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GoDaddy

453 hedge funds and large institutions have $13.4B invested in GoDaddy in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 166 increasing their positions, 153 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 52

55% more call options, than puts

Call options by funds: $97.4M | Put options by funds: $62.7M

6% more funds holding

Funds holding: 428453 (+25)

8% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 153

4% less capital invested

Capital invested by funds: $14B → $13.4B (-$579M)

3.44% less ownership

Funds ownership: 99.21%95.77% (-3.4%)

24% less funds holding in top 10

Funds holding in top 10: 2519 (-6)

Holders
453
Holders Change
+25
Holders Change %
+5.84%
% of All Funds
7.15%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.3%
New
82
Increased
166
Reduced
153
Closed
52
Calls
$97.4M
Puts
$62.7M
Net Calls
+$34.7M
Net Calls Change
+$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.36B +$8.53M +107,949 +0.7%
Capital International Investors
2
Capital International Investors
California
$1.27B +$10.9M +137,885 +0.9%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.15B +$241M +3,052,975 +29%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$712M -$50.3M -636,638 -7%
SV
5
Starboard Value
New York
$691M +$115M +1,459,021 +21%
BlackRock
6
BlackRock
New York
$688M -$15.5M -195,757 -2%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$614M -$2.87M -36,266 -0.5%
BI
8
BlueSpruce Investments
Illinois
$412M -$57.8M -731,006 -13%
ACM
9
Atlanta Capital Management
Georgia
$383M +$63.1M +798,955 +21%
Ameriprise
10
Ameriprise
Minnesota
$376M +$49.6M +627,777 +16%
Bank of America
11
Bank of America
North Carolina
$353M -$8.59M -108,709 -3%
State Street
12
State Street
Massachusetts
$330M +$7.12M +90,041 +2%
Select Equity Group
13
Select Equity Group
New York
$264M -$368M -4,652,188 -60%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$175M -$29.5M -373,460 -15%
BC
15
Brahman Capital
New York
$171M -$20.6M -260,365 -11%
SCM
16
Spyglass Capital Management
California
$137M -$48.3M -611,406 -27%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$121M +$444K +5,621 +0.4%
First Trust Advisors
18
First Trust Advisors
Illinois
$120M -$23.1M -292,898 -17%
Goldman Sachs
19
Goldman Sachs
New York
$117M +$57.5M +727,582 +109%
EC
20
Eminence Capital
New York
$116M -$31.7M -401,484 -23%
JP Morgan Chase
21
JP Morgan Chase
New York
$108M +$95.4M +1,206,794 +1,429%
Citadel Advisors
22
Citadel Advisors
Florida
$102M +$4.75M +60,137 +5%
Northern Trust
23
Northern Trust
Illinois
$94.8M -$2.01M -25,450 -2%
DLA
24
Douglas Lane & Associates
New York
$94.2M +$1.44M +18,162 +2%
CGPCS
25
Capital Group Private Client Services
California
$88.4M -$3.69M -46,643 -4%

GDDY Hedge Fund Activity: Q1 2022 in Review

453 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in GoDaddy (GDDY) for Q1 2022, worth a combined $13.4B — down 4.1% from $14B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new GDDY positions and 52 closed out — a net gain of 30 holders — while 166 added to existing stakes and 153 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $241M. The largest seller was Select Equity Group, cutting an estimated $368M.

  • 453 institutional investors held GoDaddy (GDDY) as of Q1 2022, up from 428 in Q4 2021.
  • Funds reported $13.4B of GoDaddy stock for Q1 2022, down 4.1% quarter-over-quarter.
  • 82 funds opened new GoDaddy positions in Q1 2022 and 52 closed out, a net change of +30 holders.
  • The largest GoDaddy buyer in Q1 2022 was Wellington Management Group, an estimated $241M added.
  • The largest GoDaddy seller in Q1 2022 was Select Equity Group, an estimated $368M sold.

Based on aggregated 13F filings for Q1 2022.