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Expeditors International

600 hedge funds and large institutions have $12.3B invested in Expeditors International in 2019 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 219 increasing their positions, 207 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

638% more call options, than puts

Call options by funds: $61.4M | Put options by funds: $8.32M

147% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 34

7% more funds holding

Funds holding: 563600 (+37)

5% more capital invested

Capital invested by funds: $11.7B → $12.3B (+$600M)

6% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 207

0.06% more ownership

Funds ownership: 92.49%92.55% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
600
Holders Change
+37
Holders Change %
+6.57%
% of All Funds
11.82%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
84
Increased
219
Reduced
207
Closed
34
Calls
$61.4M
Puts
$8.32M
Net Calls
+$53.1M
Net Calls Change
+$51M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.66B -$21.5M -286,674 -1%
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$1.27B +$33.4M +446,005 +3%
BlackRock
3
BlackRock
New York
$1.15B -$92.5M -1,234,887 -8%
State Street
4
State Street
Massachusetts
$742M -$98.3K -1,312 -0%
FMI
5
Fiduciary Management Inc
Wisconsin
$445M -$9.17M -122,348 -2%
Bank of America
6
Bank of America
North Carolina
$353M +$5.99M +79,928 +2%
BCF
7
BLS Capital Fondsmaeglerselskab
Denmark
$314M +$12.3M +164,700 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$222M +$8.72M +116,345 +4%
Northern Trust
9
Northern Trust
Illinois
$172M +$2.71M +36,232 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$157M -$14M -186,499 -8%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$150M +$213K +2,845 +0.1%
Parnassus Investments
12
Parnassus Investments
California
$132M +$54.5M +727,785 +75%
Norges Bank
13
Norges Bank
Norway
$131M
Ameriprise
14
Ameriprise
Minnesota
$123M -$27.8M -371,201 -19%
Goldman Sachs
15
Goldman Sachs
New York
$121M +$31.8M +424,341 +37%
AAMU
16
Amundi Asset Management US
Massachusetts
$118M +$2.62M +34,957 +2%
Legal & General Group
17
Legal & General Group
United Kingdom
$118M +$360K +4,801 +0.3%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$118M +$83.7M +1,117,530 +286%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$117M +$12.3M +164,046 +12%
UBS AM
20
UBS AM
Illinois
$110M -$14.9M -198,232 -12%
MCI
21
McDonald Capital Investors
California
$108M -$6.19M -82,588 -6%
JSP
22
Jackson Square Partners
California
$105M +$1.39M +18,612 +1%
Boston Partners
23
Boston Partners
Massachusetts
$99.5M +$95.6M +1,275,580 New
Baird Financial Group
24
Baird Financial Group
Wisconsin
$99.1M +$970K +12,951 +1%
Kayne Anderson Rudnick Investment Management
25
Kayne Anderson Rudnick Investment Management
California
$94.7M +$5.32M +70,999 +6%

EXPD Hedge Fund Activity: Q4 2019 in Review

600 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q4 2019, worth a combined $12.3B — up 5.1% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new EXPD positions and 34 closed out — a net gain of 50 holders — while 219 added to existing stakes and 207 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $95.6M. The largest seller was BlackRock, cutting an estimated $92.5M.

  • 600 institutional investors held Expeditors International (EXPD) as of Q4 2019, up from 563 in Q3 2019.
  • Funds reported $12.3B of Expeditors International stock for Q4 2019, up 5.1% quarter-over-quarter.
  • 84 funds opened new Expeditors International positions in Q4 2019 and 34 closed out, a net change of +50 holders.
  • The largest Expeditors International buyer in Q4 2019 was Boston Partners, an estimated $95.6M added.
  • The largest Expeditors International seller in Q4 2019 was BlackRock, an estimated $92.5M sold.

Based on aggregated 13F filings for Q4 2019.