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DraftKings

522 hedge funds and large institutions have $5.12B invested in DraftKings in 2023 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 126 increasing their positions, 176 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 54

62% more capital invested

Capital invested by funds: $3.16B → $5.12B (+$1.96B)

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

6% more funds holding

Funds holding: 492522 (+30)

1.14% more ownership

Funds ownership: 57.51%58.65% (+1.1%)

16% less call options, than puts

Call options by funds: $388M | Put options by funds: $459M

28% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 176

Holders
522
Holders Change
+30
Holders Change %
+6.1%
% of All Funds
8.32%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
93
Increased
126
Reduced
176
Closed
54
Calls
$388M
Puts
$459M
Net Calls
-$71.5M
Net Calls Change
-$76.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$698M +$12.7M +764,264 +2%
AIM
2
ARK Investment Management
Florida
$463M -$18.3M -1,100,829 -4%
Capital Research Global Investors
3
Capital Research Global Investors
California
$350M +$67.9M +4,084,735 +29%
BlackRock
4
BlackRock
New York
$300M +$2.21M +132,872 +0.9%
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$255M -$13.8M -828,705 -6%
NAMA
6
Nikko Asset Management Americas
New York
$252M -$13.8M -828,705 -6%
RC
7
Raine Capital
New York
$163M -$46.6M -2,804,502 -25%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$160M +$2.66M +160,130 +2%
RM
9
Redpoint Management
California
$132M -$1.23M -74,070 -1%
AVA
10
Atlas Venture Advisors
Massachusetts
$127M
State Street
11
State Street
Massachusetts
$116M +$4.49M +269,994 +5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$115M +$3.07M +184,476 +3%
Two Sigma Investments
13
Two Sigma Investments
New York
$102M +$87.9M +5,286,705 New
Morgan Stanley
14
Morgan Stanley
New York
$99.9M -$2.9M -174,138 -3%
SBLIC
15
Security Benefit Life Insurance Company
Kansas
$89.6M
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$82.3M +$51M +3,065,246 +258%
DC
17
Davenport & Co
Virginia
$82.1M -$21.4M -1,286,075 -23%
Invesco
18
Invesco
Georgia
$74.1M +$5.89M +354,142 +10%
Voloridge Investment Management
19
Voloridge Investment Management
Florida
$72.8M +$19.8M +1,188,947 +46%
CIM
20
Contrarius Investment Management
Jersey
$65.9M -$36.2M -2,176,744 -39%
JCAM
21
Jericho Capital Asset Management
New York
$59.1M +$50.8M +3,052,291 New
Two Sigma Advisers
22
Two Sigma Advisers
New York
$58.3M +$37.6M +2,259,398 +300%
Norges Bank
23
Norges Bank
Norway
$58M +$2.08M +124,883 +4%
Charles Schwab
24
Charles Schwab
California
$51.3M +$372K +22,385 +0.9%
Millennium Management
25
Millennium Management
New York
$46.1M +$8.83M +530,906 +29%

DKNG Hedge Fund Activity: Q1 2023 in Review

522 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in DraftKings (DKNG) for Q1 2023, worth a combined $5.12B — up 62% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new DKNG positions and 54 closed out — a net gain of 39 holders — while 126 added to existing stakes and 176 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $87.9M. The largest seller was Samlyn Capital, exiting entirely with an estimated $52.2M sold.

  • 522 institutional investors held DraftKings (DKNG) as of Q1 2023, up from 492 in Q4 2022.
  • Funds reported $5.12B of DraftKings stock for Q1 2023, up 62% quarter-over-quarter.
  • 93 funds opened new DraftKings positions in Q1 2023 and 54 closed out, a net change of +39 holders.
  • The largest DraftKings buyer in Q1 2023 was Two Sigma Investments, an estimated $87.9M added.
  • The largest DraftKings seller in Q1 2023 was Samlyn Capital, an estimated $52.2M sold.

Based on aggregated 13F filings for Q1 2023.