We are live on ! Find out more
GXO icon

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
HIA
451
Harbor Investment Advisory
Maryland
$5.99K
EWA
452
EverSource Wealth Advisors
Alabama
$5.32K +$3.03K +54 +164%
BIA
453
Bell Investment Advisors
California
$5.2K -$448 -8 -9%
Bessemer Group
454
Bessemer Group
New Jersey
$5K -$1.4K -25 -22%
RG
455
Retirement Group
California
$4.65K
TC
456
Truvestments Capital
Florida
$4.46K
PMFA
457
Plante Moran Financial Advisors
Michigan
$4.4K
BAM
458
Byrne Asset Management
New Jersey
$4.37K
PK
459
Pflug Koory
Nebraska
$4.28K
BTI
460
Blue Trust Inc
Georgia
$4K +$3.31K +59 +347%
Mitsubishi UFJ Asset Management
461
Mitsubishi UFJ Asset Management
Japan
$3.99K
GWS
462
Glassman Wealth Services
Virginia
$3.49K
TCWA
463
Turtle Creek Wealth Advisors
Texas
$3.42K +$3.14K +56 New
FFO
464
Fortitude Family Office
Arizona
$3.36K +$3.08K +55 New
JWA
465
JFS Wealth Advisors
Pennsylvania
$3.06K -$8.29K -148 -75%
TFGT
466
TS Financial Group (TSFG)
Illinois
$3K
FMII
467
Farmers & Merchants Investments Inc
Nebraska
$3K
VAMG
468
Voisard Asset Management Group
Michigan
$3K +$2.75K +49 New
M
469
MOTCO
Texas
$2.69K
NL
470
NVWM LLC
Pennsylvania
$2.26K
VWM
471
Venturi Wealth Management
Texas
$2.26K
GEA
472
Glen Eagle Advisors
New Jersey
$2.14K
AF
473
Advisornet Financial
Minnesota
$2.02K +$1.06K +19 +136%
PS
474
Principal Securities
Iowa
$2.02K +$1.85K +33 New
CAM
475
Close Asset Management
United Kingdom
$2K -$14K -250 -87%

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.