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Gogo Inc

180 hedge funds and large institutions have $888M invested in Gogo Inc in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $5.58M

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more capital invested

Capital invested by funds: $798M → $888M (+$89.8M)

3% more funds holding

Funds holding: 175180 (+5)

1.94% more ownership

Funds ownership: 70.63%72.57% (+1.9%)

24% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 71

Holders
180
Holders Change
+5
Holders Change %
+2.86%
% of All Funds
2.6%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
33
Increased
54
Reduced
71
Closed
27
Calls
$17.6M
Puts
$5.58M
Net Calls
+$12M
Net Calls Change
-$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
GL
1
GTCR LLC
Illinois
$305M
BlackRock
2
BlackRock
New York
$94.7M -$2.68M -283,008 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$55.1M -$147K -15,569 -0.3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$47.9M +$9.46M +998,357 +25%
BAM
5
Burgundy Asset Management
Ontario, Canada
$29.9M +$415K +43,805 +1%
CAM
6
Capco Asset Management
Florida
$23.9M +$397K +41,866 +2%
State Street
7
State Street
Massachusetts
$23.2M -$888K -93,747 -4%
TGM
8
Tenzing Global Management
California
$20.6M -$2.56M -270,000 -11%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$19.9M +$1.44M +152,338 +8%
LP
10
LB Partners
Virginia
$17.5M -$716K -75,606 -4%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$16.7M -$3.83M -404,586 -19%
NSGL
12
No Street GP LP
California
$16.7M +$16.4M +1,736,372 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$14.8M +$320K +33,757 +2%
Capital International Investors
14
Capital International Investors
California
$14.3M
JP Morgan Chase
15
JP Morgan Chase
New York
$11.3M +$2.63M +277,110 +31%
SI
16
SCP Investment
California
$10.6M
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$9.81M -$1.02M -107,552 -10%
EMCIP
18
Ewing Morris & Co Investment Partners
Ontario, Canada
$9.09M -$722K -76,204 -7%
Morgan Stanley
19
Morgan Stanley
New York
$8.92M +$2.9M +306,447 +49%
Millennium Management
20
Millennium Management
New York
$7.84M +$1.23M +130,344 +19%
Northern Trust
21
Northern Trust
Illinois
$6.59M -$261K -27,602 -4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$6.5M +$234K +24,665 +4%
Deutsche Bank
23
Deutsche Bank
Germany
$5.63M -$1.52K -160 -0%
Charles Schwab
24
Charles Schwab
California
$5.33M +$205K +21,630 +4%
DIM
25
DC Investments Management
Virginia
$4.74M

GOGO Hedge Fund Activity: Q2 2024 in Review

180 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Gogo Inc (GOGO) for Q2 2024, worth a combined $888M — up 11% from $798M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new GOGO positions and 27 closed out — a net gain of 6 holders — while 54 added to existing stakes and 71 trimmed.

The largest buyer was No Street GP LP, opening a new position worth an estimated $16.4M. The largest seller was Citadel Advisors, cutting an estimated $4.2M.

  • 180 institutional investors held Gogo Inc (GOGO) as of Q2 2024, up from 175 in Q1 2024.
  • Funds reported $888M of Gogo Inc stock for Q2 2024, up 11% quarter-over-quarter.
  • 33 funds opened new Gogo Inc positions in Q2 2024 and 27 closed out, a net change of +6 holders.
  • The largest Gogo Inc buyer in Q2 2024 was No Street GP LP, an estimated $16.4M added.
  • The largest Gogo Inc seller in Q2 2024 was Citadel Advisors, an estimated $4.2M sold.

Based on aggregated 13F filings for Q2 2024.