- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 14 Nov 2024
- latest of these filings; the earliest 9 Feb 2024
- Managers listing it
- 13
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 8 listed it in both
- Shares listed
- 22,853,882
- combined, among listed positions
- Reported value
- $616m
- combined, at the quarter end
Among the 93 comparable managers: 9 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing GO in Q4 2023
13 of 13 holders
Largest increases and reductions, by shares
Increases
- Point72 Asset Management LPnew position · 629,243 shares now+629,243
- Verition Fund Management LLCnew position · 595,294 shares now+595,294
- Hudson Bay Capital Management LPnew position · 353,476 shares now+353,476
- Janus Henderson Group Ltdexisting position · 1,896,381 shares now+205,773
- Capital Research Global Investorsexisting position · 9,342,414 shares now+199,926
Reductions
- Marshall Wace LLPexisting position · 928,377 shares now-274,208
- AllianceBernstein LPexisting position · 5,166,477 shares now-256,838
- Neuberger Berman Group LLCexisting position · 2,107,345 shares now-23,483
New positions and exits
New (4)
Exited (1)
- Element Capital Management LLCwas $1.6m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2019 | 3 | $34m | n.a. | n.a. |
| Q3 2019 | 5 | $130m | n.a. | n.a. |
| Q4 2019 | 4 | $286m | n.a. | n.a. |
| Q1 2020 | 11 | $395m | n.a. | n.a. |
| Q2 2020 | 7 | $469m | n.a. | n.a. |
| Q3 2020 | 10 | $514m | n.a. | n.a. |
| Q4 2020 | 8 | $497m | n.a. | n.a. |
| Q1 2021 | 7 | $365m | n.a. | n.a. |
| Q2 2021 | 6 | $502m | n.a. | n.a. |
| Q3 2021 | 10 | $343m | n.a. | n.a. |
| Q4 2021 | 7 | $482m | n.a. | n.a. |
| Q1 2022 | 8 | $559m | n.a. | n.a. |
| Q2 2022 | 10 | $770m | n.a. | n.a. |
| Q3 2022 | 13 | $688m | n.a. | n.a. |
| Q4 2022 | 10 | $636m | n.a. | n.a. |
| Q1 2023 | 10 | $627m | n.a. | n.a. |
| Q2 2023 | 11 | $677m | n.a. | n.a. |
| Q3 2023 | 11 | $603m | n.a. | n.a. |
| Q4 2023 | 13 | $616m | 9 | 4 |
| Q1 2024 | 14 | $772m | 9 | 6 |
| Q2 2024 | 6 | $388m | 3 | 4 |
| Q3 2024 | 8 | $283m | 6 | 0 |
| Q4 2024 | 7 | $164m | 3 | 2 |
| Q1 2025 | 5 | $138m | 3 | 3 |
| Q2 2025 | 4 | $64m | 3 | 2 |
| Q3 2025 | 2 | $75m | 2 | 0 |
| Q4 2025 | 2 | $2.6m | 13 | 13 |
| Q1 2026 | 2 | $1.5m | 16 | 11 |
| Q2 2026 | 4 | $65m | 14 | 13 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
GO and PM →GO and KO →GO and COST →Choose a stock to compare with GO →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own GO, latest filings →Back to the 13F Explorer →