Expeditors International
EXPD
540 hedge funds and large institutions have $7.76B invested in Expeditors International in 2015 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 190 increasing their positions, 209 reducing their positions, and 48 closing their positions.
56% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 48
4% more funds holding
Funds holding: 519 → 540 (+21)
5% less capital invested
Capital invested by funds: $8.15B → $7.76B (-$395M)
9% less repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 209
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
41% less call options, than puts
Call options by funds: $19.5M | Put options by funds: $33M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$53.9M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$39.1M |
| 3 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$33.2M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$26.6M |
| 5 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
+$23.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$62.8M |
| 2 |
AWM
Ashmore Wealth Management
Wilmington,
Delaware
|
-$58.2M |
| 3 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$39.8M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$35.3M |
| 5 |
State Street
Boston,
Massachusetts
|
-$28.7M |
EXPD Hedge Fund Activity: Q4 2015 in Review
540 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q4 2015, worth a combined $7.76B — down 4.8% from $8.15B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new EXPD positions and 48 closed out — a net gain of 27 holders — while 190 added to existing stakes and 209 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $53.9M. The largest seller was Invesco, cutting an estimated $62.8M.
- 540 institutional investors held Expeditors International (EXPD) as of Q4 2015, up from 519 in Q3 2015.
- Funds reported $7.76B of Expeditors International stock for Q4 2015, down 4.8% quarter-over-quarter.
- 75 funds opened new Expeditors International positions in Q4 2015 and 48 closed out, a net change of +27 holders.
- The largest Expeditors International buyer in Q4 2015 was Goldman Sachs, an estimated $53.9M added.
- The largest Expeditors International seller in Q4 2015 was Invesco, an estimated $62.8M sold.
Based on aggregated 13F filings for Q4 2015.