Expeditors International
EXPD
525 hedge funds and large institutions have $9.1B invested in Expeditors International in 2016 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 171 increasing their positions, 199 reducing their positions, and 50 closing their positions.
95.24% more ownership
Funds ownership: 0% → 95.24% (+95%)
54% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 50
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
8% more capital invested
Capital invested by funds: $8.46B → $9.1B (+$637M)
3% more funds holding
Funds holding: 509 → 525 (+16)
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: 171 | Existing positions reduced: 199
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$96.3M |
| 2 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$95.4M |
| 3 |
Bank of New York Mellon
New York
|
+$88M |
| 4 |
BFA
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 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$69.1M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$37M |
| 4 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$32.8M |
| 5 |
IVA
International Value Advisers
|
-$30.9M |
EXPD Hedge Fund Activity: Q4 2016 in Review
525 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q4 2016, worth a combined $9.1B — up 7.5% from $8.46B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new EXPD positions and 50 closed out — a net gain of 27 holders — while 171 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.
- 525 institutional investors held Expeditors International (EXPD) as of Q4 2016, up from 509 in Q3 2016.
- Funds reported $9.1B of Expeditors International stock for Q4 2016, up 7.5% quarter-over-quarter.
- 77 funds opened new Expeditors International positions in Q4 2016 and 50 closed out, a net change of +27 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.