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Fox Class B

341 hedge funds and large institutions have $3.5B invested in Fox Class B in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 122 increasing their positions, 124 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more call options, than puts

Call options by funds: $5.04M | Put options by funds: $1.32M

0.96% more ownership

Funds ownership: 52.8%53.76% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 43

1% less funds holding

Funds holding: 343341 (-2)

2% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 124

2% less capital invested

Capital invested by funds: $3.59B → $3.5B (-$87.9M)

Holders
341
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
4.97%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
43
Increased
122
Reduced
124
Closed
43
Calls
$5.04M
Puts
$1.32M
Net Calls
+$3.72M
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
301
Simplex Trading
Illinois
$5K -$201K -7,162 -97%
PA
302
Pineridge Advisors
Missouri
$4.7K +$4.77K +170 New
EWA
303
EverSource Wealth Advisors
Alabama
$4.29K +$1.4K +50 +48%
GKIM
304
GW&K Investment Management
Massachusetts
$4K
HIIFS
305
Harel Insurance Investments & Financial Services
Israel
$4K
PWMG
306
Prestige Wealth Management Group
New Jersey
$3.79K -$1.6K -57 -29%
ASN
307
Advisory Services Network
Georgia
$3.79K +$3.85K +137 New
KFI
308
Key Financial Inc
Pennsylvania
$3.68K
RIM
309
Rockbridge Investment Management
New York
$3.65K +$3.71K +132 New
JWA
310
JFS Wealth Advisors
Pennsylvania
$3.1K +$28 +1 +0.9%
RDFA
311
Ritter Daniher Financial Advisory
Ohio
$2.77K
RFG
312
RFP Financial Group
Georgia
$2.63K
JFA
313
JNBA Financial Advisors
Minnesota
$1.99K
IA
314
IFP Advisors
Florida
$1.96K +$1.99K +71 New
W
315
WealthCollab
Washington
$1.82K +$1.85K +66 New
LTI
316
Laffer Tengler Investments
Tennessee
$1.74K
PWMG
317
Private Wealth Management Group
New Jersey
$1.49K +$1.52K +54 New
GWM
318
Geneos Wealth Management
Colorado
$1.38K
HNB
319
Huntington National Bank
Ohio
$1.22K +$646 +23 +110%
CAL
320
Capital Advisors Ltd
Ohio
$1K -$1.43K -51 -61%
GWS
321
Glassman Wealth Services
Virginia
$968
SIC
322
SJS Investment Consulting
Ohio
$913 -$28 -1 -3%
VWA
323
Valued Wealth Advisors
Utah
$694 +$674 +24 New
AWM
324
Abound Wealth Management
Tennessee
$664 +$674 +24 New
BIA
325
Bell Investment Advisors
California
$498 -$477 -17 -49%

FOX Hedge Fund Activity: Q4 2023 in Review

341 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fox Class B (FOX) for Q4 2023, worth a combined $3.5B — down 2.4% from $3.59B a quarter earlier.

Fund positioning in FOX was balanced in Q4 2023: 43 funds opened new positions, 43 closed out, 122 added to existing stakes and 124 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $42.5M. The largest seller was Nomura Holdings, exiting entirely with an estimated $170M sold.

  • 341 institutional investors held Fox Class B (FOX) as of Q4 2023, down from 343 in Q3 2023.
  • Funds reported $3.5B of Fox Class B stock for Q4 2023, down 2.4% quarter-over-quarter.
  • 43 funds opened new Fox Class B positions in Q4 2023 and 43 closed out, a net change of 0 holders.
  • The largest Fox Class B buyer in Q4 2023 was Morgan Stanley, an estimated $42.5M added.
  • The largest Fox Class B seller in Q4 2023 was Nomura Holdings, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2023.