We are live on ! Find out more
EXPD icon

Expeditors International

597 hedge funds and large institutions have $12B invested in Expeditors International in 2018 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 191 increasing their positions, 227 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 42

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

17% more capital invested

Capital invested by funds: $10.3B → $12B (+$1.73B)

4% more funds holding

Funds holding: 573597 (+24)

2.07% more ownership

Funds ownership: 92.18%94.25% (+2.1%)

16% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 227

29% less call options, than puts

Call options by funds: $16.3M | Put options by funds: $23M

Holders
597
Holders Change
+24
Holders Change %
+4.19%
% of All Funds
13.67%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
70
Increased
191
Reduced
227
Closed
42
Calls
$16.3M
Puts
$23M
Net Calls
-$6.75M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
151
Burgundy Asset Management
Ontario, Canada
$6.26M +$1.56M +22,276 +35%
Schroder Investment Management Group
152
Schroder Investment Management Group
United Kingdom
$6.15M -$211K -3,014 -3%
BB
153
Busey Bank
Illinois
$6.04M -$3.27M -46,777 -36%
MSL
154
Mackay Shields LLC
New York
$6.01M +$3.65M +52,270 +175%
Retirement Systems of Alabama
155
Retirement Systems of Alabama
Alabama
$5.99M -$166K -2,378 -3%
JMPWA
156
JP Morgan Private Wealth Advisors
California
$5.75M -$135K -1,933 -2%
Royal London Asset Management
157
Royal London Asset Management
United Kingdom
$5.61M +$5.36M +76,679 New
EGM
158
Engineers Gate Manager
New York
$5.58M +$5.34M +76,393 New
ACI
159
AMP Capital Investors
Australia
$5.58M +$1.81M +25,844 +51%
AI
160
Ariel Investments
Illinois
$5.45M +$67.5K +966 +1%
BCIM
161
British Columbia Investment Management
British Columbia, Canada
$5.43M -$1.58M -22,571 -23%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$5.32M +$185K +2,643 +4%
AIM
163
Achmea Investment Management
Netherlands
$5.26M
AL
164
AJO LP
Pennsylvania
$5.23M +$722K +10,327 +17%
AIG
165
American International Group
New York
$5.17M -$36.8K -527 -0.7%
JA
166
JLB & Associates
Michigan
$5.04M +$1.14M +16,273 +31%
MAM
167
Martingale Asset Management
Massachusetts
$4.97M +$1.52M +21,728 +47%
LPL Financial
168
LPL Financial
California
$4.88M +$631K +9,025 +16%
NAM
169
Nissay Asset Management
Japan
$4.72M -$1.15M -16,424 -20%
RBA
170
Richard Bernstein Advisors
New York
$4.67M +$4.46M +63,829 New
UH
171
Unigestion Holding
Switzerland
$4.61M +$4.4M +63,000 New
GC
172
Guggenheim Capital
Illinois
$4.59M -$37.8M -540,581 -90%
JG
173
Jefferies Group
New York
$4.48M +$3.59M +51,443 +522%
State of Tennessee, Department of Treasury
174
State of Tennessee, Department of Treasury
Tennessee
$4.42M +$1.26M +18,036 +43%
Victory Capital Management
175
Victory Capital Management
Texas
$4.39M +$472K +6,748 +13%

EXPD Hedge Fund Activity: Q2 2018 in Review

597 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q2 2018, worth a combined $12B — up 17% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EXPD positions and 42 closed out — a net gain of 28 holders — while 191 added to existing stakes and 227 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $69.6M. The largest seller was Janus Henderson Group, cutting an estimated $39.1M.

  • 597 institutional investors held Expeditors International (EXPD) as of Q2 2018, up from 573 in Q1 2018.
  • Funds reported $12B of Expeditors International stock for Q2 2018, up 17% quarter-over-quarter.
  • 70 funds opened new Expeditors International positions in Q2 2018 and 42 closed out, a net change of +28 holders.
  • The largest Expeditors International buyer in Q2 2018 was Fidelity Investments, an estimated $69.6M added.
  • The largest Expeditors International seller in Q2 2018 was Janus Henderson Group, an estimated $39.1M sold.

Based on aggregated 13F filings for Q2 2018.