GoDaddy
GDDY
378 hedge funds and large institutions have $13.1B invested in GoDaddy in 2019 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 102 reducing their positions, and 30 closing their positions.
157% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 30
53% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 102
36% more call options, than puts
Call options by funds: $34.6M | Put options by funds: $25.4M
20% more funds holding in top 10
Funds holding in top 10: 20 → 24 (+4)
16% more capital invested
Capital invested by funds: $11.4B → $13.1B (+$1.79B)
14% more funds holding
Funds holding: 332 → 378 (+46)
2.67% less ownership
Funds ownership: 103.46% → 100.79% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Carmignac Gestion
Paris,
France
|
+$181M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$144M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$118M |
| 4 |
BlackRock
New York
|
+$111M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$98.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLG
Silver Lake Group
Menlo Park,
California
|
-$345M |
| 2 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
-$130M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$95.5M |
| 4 |
BC
Brahman Capital
New York
|
-$84.1M |
| 5 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$81.1M |
GDDY Hedge Fund Activity: Q1 2019 in Review
378 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in GoDaddy (GDDY) for Q1 2019, worth a combined $13.1B — up 16% from $11.4B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new GDDY positions and 30 closed out — a net gain of 47 holders — while 156 added to existing stakes and 102 trimmed.
The largest buyer was Carmignac Gestion, opening a new position worth an estimated $181M. The largest seller was Silver Lake Group, exiting entirely with an estimated $345M sold.
- 378 institutional investors held GoDaddy (GDDY) as of Q1 2019, up from 332 in Q4 2018.
- Funds reported $13.1B of GoDaddy stock for Q1 2019, up 16% quarter-over-quarter.
- 77 funds opened new GoDaddy positions in Q1 2019 and 30 closed out, a net change of +47 holders.
- The largest GoDaddy buyer in Q1 2019 was Carmignac Gestion, an estimated $181M added.
- The largest GoDaddy seller in Q1 2019 was Silver Lake Group, an estimated $345M sold.
Based on aggregated 13F filings for Q1 2019.