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Fox Class B

331 hedge funds and large institutions have $4.05B invested in Fox Class B in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 106 increasing their positions, 136 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $3.96B → $4.05B (+$83.9M)

0.5% less ownership

Funds ownership: 54.38%53.88% (-0.5%)

5% less funds holding

Funds holding: 350331 (-19)

22% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 136

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

37% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 49

45% less call options, than puts

Call options by funds: $7.54M | Put options by funds: $13.8M

Holders
331
Holders Change
-19
Holders Change %
-5.43%
% of All Funds
5.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
31
Increased
106
Reduced
136
Closed
49
Calls
$7.54M
Puts
$13.8M
Net Calls
-$6.22M
Net Calls Change
-$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
O
251
Ossiam
France
$103K +$40K +1,320 +70%
TRCT
252
Tower Research Capital (TRC)
New York
$88.5K +$10.8K +358 +15%
Swedbank
253
Swedbank
Sweden
$79K
CT
254
Colonial Trust
South Carolina
$68K
Simplex Trading
255
Simplex Trading
Illinois
$68K +$65.1K +2,148 New
US Bancorp
256
US Bancorp
Minnesota
$64.4K -$8.6K -284 -12%
AIP
257
Ameritas Investment Partners
Nebraska
$61.9K
DGAM
258
Desjardins Global Asset Management
Quebec, Canada
$59.9K
HI
259
Horizon Investments
North Carolina
$58K +$1.64K +54 +3%
HB
260
Horizon Bancorp
Indiana
$54K -$101K -3,331 -66%
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$53K +$12.2K +402 +32%
Bessemer Group
262
Bessemer Group
New Jersey
$52K +$8.42K +278 +20%
Federated Hermes
263
Federated Hermes
Pennsylvania
$50.2K -$1.03K -34 -2%
SWM
264
Spire Wealth Management
Virginia
$35.6K -$2.18K -72 -6%
BAMF
265
BI Asset Management Fondsmaeglerselskab
Denmark
$35K
FHA
266
First Horizon Advisors
Tennessee
$32.2K +$1.36K +45 +5%
C
267
Covestor
United Kingdom
$32K +$7.54K +249 +33%
UM
268
UniSuper Management
Australia
$31.9K +$30.3K +1,000 New
SIM
269
Sentry Investment Management
Wisconsin
$29K
WBC
270
Westpac Banking Corp
Australia
$28.2K -$330K -10,881 -92%
FFA
271
Farther Finance Advisors
California
$28K
VSQM
272
V-Square Quantitative Management
Illinois
$27.4K +$26K +858 New
PCM
273
Penserra Capital Management
California
$27K +$26.5K +876 +2,920%
CFG
274
CKW Financial Group
Hawaii
$26K
FIA
275
FNY Investment Advisers
New York
$25K

FOX Hedge Fund Activity: Q2 2023 in Review

331 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fox Class B (FOX) for Q2 2023, worth a combined $4.05B — up 2.1% from $3.96B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of FOX and 31 opened new positions — a net loss of 18 holders — while 136 trimmed existing stakes and 106 added.

The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $106M. The largest seller was Envestnet Asset Management, cutting an estimated $73.7M.

  • 331 institutional investors held Fox Class B (FOX) as of Q2 2023, down from 350 in Q1 2023.
  • Funds reported $4.05B of Fox Class B stock for Q2 2023, up 2.1% quarter-over-quarter.
  • 31 funds opened new Fox Class B positions in Q2 2023 and 49 closed out, a net change of -18 holders.
  • The largest Fox Class B buyer in Q2 2023 was Independent Franchise Partners, an estimated $106M added.
  • The largest Fox Class B seller in Q2 2023 was Envestnet Asset Management, an estimated $73.7M sold.

Based on aggregated 13F filings for Q2 2023.