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FENG

Phoenix New Media

53 hedge funds and large institutions have $89.2M invested in Phoenix New Media in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $1.17M

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

4% more funds holding

Funds holding: 5153 (+2)

0.02% less ownership

Funds ownership: 0.55%0.53% (-0.02%)

17% less capital invested

Capital invested by funds: $108M → $89.2M (-$18.7M)

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
19
Reduced
11
Closed
18
Calls
$2.15M
Puts
$1.17M
Net Calls
+$988K
Net Calls Change
+$988K
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$21.7M +$3.92M +64,867 +21%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$11.2M +$11.7M +193,929 New
Renaissance Technologies
3
Renaissance Technologies
New York
$6.84M +$3.37M +55,717 +89%
Goldman Sachs
4
Goldman Sachs
New York
$6.62M +$6.67M +110,218 +2,508%
Allianz Asset Management
5
Allianz Asset Management
Germany
$5.67M +$3.54M +58,475 +148%
AG
6
Ashmore Group
United Kingdom
$4.37M +$4.58M +75,648 New
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$3.6M +$69.9K +1,155 +2%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$2.54M +$1.29M +21,335 +94%
MCM
9
McKinley Capital Management
Alaska
$2.35M +$1.14M +18,761 +86%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.09M +$2.01M +33,257 +1,132%
Millennium Management
11
Millennium Management
New York
$2.08M +$124K +2,043 +6%
Morgan Stanley
12
Morgan Stanley
New York
$1.72M +$65.9K +1,090 +4%
First Manhattan
13
First Manhattan
New York
$1.51M
GCP
14
GSA Capital Partners
United Kingdom
$1.47M +$417K +6,889 +37%
ARTA
15
A.R.T. Advisors
New York
$1.41M +$1.47M +24,365 New
NAM
16
NorthCoast Asset Management
Connecticut
$1.22M +$1.28M +21,115 New
Jane Street
17
Jane Street
New York
$1.2M -$2.4M -39,648 -66%
Two Sigma Investments
18
Two Sigma Investments
New York
$1.19M -$1.16M -19,143 -48%
GC
19
Guggenheim Capital
Illinois
$1.14M -$24.9M -411,186 -95%
Invesco
20
Invesco
Georgia
$1.12M -$1.45K -24 -0.1%
Deutsche Bank
21
Deutsche Bank
Germany
$1.02M +$620K +10,251 +138%
EC
22
EJF Capital
Virginia
$963K +$1.01M +16,667 New
FIG
23
Fortress Investment Group
New York
$894K +$936K +15,467 New
Two Sigma Advisers
24
Two Sigma Advisers
New York
$620K +$43.3K +716 +7%
DS
25
DRW Securities
Illinois
$558K +$584K +9,655 New

FENG Hedge Fund Activity: Q4 2013 in Review

53 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Phoenix New Media (FENG) for Q4 2013, worth a combined $89.2M — down 17% from $108M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FENG positions and 18 closed out — a net gain of 2 holders — while 19 added to existing stakes and 11 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $11.7M. The largest seller was Guggenheim Capital, cutting an estimated $24.9M.

  • 53 institutional investors held Phoenix New Media (FENG) as of Q4 2013, up from 51 in Q3 2013.
  • Funds reported $89.2M of Phoenix New Media stock for Q4 2013, down 17% quarter-over-quarter.
  • 20 funds opened new Phoenix New Media positions in Q4 2013 and 18 closed out, a net change of +2 holders.
  • The largest Phoenix New Media buyer in Q4 2013 was Wellington Management Group, an estimated $11.7M added.
  • The largest Phoenix New Media seller in Q4 2013 was Guggenheim Capital, an estimated $24.9M sold.

Based on aggregated 13F filings for Q4 2013.