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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
GKIM
301
GW&K Investment Management
Massachusetts
$5K +$4.88K +161 New
KFI
302
Key Financial Inc
Pennsylvania
$4.24K +$4.03K +133 New
LSA
303
Lansing Street Advisors
Pennsylvania
$4.02K
EWA
304
EverSource Wealth Advisors
Alabama
$3.35K -$424 -14 -12%
RFG
305
RFP Financial Group
Georgia
$3.03K
CAL
306
Capital Advisors Ltd
Ohio
$3K +$1K +33 +65%
JWA
307
JFS Wealth Advisors
Pennsylvania
$2.81K -$454 -15 -15%
EARNEST Partners
308
EARNEST Partners
Georgia
$2.65K
JFA
309
JNBA Financial Advisors
Minnesota
$2.3K
GWMIA
310
Global Wealth Management Investment Advisory
Florida
$2.1K +$2K +66 New
BAM
311
Byrne Asset Management
New Jersey
$2K -$12.1K -400 -85%
GWM
312
Geneos Wealth Management
Colorado
$1.59K
MCM
313
MV Capital Management
Maryland
$1.31K +$91 +3 +8%
MA
314
MCF Advisors
Kentucky
$1.21K
BIA
315
Bell Investment Advisors
California
$1.12K -$454 -15 -30%
GWS
316
Glassman Wealth Services
Virginia
$1.12K
AF
317
Allworth Financial
California
$1.08K -$515 -17 -33%
PP
318
Paloma Partners
Connecticut
$1.05K +$1K +33 New
SIA
319
SkyView Investment Advisors
New Jersey
$1K +$333 +11 +100%
SIC
320
SJS Investment Consulting
Ohio
$862 -$212 -7 -21%
DI
321
Disciplined Investments
Oklahoma
$829 +$121 +4 +18%
HNB
322
Huntington National Bank
Ohio
$670 +$636 +21 New
SWA
323
SOA Wealth Advisors
New York
$526
HI
324
Harbour Investments
Wisconsin
$446 +$424 +14 New
CFGS
325
Concourse Financial Group Securities
Alabama
$382 -$2.27K -75 -86%

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.