Expeditors International
EXPD
493 hedge funds and large institutions have $7.5B invested in Expeditors International in 2014 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 160 increasing their positions, 192 reducing their positions, and 28 closing their positions.
136% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 28
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
9% more capital invested
Capital invested by funds: $6.89B → $7.5B (+$611M)
7% more funds holding
Funds holding: 460 → 493 (+33)
17% less repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 192
18% less call options, than puts
Call options by funds: $42.1M | Put options by funds: $51.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$41.8M |
| 2 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$28.5M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$24.8M |
| 4 |
PMAM
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
+$22.6M |
| 5 |
Goldman Sachs
New York
|
+$20.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$82.9M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$68.7M |
| 3 |
IVA
International Value Advisers
|
-$51.8M |
| 4 |
VanEck Associates
New York
|
-$44.3M |
| 5 |
NM
Naya Management
London,
United Kingdom
|
-$31.2M |
EXPD Hedge Fund Activity: Q4 2014 in Review
493 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q4 2014, worth a combined $7.5B — up 8.9% from $6.89B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new EXPD positions and 28 closed out — a net gain of 38 holders — while 160 added to existing stakes and 192 trimmed.
The largest buyer was Select Equity Group, opening a new position worth an estimated $41.8M. The largest seller was Wellington Management Group, cutting an estimated $82.9M.
- 493 institutional investors held Expeditors International (EXPD) as of Q4 2014, up from 460 in Q3 2014.
- Funds reported $7.5B of Expeditors International stock for Q4 2014, up 8.9% quarter-over-quarter.
- 66 funds opened new Expeditors International positions in Q4 2014 and 28 closed out, a net change of +38 holders.
- The largest Expeditors International buyer in Q4 2014 was Select Equity Group, an estimated $41.8M added.
- The largest Expeditors International seller in Q4 2014 was Wellington Management Group, an estimated $82.9M sold.
Based on aggregated 13F filings for Q4 2014.