GoDaddy
GDDY
269 hedge funds and large institutions have $9.62B invested in GoDaddy in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 101 increasing their positions, 71 reducing their positions, and 19 closing their positions.
232% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 19
43% more call options, than puts
Call options by funds: $30.7M | Put options by funds: $21.5M
42% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 71
31% more capital invested
Capital invested by funds: $7.35B → $9.62B (+$2.27B)
19% more funds holding
Funds holding: 227 → 269 (+42)
18% more funds holding in top 10
Funds holding in top 10: 17 → 20 (+3)
6.47% more ownership
Funds ownership: 111.29% → 117.77% (+6.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$237M |
| 2 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$190M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$179M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$69.8M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
+$65.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLG
Silver Lake Group
Menlo Park,
California
|
-$226M |
| 2 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
-$135M |
| 3 |
Goldman Sachs
New York
|
-$44.9M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$43.9M |
| 5 |
PHS
PFM Health Sciences
San Francisco,
California
|
-$36.4M |
GDDY Hedge Fund Activity: Q1 2018 in Review
269 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in GoDaddy (GDDY) for Q1 2018, worth a combined $9.62B — up 31% from $7.35B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new GDDY positions and 19 closed out — a net gain of 44 holders — while 101 added to existing stakes and 71 trimmed.
The largest buyer was Winslow Capital Management, opening a new position worth an estimated $237M. The largest seller was Silver Lake Group, cutting an estimated $226M.
- 269 institutional investors held GoDaddy (GDDY) as of Q1 2018, up from 227 in Q4 2017.
- Funds reported $9.62B of GoDaddy stock for Q1 2018, up 31% quarter-over-quarter.
- 63 funds opened new GoDaddy positions in Q1 2018 and 19 closed out, a net change of +44 holders.
- The largest GoDaddy buyer in Q1 2018 was Winslow Capital Management, an estimated $237M added.
- The largest GoDaddy seller in Q1 2018 was Silver Lake Group, an estimated $226M sold.
Based on aggregated 13F filings for Q1 2018.