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Expeditors International

821 hedge funds and large institutions have $17.5B invested in Expeditors International in 2023 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 238 increasing their positions, 353 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 60

9% more capital invested

Capital invested by funds: $16.1B → $17.5B (+$1.39B)

6% more funds holding

Funds holding: 771821 (+50)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.2% less ownership

Funds ownership: 94.76%94.57% (-0.2%)

21% less call options, than puts

Call options by funds: $19.4M | Put options by funds: $24.5M

33% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 353

Holders
821
Holders Change
+50
Holders Change %
+6.49%
% of All Funds
11.97%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
119
Increased
238
Reduced
353
Closed
60
Calls
$19.4M
Puts
$24.5M
Net Calls
-$5.13M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.19B -$41.9M -355,165 -2%
BlackRock
2
BlackRock
New York
$2.1B -$254M -2,149,446 -12%
State Street
3
State Street
Massachusetts
$1.03B -$25.3M -214,566 -3%
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$783M -$7.48M -63,400 -1%
Morgan Stanley
5
Morgan Stanley
New York
$489M +$227M +1,921,008 +100%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$457M -$16.9M -143,033 -4%
Boston Partners
7
Boston Partners
Massachusetts
$365M -$9.91M -84,067 -3%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$342M +$3.02M +25,580 +1%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$334M +$13.7M +115,978 +5%
Invesco
10
Invesco
Georgia
$316M -$27.5M -232,878 -9%
Bank of America
11
Bank of America
North Carolina
$307M -$24M -203,550 -8%
UBS AM
12
UBS AM
Illinois
$274M +$3.13M +26,558 +1%
Northern Trust
13
Northern Trust
Illinois
$273M -$5.82M -49,378 -2%
Amundi
14
Amundi
France
$250M -$14.6M -124,054 -6%
MA
15
Marshfield Associates
District of Columbia
$230M +$23.9M +202,779 +13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$229M +$15.2M +129,172 +8%
Legal & General Group
17
Legal & General Group
United Kingdom
$206M +$1.37M +11,616 +0.7%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$205M +$2.39M +20,272 +1%
First Trust Advisors
19
First Trust Advisors
Illinois
$202M +$159M +1,351,630 +581%
JP Morgan Chase
20
JP Morgan Chase
New York
$200M +$7.9M +66,958 +4%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$194M -$14.9M -126,493 -8%
Barclays
22
Barclays
United Kingdom
$190M +$47.4M +401,524 +37%
ProShare Advisors
23
ProShare Advisors
Maryland
$181M -$4.3M -36,454 -2%
Principal Financial Group
24
Principal Financial Group
Iowa
$177M -$12.4M -104,974 -7%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$160M +$8.51M +72,193 +6%

EXPD Hedge Fund Activity: Q4 2023 in Review

821 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Expeditors International (EXPD) for Q4 2023, worth a combined $17.5B — up 8.6% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new EXPD positions and 60 closed out — a net gain of 59 holders — while 238 added to existing stakes and 353 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $227M. The largest seller was BlackRock, cutting an estimated $254M.

  • 821 institutional investors held Expeditors International (EXPD) as of Q4 2023, up from 771 in Q3 2023.
  • Funds reported $17.5B of Expeditors International stock for Q4 2023, up 8.6% quarter-over-quarter.
  • 119 funds opened new Expeditors International positions in Q4 2023 and 60 closed out, a net change of +59 holders.
  • The largest Expeditors International buyer in Q4 2023 was Morgan Stanley, an estimated $227M added.
  • The largest Expeditors International seller in Q4 2023 was BlackRock, an estimated $254M sold.

Based on aggregated 13F filings for Q4 2023.