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GXO Logistics

492 hedge funds and large institutions have $6.9B invested in GXO Logistics in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 159 increasing their positions, 164 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 39

8% more funds holding

Funds holding: 455492 (+37)

8% more capital invested

Capital invested by funds: $6.4B → $6.9B (+$501M)

3.05% more ownership

Funds ownership: 91.82%94.87% (+3%)

3% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 164

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

21% less call options, than puts

Call options by funds: $61.2M | Put options by funds: $77.2M

Holders
492
Holders Change
+37
Holders Change %
+8.13%
% of All Funds
7.17%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
84
Increased
159
Reduced
164
Closed
39
Calls
$61.2M
Puts
$77.2M
Net Calls
-$16M
Net Calls Change
-$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ARC
226
Advisor Resource Council
Texas
$1.01M +$690K +12,318 +296%
RJT
227
Raymond James Trust
Florida
$1M +$2.52K +45 +0.3%
BEAM
228
Baker Ellis Asset Management
Washington
$994K -$25.5K -455 -3%
EI
229
Ethic Inc
New York
$982K +$65.6K +1,170 +8%
VPIM
230
Vanguard Personalized Indexing Management
California
$978K +$330K +5,891 +58%
Janney Montgomery Scott
231
Janney Montgomery Scott
Pennsylvania
$967K -$35.4K -632 -4%
Bank of Montreal
232
Bank of Montreal
Ontario, Canada
$958K +$49.4K +881 +6%
JFG
233
Jefferies Financial Group
New York
$951K +$871K +15,547 New
A
234
AlphaQuest
New York
$946K +$867K +15,468 New
Mariner
235
Mariner
Kansas
$942K +$343K +6,125 +66%
CCMG
236
Clark Capital Management Group
Pennsylvania
$926K +$848K +15,140 New
HF
237
HRT Financial
New York
$920K +$843K +15,049 New
HSBC Holdings
238
HSBC Holdings
United Kingdom
$907K +$383K +6,832 +86%
Commonwealth Equity Services
239
Commonwealth Equity Services
Massachusetts
$906K -$2.63K -47 -0.3%
WC
240
Waterloo Capital
Texas
$903K +$827K +14,763 New
X
241
Xponance
Pennsylvania
$887K +$17.2K +307 +2%
Tudor Investment Corp
242
Tudor Investment Corp
Connecticut
$881K +$807K +14,406 New
SFA
243
Sequoia Financial Advisors
Ohio
$879K +$806K +14,380 New
Pictet Asset Management
244
Pictet Asset Management
Switzerland
$844K
Pathstone Holdings
245
Pathstone Holdings
New Jersey
$830K +$761K +13,577 New
SPA
246
Sherbrooke Park Advisers
New York
$806K +$739K +13,181 New
SOADOR
247
State of Alaska Department of Revenue
Alaska
$785K -$72K -1,285 -9%
IIM
248
Ipswich Investment Management
Massachusetts
$776K +$14K +250 +2%
QCM
249
QRG Capital Management
Illinois
$774K +$449K +8,018 +173%
KTA
250
Keeley-Teton Advisors
Illinois
$771K -$67.7K -1,208 -9%

GXO Hedge Fund Activity: Q4 2023 in Review

492 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in GXO Logistics (GXO) for Q4 2023, worth a combined $6.9B — up 7.8% from $6.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new GXO positions and 39 closed out — a net gain of 45 holders — while 159 added to existing stakes and 164 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $202M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $48.1M sold.

  • 492 institutional investors held GXO Logistics (GXO) as of Q4 2023, up from 455 in Q3 2023.
  • Funds reported $6.9B of GXO Logistics stock for Q4 2023, up 7.8% quarter-over-quarter.
  • 84 funds opened new GXO Logistics positions in Q4 2023 and 39 closed out, a net change of +45 holders.
  • The largest GXO Logistics buyer in Q4 2023 was Morgan Stanley, an estimated $202M added.
  • The largest GXO Logistics seller in Q4 2023 was Hood River Capital Management, an estimated $48.1M sold.

Based on aggregated 13F filings for Q4 2023.