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DraftKings

657 hedge funds and large institutions have $8.86B invested in DraftKings in 2023 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 203 increasing their positions, 190 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 68

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

17% more capital invested

Capital invested by funds: $7.6B → $8.86B (+$1.26B)

10% more funds holding

Funds holding: 596657 (+61)

2.9% more ownership

Funds ownership: 61.95%64.85% (+2.9%)

7% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 190

21% less call options, than puts

Call options by funds: $749M | Put options by funds: $951M

Holders
657
Holders Change
+61
Holders Change %
+10.23%
% of All Funds
10.43%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.37%
New
138
Increased
203
Reduced
190
Closed
68
Calls
$749M
Puts
$951M
Net Calls
-$202M
Net Calls Change
-$124M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B +$3.23M +109,406 +0.3%
BlackRock
2
BlackRock
New York
$587M +$63.6M +2,153,961 +12%
AIM
3
ARK Investment Management
Florida
$431M -$101M -3,432,611 -19%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$298M -$23.9M -808,879 -7%
NAMA
5
Nikko Asset Management Americas
New York
$273M -$49.2M -1,666,550 -15%
State Street
6
State Street
Massachusetts
$245M +$50.8M +1,721,085 +26%
WRCM
7
Whale Rock Capital Management
Massachusetts
$245M +$6.1M +206,387 +3%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$212M +$10.3M +350,259 +5%
Capital Research Global Investors
9
Capital Research Global Investors
California
$211M -$48.9M -1,655,108 -19%
JCAM
10
Jericho Capital Asset Management
New York
$211M +$59.7M +2,022,000 +39%
Invesco
11
Invesco
Georgia
$210M +$12.8M +432,267 +6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$198M +$6.74M +228,248 +4%
AVA
13
Atlas Venture Advisors
Massachusetts
$193M
Two Sigma Advisers
14
Two Sigma Advisers
New York
$168M -$27.4M -928,900 -14%
Morgan Stanley
15
Morgan Stanley
New York
$164M +$6.81M +230,528 +4%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$159M +$45.8M +1,549,641 +40%
RC
17
Raine Capital
New York
$138M -$46M -1,558,161 -25%
SBLIC
18
Security Benefit Life Insurance Company
Kansas
$136M
Ameriprise
19
Ameriprise
Minnesota
$131M +$102M +3,444,107 +346%
Norges Bank
20
Norges Bank
Norway
$119M -$17.2M -581,148 -13%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$108M +$59M +1,995,651 +120%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$107M +$108M +3,643,873 New
Two Sigma Investments
23
Two Sigma Investments
New York
$104M -$114M -3,852,578 -52%
SAM
24
Scopus Asset Management
New York
$97.2M +$36.9M +1,250,000 +61%
DC
25
Davenport & Co
Virginia
$96.2M -$3.15M -106,661 -3%

DKNG Hedge Fund Activity: Q3 2023 in Review

657 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in DraftKings (DKNG) for Q3 2023, worth a combined $8.86B — up 17% from $7.6B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new DKNG positions and 68 closed out — a net gain of 70 holders — while 203 added to existing stakes and 190 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $108M. The largest seller was Two Sigma Investments, cutting an estimated $114M.

  • 657 institutional investors held DraftKings (DKNG) as of Q3 2023, up from 596 in Q2 2023.
  • Funds reported $8.86B of DraftKings stock for Q3 2023, up 17% quarter-over-quarter.
  • 138 funds opened new DraftKings positions in Q3 2023 and 68 closed out, a net change of +70 holders.
  • The largest DraftKings buyer in Q3 2023 was Massachusetts Financial Services, an estimated $108M added.
  • The largest DraftKings seller in Q3 2023 was Two Sigma Investments, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2023.