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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
JFGIW
426
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.8K +$14.5K +259 New
MSWM
427
McGlone Suttner Wealth Management
Wisconsin
$15.3K +$14K +250 New
FFA
428
Farther Finance Advisors
California
$14.7K -$2.19K -39 -14%
EPW
429
Evergreen Private Wealth
Colorado
$12.8K +$11.8K +210 New
AA
430
Ancora Advisors
Ohio
$12.2K
TFA
431
Toth Financial Advisory
Virginia
$12.2K
IA
432
IFP Advisors
Florida
$12K -$504 -9 -4%
UB
433
UMB Bank
Missouri
$11.9K -$672 -12 -6%
SWM
434
Spire Wealth Management
Virginia
$11.8K +$504 +9 +4%
MHR
435
Matthew Hamilton Rosenberg
$11.6K
MPWT
436
MassMutual Private Wealth & Trust
Connecticut
$10.8K -$1.29K -23 -12%
C
437
Covestor
United Kingdom
$10K
RBC
438
Roble Belko & Company
Pennsylvania
$10K +$9.13K +163 New
CWM
439
Compass Wealth Management
Connecticut
$9.17K
VCM
440
Versant Capital Management
Arizona
$8.62K
NB
441
NBT Bank
New York
$7.89K +$7.23K +129 New
BCMLT
442
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.57K
AssetMark Inc
443
AssetMark Inc
California
$6.97K +$6.39K +114 New
EBA
444
Eagle Bay Advisors
New York
$6.79K -$41.4K -739 -87%
GRP
445
Global Retirement Partners
California
$6.27K -$392 -7 -6%
SIS
446
Strategic Investment Solutions
Illinois
$6.12K -$347K -6,200 -98%
BWL
447
Bogart Wealth LLC
Virginia
$6.12K
DAM
448
Delta Asset Management
Tennessee
$6.12K
GPFA
449
Game Plan Financial Advisors
Ohio
$6.12K +$5.6K +100 New
CAL
450
Capital Analysts LLC
Pennsylvania
$6K

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.