Expeditors International
EXPD
513 hedge funds and large institutions have $8.28B invested in Expeditors International in 2016 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 188 increasing their positions, 220 reducing their positions, and 70 closing their positions.
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
6% less call options, than puts
Call options by funds: $25M | Put options by funds: $26.7M
1.41% less ownership
Funds ownership: 94.64% → 93.22% (-1.4%)
5% less funds holding
Funds holding: 540 → 513 (-27)
13% less capital inflows, than outflows
Capital inflows: $630M | Capital outflows: $726M
15% less repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 220
31% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 70
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$105M |
| 2 |
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$42.7M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$40.6M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$40.4M |
| 5 |
Bank of New York Mellon
New York
|
+$23.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$63.8M |
| 2 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$36.1M |
| 3 |
AWM
Ashmore Wealth Management
Wilmington,
Delaware
|
-$35.5M |
| 4 |
IVA
International Value Advisers
|
-$27M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$24.2M |
EXPD Hedge Fund Activity: Q1 2016 in Review
513 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q1 2016, worth a combined $8.28B — up 6.5% from $7.77B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of EXPD and 48 opened new positions — a net loss of 22 holders — while 220 trimmed existing stakes and 188 added.
The largest buyer was Select Equity Group, adding an estimated $105M. The largest seller was Jennison Associates, exiting entirely with an estimated $63.8M sold.
- 513 institutional investors held Expeditors International (EXPD) as of Q1 2016, down from 540 in Q4 2015.
- Funds reported $8.28B of Expeditors International stock for Q1 2016, up 6.5% quarter-over-quarter.
- 48 funds opened new Expeditors International positions in Q1 2016 and 70 closed out, a net change of -22 holders.
- The largest Expeditors International buyer in Q1 2016 was Select Equity Group, an estimated $105M added.
- The largest Expeditors International seller in Q1 2016 was Jennison Associates, an estimated $63.8M sold.
Based on aggregated 13F filings for Q1 2016.