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Expeditors International

779 hedge funds and large institutions have $20.7B invested in Expeditors International in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 282 increasing their positions, 241 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 47

85% more call options, than puts

Call options by funds: $36.8M | Put options by funds: $19.9M

17% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 241

12% more capital invested

Capital invested by funds: $18.4B → $20.7B (+$2.28B)

11% more funds holding

Funds holding: 703779 (+76)

0.85% more ownership

Funds ownership: 91.04%91.89% (+0.85%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
779
Holders Change
+76
Holders Change %
+10.81%
% of All Funds
11.99%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
133
Increased
282
Reduced
241
Closed
47
Calls
$36.8M
Puts
$19.9M
Net Calls
+$16.9M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.08B +$227M +1,812,773 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.62B +$2.47M +19,737 +0.1%
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$1.37B -$68M -543,170 -5%
State Street
4
State Street
Massachusetts
$1.25B +$57.1M +455,974 +5%
Bank of America
5
Bank of America
North Carolina
$579M -$23.8M -190,446 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$468M +$8.79M +70,220 +2%
Invesco
7
Invesco
Georgia
$337M +$71.7M +573,030 +30%
Northern Trust
8
Northern Trust
Illinois
$333M +$7.74M +61,829 +3%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$327M -$2.6M -20,746 -0.8%
First Trust Advisors
10
First Trust Advisors
Illinois
$325M +$3.92M +31,347 +1%
Amundi
11
Amundi
France
$249M +$1.22M +9,721 +0.5%
Legal & General Group
12
Legal & General Group
United Kingdom
$245M -$15.4M -122,704 -6%
UBS AM
13
UBS AM
Illinois
$239M -$84.4K -674 -0%
Principal Financial Group
14
Principal Financial Group
Iowa
$221M -$10.5M -83,636 -5%
Boston Partners
15
Boston Partners
Massachusetts
$210M -$4.66M -37,202 -2%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$197M +$40.3M +321,473 +28%
AQR Capital Management
17
AQR Capital Management
Connecticut
$195M -$25M -200,034 -12%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$193M -$4.42M -35,317 -2%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$190M +$596K +4,764 +0.3%
Norges Bank
20
Norges Bank
Norway
$189M -$8.81M -70,341 -5%
CRC
21
Cedar Rock Capital
United Kingdom
$178M
MA
22
Marshfield Associates
District of Columbia
$178M -$63.9K -510 -0%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$173M -$3.44M -27,491 -2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$167M +$869K +6,938 +0.6%
ProShare Advisors
25
ProShare Advisors
Maryland
$165M +$14.8M +118,569 +11%

EXPD Hedge Fund Activity: Q4 2021 in Review

779 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q4 2021, worth a combined $20.7B — up 12% from $18.4B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EXPD positions and 47 closed out — a net gain of 86 holders — while 282 added to existing stakes and 241 trimmed.

The largest buyer was BlackRock, adding an estimated $227M. The largest seller was Fiduciary Management Inc, exiting entirely with an estimated $173M sold.

  • 779 institutional investors held Expeditors International (EXPD) as of Q4 2021, up from 703 in Q3 2021.
  • Funds reported $20.7B of Expeditors International stock for Q4 2021, up 12% quarter-over-quarter.
  • 133 funds opened new Expeditors International positions in Q4 2021 and 47 closed out, a net change of +86 holders.
  • The largest Expeditors International buyer in Q4 2021 was BlackRock, an estimated $227M added.
  • The largest Expeditors International seller in Q4 2021 was Fiduciary Management Inc, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2021.