GoDaddy
GDDY
420 hedge funds and large institutions have $12.1B invested in GoDaddy in 2020 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 166 increasing their positions, 116 reducing their positions, and 35 closing their positions.
169% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 35
43% more repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 116
28% more call options, than puts
Call options by funds: $69M | Put options by funds: $54M
27% more capital invested
Capital invested by funds: $9.53B → $12.1B (+$2.59B)
16% more funds holding
Funds holding: 362 → 420 (+58)
5% more funds holding in top 10
Funds holding in top 10: 20 → 21 (+1)
3.93% more ownership
Funds ownership: 96.1% → 100.03% (+3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$184M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$98.3M |
| 3 |
Select Equity Group
New York
|
+$93.7M |
| 4 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
+$78.4M |
| 5 |
BI
BlueSpruce Investments
Chicago,
Illinois
|
+$45.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1WCM
12 West Capital Management
New York
|
-$195M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$112M |
| 3 |
MWNA
Marshall Wace North America
New York
|
-$85.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$66.7M |
| 5 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$63.8M |
GDDY Hedge Fund Activity: Q2 2020 in Review
420 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in GoDaddy (GDDY) for Q2 2020, worth a combined $12.1B — up 27% from $9.53B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new GDDY positions and 35 closed out — a net gain of 59 holders — while 166 added to existing stakes and 116 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $184M. The largest seller was 12 West Capital Management, cutting an estimated $195M.
- 420 institutional investors held GoDaddy (GDDY) as of Q2 2020, up from 362 in Q1 2020.
- Funds reported $12.1B of GoDaddy stock for Q2 2020, up 27% quarter-over-quarter.
- 94 funds opened new GoDaddy positions in Q2 2020 and 35 closed out, a net change of +59 holders.
- The largest GoDaddy buyer in Q2 2020 was Wellington Management Group, an estimated $184M added.
- The largest GoDaddy seller in Q2 2020 was 12 West Capital Management, an estimated $195M sold.
Based on aggregated 13F filings for Q2 2020.