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Fox Class B
FOX

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: 350 → 331 (-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: 4 → 3 (-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

Top Buyers

1
IFP
Independent Franchise Partners
United Kingdom
+$106M
2
BlackRock
BlackRock
New York
+$53.3M
3
Amundi
Amundi
France
+$18.2M
4
Aviva
Aviva
United Kingdom
+$15.6M
5
Citigroup
Citigroup
New York
+$13.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$73.7M
2
CIM
Contrarius Investment Management
Jersey
-$52.2M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$20.2M
4
JFG
Jefferies Financial Group
New York
-$20M
5
SA
Sycale Advisors
New York
-$19.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
276
O'Shaughnessy Asset Management
Connecticut
$24.6K +$15.4K +507 +191%
BWL
277
Bogart Wealth LLC
Virginia
$23.4K -$8.03K -265 -27%
RIA
278
Realta Investment Advisors
Delaware
$22.3K +$21.2K +700 New
TPCW
279
TD Private Client Wealth
New York
$20.2K +$9.54K +315 +99%
GT
280
Glenmede Trust
Pennsylvania
$16K – – –
NFSG
281
Newbridge Financial Services Group
Florida
$15.9K +$15.1K +500 New
Capstone Investment Advisors
282
Capstone Investment Advisors
New York
$15.6K -$30K -992 -67%
PFBT
283
Parkside Financial Bank & Trust
Missouri
$15K +$1.45K +48 +11%
Acadian Asset Management
284
Acadian Asset Management
Massachusetts
$14K – – –
CI Investments Inc
285
CI Investments Inc
Ontario, Canada
$12K +$91 +3 +0.8%
PA
286
Parallel Advisors
California
$10.7K +$30 +1 +0.3%
LS
287
Livforsakringsbolaget Skandia
Sweden
$9.56K – – –
S
288
SignatureFD
Georgia
$9.47K – – –
EBA
289
Eagle Bay Advisors
New York
$8.48K +$7.63K +252 +1,800%
HPC
290
HM Payson & Co
Maine
$8.42K – – –
Northwestern Mutual Wealth Management
291
Northwestern Mutual Wealth Management
Wisconsin
$8.01K -$2.42K -80 -24%
PTC
292
Private Trust Company
Ohio
$7.88K – – –
MPWT
293
MassMutual Private Wealth & Trust
Connecticut
$7.02K +$2.94K +97 +79%
TC
294
Truvestments Capital
Florida
$6.56K – – –
QCG
295
Quadrant Capital Group
Ohio
$6.41K -$485 -16 -7%
SSG
296
Summit Securities Group
New York
$6K -$2.82K -93 -34%
ZB
297
Zions Bancorporation
Utah
$5.74K -$1.21K -40 -18%
PWMG
298
Prestige Wealth Management Group
New Jersey
$5.55K -$91 -3 -2%
GRP
299
Global Retirement Partners
California
$5.31K – – –
HIIFS
300
Harel Insurance Investments & Financial Services
Israel
$5K – – –
10 11
12
13 14

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.