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GXO Logistics

480 hedge funds and large institutions have $5.68B invested in GXO Logistics in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 161 increasing their positions, 171 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $29.8M | Put options by funds: $14.8M

6% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 171

9% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 66

2% less funds holding

Funds holding: 492480 (-12)

6.14% less ownership

Funds ownership: 94.87%88.74% (-6.1%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

18% less capital invested

Capital invested by funds: $6.9B → $5.68B (-$1.22B)

Holders
480
Holders Change
-12
Holders Change %
-2.44%
% of All Funds
6.91%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
60
Increased
161
Reduced
171
Closed
66
Calls
$29.8M
Puts
$14.8M
Net Calls
+$15.1M
Net Calls Change
+$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OAG
1
Orbis Allan Gray
Bermuda
$770M -$36.6M -676,733 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$604M +$4.46M +82,485 +0.7%
BlackRock
3
BlackRock
New York
$600M +$30.3M +560,112 +5%
State Street
4
State Street
Massachusetts
$193M +$5.21M +96,352 +3%
PL
5
Perpetual Ltd
Australia
$192M -$80.1M -1,481,757 -29%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$160M +$26.2M +483,997 +19%
ClearBridge Investments
7
ClearBridge Investments
New York
$159M +$836K +15,463 +0.5%
Morgan Stanley
8
Morgan Stanley
New York
$156M -$203M -3,749,670 -56%
American Century Companies
9
American Century Companies
Missouri
$138M -$71.5M -1,322,092 -34%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$123M +$208K +3,847 +0.2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$116M +$17.4M +322,679 +18%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$102M +$4.13M +76,434 +4%
FPCG
13
Fort Pitt Capital Group
Pennsylvania
$99.6M +$37.7M +698,180 +60%
Amundi
14
Amundi
France
$85.6M -$11.9M -219,254 -11%
Invesco
15
Invesco
Georgia
$81.3M +$1.77M +32,691 +2%
BCIM
16
British Columbia Investment Management
British Columbia, Canada
$64.4M +$6.83M +126,386 +12%
MVIP
17
Mar Vista Investment Partners
California
$63.7M -$18.9M -350,195 -23%
Charles Schwab
18
Charles Schwab
California
$62.1M +$1.06M +19,630 +2%
CCMLC
19
Cardinal Capital Management LLC (Connecticut)
Connecticut
$62M -$8.01M -148,166 -11%
Federated Hermes
20
Federated Hermes
Pennsylvania
$60.5M -$39.1K -723 -0.1%
Axa
21
Axa
France
$55.2M -$1.98M -36,631 -3%
Norges Bank
22
Norges Bank
Norway
$54.6M -$2.53M -46,777 -4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$53.5M -$3.47M -64,261 -6%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$47.8M -$1.43M -26,378 -3%
JP Morgan Chase
25
JP Morgan Chase
New York
$44.7M +$4.3M +79,546 +11%

GXO Hedge Fund Activity: Q1 2024 in Review

480 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in GXO Logistics (GXO) for Q1 2024, worth a combined $5.68B — down 18% from $6.9B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of GXO and 60 opened new positions — a net loss of 6 holders — while 171 trimmed existing stakes and 161 added.

The largest buyer was Cooper Creek Partners Management, opening a new position worth an estimated $39.1M. The largest seller was Morgan Stanley, cutting an estimated $203M.

  • 480 institutional investors held GXO Logistics (GXO) as of Q1 2024, down from 492 in Q4 2023.
  • Funds reported $5.68B of GXO Logistics stock for Q1 2024, down 18% quarter-over-quarter.
  • 60 funds opened new GXO Logistics positions in Q1 2024 and 66 closed out, a net change of -6 holders.
  • The largest GXO Logistics buyer in Q1 2024 was Cooper Creek Partners Management, an estimated $39.1M added.
  • The largest GXO Logistics seller in Q1 2024 was Morgan Stanley, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2024.