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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
VanEck Associates
326
VanEck Associates
New York
$313K +$71.4K +1,274 +33%
PTC
327
Petrus Trust Company
Texas
$312K +$286K +5,096 New
NIM
328
NEOS Investment Management
Connecticut
$308K
MGWM
329
Marks Group Wealth Management
Minnesota
$306K
FBT
330
First Bank & Trust
South Dakota
$302K -$14.6K -261 -5%
OAM
331
Oppenheimer Asset Management
New York
$298K -$29.8K -532 -10%
YIH
332
Y-Intercept (HK)
Hong Kong
$295K +$270K +4,820 New
PHK
333
Point72 Hong Kong
Hong Kong
$295K +$270K +4,819 New
WAM
334
Watershed Asset Management
California
$291K +$267K +4,760 New
GC
335
Guggenheim Capital
Illinois
$290K -$234K -4,173 -47%
BI
336
Ballast Inc
Kentucky
$288K
Envestnet Portfolio Solutions
337
Envestnet Portfolio Solutions
Illinois
$288K +$18.2K +325 +7%
VCWA
338
Vanguard Capital Wealth Advisors
Colorado
$287K -$165K -2,950 -39%
QPBE
339
Quintet Private Bank (Europe)
Luxembourg
$287K +$56 +1 +0%
AWM
340
Axxcess Wealth Management
California
$286K +$262K +4,684 New
SG
341
StoneX Group
New York
$286K -$20.1K -358 -7%
AR
342
Advisory Research
Illinois
$285K -$1.37M -24,492 -84%
NHC
343
Nicholas Hoffman & Company
Georgia
$285K
KPWS
344
Kestra Private Wealth Services
Texas
$281K +$33.4K +596 +15%
SAM
345
Shell Asset Management
Netherlands
$281K +$166K +2,962 +182%
GCM
346
Graham Capital Management
Connecticut
$277K -$1.9M -34,000 -88%
Verition Fund Management
347
Verition Fund Management
Connecticut
$276K -$1.82M -32,401 -88%
CCM
348
Coldstream Capital Management
Washington
$274K +$14.5K +258 +6%
WSC
349
Wellington Shields & Co
New York
$273K -$22.4K -400 -8%
TIAA Trust, National Association
350
TIAA Trust, National Association
North Carolina
$272K -$8.35K -149 -3%

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.