GoDaddy
GDDY
430 hedge funds and large institutions have $13.8B invested in GoDaddy in 2020 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 166 increasing their positions, 144 reducing their positions, and 43 closing their positions.
70% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 43
15% more repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 144
11% more funds holding in top 10
Funds holding in top 10: 19 → 21 (+2)
9% more capital invested
Capital invested by funds: $12.6B → $13.8B (+$1.19B)
6% more funds holding
Funds holding: 404 → 430 (+26)
0.41% less ownership
Funds ownership: 99.36% → 98.96% (-0.41%)
24% less call options, than puts
Call options by funds: $57M | Put options by funds: $74.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$89.3M |
| 2 |
EC
Eminence Capital
New York
|
+$88.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$83.8M |
| 4 |
DLA
Douglas Lane & Associates
New York
|
+$65.9M |
| 5 |
BI
BlueSpruce Investments
Chicago,
Illinois
|
+$61.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$166M |
| 2 |
Renaissance Technologies
New York
|
-$111M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$48.6M |
| 4 |
D.E. Shaw & Co
New York
|
-$48.4M |
| 5 |
Man Group
London,
United Kingdom
|
-$40.4M |
GDDY Hedge Fund Activity: Q4 2020 in Review
430 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in GoDaddy (GDDY) for Q4 2020, worth a combined $13.8B — up 9.4% from $12.6B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new GDDY positions and 43 closed out — a net gain of 30 holders — while 166 added to existing stakes and 144 trimmed.
The largest buyer was Atlanta Capital Management, opening a new position worth an estimated $89.3M. The largest seller was BlackRock, cutting an estimated $166M.
- 430 institutional investors held GoDaddy (GDDY) as of Q4 2020, up from 404 in Q3 2020.
- Funds reported $13.8B of GoDaddy stock for Q4 2020, up 9.4% quarter-over-quarter.
- 73 funds opened new GoDaddy positions in Q4 2020 and 43 closed out, a net change of +30 holders.
- The largest GoDaddy buyer in Q4 2020 was Atlanta Capital Management, an estimated $89.3M added.
- The largest GoDaddy seller in Q4 2020 was BlackRock, an estimated $166M sold.
Based on aggregated 13F filings for Q4 2020.