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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
DILIC
176
Dai-ichi Life Insurance Company
Japan
$7.35M +$1.06M +9,758 +17%
PCOC
177
Power Corp of Canada
Canada
$7.3M +$4M +36,846 +112%
JMPWA
178
JP Morgan Private Wealth Advisors
California
$7.29M -$250K -2,305 -3%
ZAM
179
Zevin Asset Management
Massachusetts
$7.24M -$510K -4,696 -7%
GLA
180
Great Lakes Advisors
Illinois
$7.21M +$4.62M +42,526 +185%
SAM
181
Sawgrass Asset Management
Florida
$7.1M -$329K -3,027 -4%
Cerity Partners
182
Cerity Partners
New York
$6.99M -$103K -944 -2%
BBVA
183
Banco Bilbao Vizcaya Argentaria
Spain
$6.86M +$207K +1,905 +3%
UBS Group
184
UBS Group
Switzerland
$6.38M -$21.4M -197,435 -77%
SEI Investments
185
SEI Investments
Pennsylvania
$6.3M +$1.9M +17,493 +44%
VI
186
Vestcor Inc
New Brunswick, Canada
$6.25M +$1.39M +12,817 +29%
CGH
187
Crossmark Global Holdings
Texas
$6.08M +$584K +5,375 +11%
AIG
188
American International Group
New York
$6.02M +$17.8K +164 +0.3%
BS
189
Banco Santander
Spain
$5.92M -$961K -8,850 -14%
SOADOR
190
State of Alaska Department of Revenue
Alaska
$5.8M -$70.9K -653 -1%
JIM
191
Jensen Investment Management
Oregon
$5.8M
UIM
192
USS Investment Management
United Kingdom
$5.79M
AAM
193
Azzad Asset Management
Virginia
$5.76M -$102K -942 -2%
SOMRS
194
State of Michigan Retirement System
Michigan
$5.53M +$54.3K +500 +1%
SAM
195
Shell Asset Management
Netherlands
$5.49M +$719K +6,625 +15%
MGWM
196
Marks Group Wealth Management
Minnesota
$5.35M +$178K +1,641 +3%
ZIM
197
Zacks Investment Management
Illinois
$5.26M +$312K +2,878 +6%
Assenagon Asset Management
198
Assenagon Asset Management
Luxembourg
$5.23M -$13.7M -126,290 -73%
OSAM
199
O'Shaughnessy Asset Management
Connecticut
$5.2M +$4.66M +42,896 +993%
RRAM
200
River Road Asset Management
Kentucky
$5.18M -$64.5K -594 -1%

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.