GoDaddy
GDDY
189 hedge funds and large institutions have $5.51B invested in GoDaddy in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 98 increasing their positions, 37 reducing their positions, and 23 closing their positions.
165% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 37
113% more funds holding in top 10
Funds holding in top 10: 8 → 17 (+9)
74% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 23
54% more call options, than puts
Call options by funds: $20.1M | Put options by funds: $13.1M
19% more capital invested
Capital invested by funds: $4.64B → $5.51B (+$874M)
9% more funds holding
Funds holding: 173 → 189 (+16)
4.73% more ownership
Funds ownership: 136.83% → 141.56% (+4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$199M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$126M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$64M |
| 4 |
MWNA
Marshall Wace North America
New York
|
+$63M |
| 5 |
JCAM
Jericho Capital Asset Management
New York
|
+$62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLG
Silver Lake Group
Menlo Park,
California
|
-$406M |
| 2 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
-$193M |
| 3 |
TCMV
Technology Crossover Management VII
Menlo Park,
California
|
-$183M |
| 4 |
Two Sigma Investments
New York
|
-$30.4M |
| 5 |
Goldman Sachs
New York
|
-$17.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFM
201
Soros Fund Management
New York
| – | -$493K | -13,000 | Closed |
|
|
LA
202
Lucus Advisors
New York
| – | -$419K | -11,044 | Closed |
|
203
Wolverine Trading
Chicago,
Illinois
| – | -$410K | -11,041 | Closed |
|
204
Balyasny Asset Management
Chicago,
Illinois
| – | -$401K | -10,576 | Closed |
|
|
GAM
205
Gotham Asset Management
New York
| – | -$310K | -8,178 | Closed |
|
|
WBC
206
Westpac Banking Corp
Sydney,
Australia
| – | -$259K | -6,843 | Closed |
|
|
PG
207
PEAK6 Group
Chicago,
Illinois
| – | -$148K | -3,686 | Closed |
|
|
AIM
208
Acrospire Investment Management
Chicago,
Illinois
| – | -$90K | -2,383 | Closed |
|
209
Parallax Volatility Advisers
San Francisco,
California
| – | -$20.7K | -517 | Closed |
|
GDDY Hedge Fund Activity: Q2 2017 in Review
189 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in GoDaddy (GDDY) for Q2 2017, worth a combined $5.51B — up 19% from $4.64B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new GDDY positions and 23 closed out — a net gain of 17 holders — while 98 added to existing stakes and 37 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $199M. The largest seller was Silver Lake Group, cutting an estimated $406M.
- 189 institutional investors held GoDaddy (GDDY) as of Q2 2017, up from 173 in Q1 2017.
- Funds reported $5.51B of GoDaddy stock for Q2 2017, up 19% quarter-over-quarter.
- 40 funds opened new GoDaddy positions in Q2 2017 and 23 closed out, a net change of +17 holders.
- The largest GoDaddy buyer in Q2 2017 was Wellington Management Group, an estimated $199M added.
- The largest GoDaddy seller in Q2 2017 was Silver Lake Group, an estimated $406M sold.
Based on aggregated 13F filings for Q2 2017.