Gogo Inc
GOGO
147 hedge funds and large institutions have $823M invested in Gogo Inc in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 42 reducing their positions, and 24 closing their positions.
69% more capital invested
Capital invested by funds: $489M → $823M (+$335M)
47% more call options, than puts
Call options by funds: $89.9M | Put options by funds: $61.2M
46% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 24
31% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 42
8% more funds holding
Funds holding: 136 → 147 (+11)
7.41% more ownership
Funds ownership: 58.53% → 65.94% (+7.4%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GL
GTCR LLC
Chicago,
Illinois
|
+$221M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$31.6M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$25M |
| 4 |
Two Sigma Advisers
New York
|
+$10.6M |
| 5 |
D.E. Shaw & Co
New York
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mudrick Capital Management
New York
|
-$38.2M |
| 2 |
JP Morgan Chase
New York
|
-$11.8M |
| 3 |
Renaissance Technologies
New York
|
-$9.19M |
| 4 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
-$8.37M |
| 5 |
SA
Sycale Advisors
New York
|
-$6.99M |
GOGO Hedge Fund Activity: Q2 2021 in Review
147 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Gogo Inc (GOGO) for Q2 2021, worth a combined $823M — up 69% from $489M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new GOGO positions and 24 closed out — a net gain of 11 holders — while 55 added to existing stakes and 42 trimmed.
The largest buyer was GTCR LLC, adding an estimated $221M. The largest seller was Mudrick Capital Management, exiting entirely with an estimated $38.2M sold.
- 147 institutional investors held Gogo Inc (GOGO) as of Q2 2021, up from 136 in Q1 2021.
- Funds reported $823M of Gogo Inc stock for Q2 2021, up 69% quarter-over-quarter.
- 35 funds opened new Gogo Inc positions in Q2 2021 and 24 closed out, a net change of +11 holders.
- The largest Gogo Inc buyer in Q2 2021 was GTCR LLC, an estimated $221M added.
- The largest Gogo Inc seller in Q2 2021 was Mudrick Capital Management, an estimated $38.2M sold.
Based on aggregated 13F filings for Q2 2021.