- Quarter end
- 31 Mar 2024
- the date the book describes
- Filed
- 14 Nov 2024
- latest of these filings; the earliest 13 May 2024
- Managers listing it
- 14
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q4 2023 and Q1 2024; 10 listed it in both
- Shares listed
- 26,816,234
- combined, among listed positions
- Reported value
- $772m
- combined, at the quarter end
Among the 93 comparable managers: 9 buyers (opened or added shares) and 6 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 Q1 2024
14 of 14 holders
Largest increases and reductions, by shares
Increases
- Capital World Investorsexisting position · 3,579,683 shares now+2,641,016
- Man Group PLCexisting position · 1,258,574 shares now+498,748
- Holocene Advisors LPnew position · 162,715 shares now+162,715
- Marshall Wace LLPexisting position · 991,963 shares now+63,586
- Janus Henderson Group Ltdexisting position · 1,936,436 shares now+40,055
Reductions
- Capital Research Global Investorsexisting position · 8,241,977 shares now-1,100,437
- Verition Fund Management LLCexisting position · 263,053 shares now-332,241
- Hudson Bay Capital Management LPexisting position · 154,776 shares now-198,700
- AllianceBernstein LPexisting position · 5,093,715 shares now-72,762
- Neuberger Berman Group LLCexisting position · 2,042,957 shares now-64,388
New positions and exits
New (2)
- Holocene Advisors LP$4.7m
- Maverick Capital Ltd$1.1m
Exited (1)
- PDT Partners LLCwas $2.3m
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 →