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Expeditors International

766 hedge funds and large institutions have $16.4B invested in Expeditors International in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 268 increasing their positions, 265 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 69

2% more funds holding

Funds holding: 751766 (+15)

1.19% more ownership

Funds ownership: 96.74%97.92% (+1.2%)

3% more capital invested

Capital invested by funds: $15.9B → $16.4B (+$537M)

1% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 265

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

74% less call options, than puts

Call options by funds: $9.85M | Put options by funds: $37.5M

Holders
766
Holders Change
+15
Holders Change %
+2%
% of All Funds
12.21%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
98
Increased
268
Reduced
265
Closed
69
Calls
$9.85M
Puts
$37.5M
Net Calls
-$27.7M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.19B -$80.6M -742,313 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.1B +$3.05M +28,110 +0.1%
State Street
3
State Street
Massachusetts
$952M -$47.9M -441,223 -5%
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$728M -$16.6M -152,946 -2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$417M -$8.65M -79,703 -2%
Bank of America
6
Bank of America
North Carolina
$385M +$53M +488,561 +16%
Boston Partners
7
Boston Partners
Massachusetts
$335M +$53.4M +491,704 +19%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$303M -$63.1K -581 -0%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$276M -$14.5M -133,112 -5%
Invesco
10
Invesco
Georgia
$265M +$21.7M +200,071 +9%
BCF
11
BLS Capital Fondsmaeglerselskab
Denmark
$246M +$2.81M +25,870 +1%
Northern Trust
12
Northern Trust
Illinois
$243M -$4.62M -42,561 -2%
UBS AM
13
UBS AM
Illinois
$227M +$5.97M +55,024 +3%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$221M +$6.94M +63,950 +3%
Morgan Stanley
15
Morgan Stanley
New York
$213M -$9.08M -83,624 -4%
Amundi
16
Amundi
France
$198M -$5.11M -47,019 -2%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$195M +$4.65M +42,785 +2%
Legal & General Group
18
Legal & General Group
United Kingdom
$187M -$4.75M -43,704 -3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$184M -$4.1M -37,773 -2%
Principal Financial Group
20
Principal Financial Group
Iowa
$176M -$17.9M -164,619 -9%
ProShare Advisors
21
ProShare Advisors
Maryland
$175M -$17.4M -160,692 -9%
MA
22
Marshfield Associates
District of Columbia
$164M +$2.2M +20,301 +1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$139M -$974K -8,971 -0.7%
Pacer Advisors
24
Pacer Advisors
Pennsylvania
$134M +$46.7M +429,718 +55%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$130M -$2.24M -20,669 -2%

EXPD Hedge Fund Activity: Q1 2023 in Review

766 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q1 2023, worth a combined $16.4B — up 3.4% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new EXPD positions and 69 closed out — a net gain of 29 holders — while 268 added to existing stakes and 265 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $233M. The largest seller was First Trust Advisors, cutting an estimated $196M.

  • 766 institutional investors held Expeditors International (EXPD) as of Q1 2023, up from 751 in Q4 2022.
  • Funds reported $16.4B of Expeditors International stock for Q1 2023, up 3.4% quarter-over-quarter.
  • 98 funds opened new Expeditors International positions in Q1 2023 and 69 closed out, a net change of +29 holders.
  • The largest Expeditors International buyer in Q1 2023 was Envestnet Asset Management, an estimated $233M added.
  • The largest Expeditors International seller in Q1 2023 was First Trust Advisors, an estimated $196M sold.

Based on aggregated 13F filings for Q1 2023.