We are live on ! Find out more
EXPD icon

Expeditors International

597 hedge funds and large institutions have $12B invested in Expeditors International in 2018 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 191 increasing their positions, 227 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 42

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

17% more capital invested

Capital invested by funds: $10.3B → $12B (+$1.73B)

4% more funds holding

Funds holding: 573597 (+24)

2.07% more ownership

Funds ownership: 92.18%94.25% (+2.1%)

16% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 227

29% less call options, than puts

Call options by funds: $16.3M | Put options by funds: $23M

Holders
597
Holders Change
+24
Holders Change %
+4.19%
% of All Funds
13.67%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
70
Increased
191
Reduced
227
Closed
42
Calls
$16.3M
Puts
$23M
Net Calls
-$6.75M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.48B +$34.8M +498,460 +3%
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$1.17B +$29.9M +428,454 +3%
BlackRock
3
BlackRock
New York
$1.04B -$18M -256,979 -2%
State Street
4
State Street
Massachusetts
$680M -$23.8M -341,204 -4%
FMI
5
Fiduciary Management Inc
Wisconsin
$486M -$31.7M -453,239 -6%
Select Equity Group
6
Select Equity Group
New York
$314M -$5.48M -78,363 -2%
Bank of America
7
Bank of America
North Carolina
$312M +$16.1M +230,288 +6%
CBOA
8
Commonwealth Bank of Australia
Australia
$236M -$14.1M -201,320 -6%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$200M -$5.31M -75,987 -3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$195M +$69.6M +995,371 +59%
Northern Trust
11
Northern Trust
Illinois
$190M -$3.46M -49,550 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$177M +$3.74M +53,566 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$164M +$911K +13,030 +0.6%
Wells Fargo
14
Wells Fargo
California
$158M +$62.5M +893,722 +70%
BCF
15
BLS Capital Fondsmaeglerselskab
Denmark
$152M -$26.2M -375,300 -15%
WRF
16
Waddell & Reed Financial
Kansas
$140M -$9.7M -138,799 -7%
Goldman Sachs
17
Goldman Sachs
New York
$139M -$33M -472,150 -20%
Ameriprise
18
Ameriprise
Minnesota
$135M +$9.34M +133,600 +8%
MCI
19
McDonald Capital Investors
California
$129M -$4.57M -65,341 -4%
Norges Bank
20
Norges Bank
Norway
$127M -$9.64M -137,917 -7%
Morgan Stanley
21
Morgan Stanley
New York
$121M +$6.88M +98,486 +6%
UBS AM
22
UBS AM
Illinois
$107M +$8.37M +119,721 +9%
Deutsche Bank
23
Deutsche Bank
Germany
$92.5M +$565K +8,079 +0.6%
Invesco
24
Invesco
Georgia
$91.6M +$19.7M +281,907 +29%
IVA
25
International Value Advisers
$91.6M -$25.4M -363,378 -22%

EXPD Hedge Fund Activity: Q2 2018 in Review

597 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q2 2018, worth a combined $12B — up 17% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EXPD positions and 42 closed out — a net gain of 28 holders — while 191 added to existing stakes and 227 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $69.6M. The largest seller was Janus Henderson Group, cutting an estimated $39.1M.

  • 597 institutional investors held Expeditors International (EXPD) as of Q2 2018, up from 573 in Q1 2018.
  • Funds reported $12B of Expeditors International stock for Q2 2018, up 17% quarter-over-quarter.
  • 70 funds opened new Expeditors International positions in Q2 2018 and 42 closed out, a net change of +28 holders.
  • The largest Expeditors International buyer in Q2 2018 was Fidelity Investments, an estimated $69.6M added.
  • The largest Expeditors International seller in Q2 2018 was Janus Henderson Group, an estimated $39.1M sold.

Based on aggregated 13F filings for Q2 2018.