Advisers
Massachusetts
$18.5M -$593K -5,460 -3%
LRPA
108
L. Roy Papp & Associates
Arizona
$17.7M +$1.59M +14,687 +10%
Ensign Peak Advisors
109
Ensign Peak Advisors
Utah
$17.6M -$1.1M -10,125 -6%
Prudential Financial
110
Prudential Financial
New Jersey
$17.4M +$208K +1,915 +1%
Millennium Management
111
Millennium Management
New York
$17M +$9.3M +85,607 +125%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$16.4M -$4.06M -37,381 -20%
DZ Bank
113
DZ Bank
Germany
$15.9M +$4M +36,852 +34%
AAF
114
Andra AP-fonden
Sweden
$15.8M +$2.07M +19,100 +15%
DLA
115
Douglas Lane & Associates
New York
$15.6M -$90.6K -834 -0.6%
Adage Capital Partners
116
Adage Capital Partners
Massachusetts
$15.3M +$2.98M +27,400 +24%
WF
117
Welch & Forbes
Massachusetts
$15.2M -$195K -1,795 -1%
JAM
118
Jupiter Asset Management
United Kingdom
$15.2M +$15M +138,129 New
Truist Financial
119
Truist Financial
North Carolina
$14.9M -$3.74M -34,402 -20%
IMRF
120
Illinois Municipal Retirement Fund
Illinois
$14.7M -$1.21M -11,143 -8%
State of Wisconsin Investment Board
121
State of Wisconsin Investment Board
Wisconsin
$14.6M +$2.93M +26,969 +26%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$14.5M -$336K -3,096 -2%
Stifel Financial
123
Stifel Financial
Missouri
$14.4M +$641K +5,904 +5%
BGIM
124
Brandywine Global Investment Management
Pennsylvania
$14.2M +$2.82M +25,954 +25%
JFG
125
Jefferies Financial Group
New York
$13.9M +$13.7M +125,800 New

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.