GoDaddy
GDDY
473 hedge funds and large institutions have $11B invested in GoDaddy in 2022 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 142 increasing their positions, 198 reducing their positions, and 39 closing their positions.
100% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 39
75% more call options, than puts
Call options by funds: $76.4M | Put options by funds: $43.7M
7% more funds holding
Funds holding: 444 → 473 (+29)
4% more capital invested
Capital invested by funds: $10.6B → $11B (+$394M)
1.62% less ownership
Funds ownership: 95.48% → 93.87% (-1.6%)
11% less funds holding in top 10
Funds holding in top 10: 18 → 16 (-2)
28% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 198
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$385M |
| 2 |
SV
Starboard Value
New York
|
+$148M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$30.8M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$29.5M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$21.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$113M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$71.2M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$46.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$37.5M |
| 5 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
|
-$20.6M |
GDDY Hedge Fund Activity: Q4 2022 in Review
473 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in GoDaddy (GDDY) for Q4 2022, worth a combined $11B — up 3.7% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new GDDY positions and 39 closed out — a net gain of 39 holders — while 142 added to existing stakes and 198 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $385M. The largest seller was Bank of America, cutting an estimated $113M.
- 473 institutional investors held GoDaddy (GDDY) as of Q4 2022, up from 444 in Q3 2022.
- Funds reported $11B of GoDaddy stock for Q4 2022, up 3.7% quarter-over-quarter.
- 78 funds opened new GoDaddy positions in Q4 2022 and 39 closed out, a net change of +39 holders.
- The largest GoDaddy buyer in Q4 2022 was Morgan Stanley, an estimated $385M added.
- The largest GoDaddy seller in Q4 2022 was Bank of America, an estimated $113M sold.
Based on aggregated 13F filings for Q4 2022.