Expeditors International
EXPD
524 hedge funds and large institutions have $9.1B invested in Expeditors International in 2016 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 172 increasing their positions, 199 reducing their positions, and 50 closing their positions.
57% more capital inflows, than outflows
Capital inflows: $1.06B | Capital outflows: $675M
50% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 50
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
3.77% more ownership
Funds ownership: 91.47% → 95.24% (+3.8%)
3% more funds holding
Funds holding: 510 → 524 (+14)
9% less call options, than puts
Call options by funds: $33M | Put options by funds: $36.4M
14% less repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 199
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$96.3M |
| 2 |
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$95.4M |
| 3 |
Bank of New York Mellon
New York
|
+$88M |
| 4 |
BlackRock Fund Advisors
San Francisco,
California
|
+$40.7M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$35.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$123M |
| 2 |
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$69.1M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$37M |
| 4 |
Hennessy Advisors Inc
Novato,
California
|
-$32.8M |
| 5 |
International Value Advisers
|
-$30.9M |
EXPD Hedge Fund Activity: Q4 2016 in Review
524 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q4 2016, worth a combined $9.1B — up 7.1% from $8.5B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new EXPD positions and 50 closed out — a net gain of 25 holders — while 172 added to existing stakes and 199 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $96.3M. The largest seller was Select Equity Group, cutting an estimated $123M.
- 524 institutional investors held Expeditors International (EXPD) as of Q4 2016, up from 510 in Q3 2016.
- Funds reported $9.1B of Expeditors International stock for Q4 2016, up 7.1% quarter-over-quarter.
- 75 funds opened new Expeditors International positions in Q4 2016 and 50 closed out, a net change of +25 holders.
- The largest Expeditors International buyer in Q4 2016 was Fidelity Investments, an estimated $96.3M added.
- The largest Expeditors International seller in Q4 2016 was Select Equity Group, an estimated $123M sold.
Based on aggregated 13F filings for Q4 2016.