GoDaddy
GDDY
349 hedge funds and large institutions have $13.9B invested in GoDaddy in 2018 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 142 increasing their positions, 112 reducing their positions, and 30 closing their positions.
90% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 30
27% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 112
22% more call options, than puts
Call options by funds: $47.3M | Put options by funds: $38.8M
20% more capital invested
Capital invested by funds: $11.6B → $13.9B (+$2.34B)
8% more funds holding
Funds holding: 324 → 349 (+25)
5% less funds holding in top 10
Funds holding in top 10: 20 → 19 (-1)
9.27% less ownership
Funds ownership: 109.88% → 100.61% (-9.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$330M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$139M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$116M |
| 4 |
BlackRock
New York
|
+$104M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$98.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$329M |
| 2 |
SLG
Silver Lake Group
Menlo Park,
California
|
-$238M |
| 3 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
-$130M |
| 4 |
Select Equity Group
New York
|
-$57.2M |
| 5 |
JCAM
Jericho Capital Asset Management
New York
|
-$52.1M |
GDDY Hedge Fund Activity: Q3 2018 in Review
349 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in GoDaddy (GDDY) for Q3 2018, worth a combined $13.9B — up 20% from $11.6B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new GDDY positions and 30 closed out — a net gain of 27 holders — while 142 added to existing stakes and 112 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $330M. The largest seller was Fidelity Investments, cutting an estimated $329M.
- 349 institutional investors held GoDaddy (GDDY) as of Q3 2018, up from 324 in Q2 2018.
- Funds reported $13.9B of GoDaddy stock for Q3 2018, up 20% quarter-over-quarter.
- 57 funds opened new GoDaddy positions in Q3 2018 and 30 closed out, a net change of +27 holders.
- The largest GoDaddy buyer in Q3 2018 was Janus Henderson Group, an estimated $330M added.
- The largest GoDaddy seller in Q3 2018 was Fidelity Investments, an estimated $329M sold.
Based on aggregated 13F filings for Q3 2018.