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Fox Class B
FOX

Overview Fund Activity

336 hedge funds and large institutions have $3.6B invested in Fox Class B in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 118 increasing their positions, 124 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
4.87%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
38
Increased
118
Reduced
124
Closed
39
Calls
$12.4M
Puts
$12.3M
Net Calls
+$92K
Net Calls Change
-$3.63M

Top Buyers

1
CIM
Contrarius Investment Management
Jersey
$62.9M
2
MFS
Mirabella Financial Services
United Kingdom
$24.6M
3
IFP
Independent Franchise Partners
United Kingdom
$126M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$177M
5
Bank of America
Bank of America
North Carolina
$41.8M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$80.3M
2
Morgan Stanley
Morgan Stanley
New York
$33.8M
3
Amundi
Amundi
France
$25.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
$406M
5
Millennium Management
Millennium Management
New York
$6.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
301
Prestige Wealth Management Group
New Jersey
$3.92K – – –
KFI
302
Key Financial Inc
Pennsylvania
$3.81K – – –
GRP
303
Global Retirement Partners
California
$3.74K -$1.88K -66 -34%
JWA
304
JFS Wealth Advisors
Pennsylvania
$3.01K -$200 -7 -6%
SAM
305
Smartleaf Asset Management
Massachusetts
$2.69K +$2.69K +94 New
AWM
306
Abound Wealth Management
Tennessee
$2.26K +$1.57K +55 +229%
IA
307
IFP Advisors
Florida
$2.2K +$172 +6 +8%
JFA
308
JNBA Financial Advisors
Minnesota
$2.06K – – –
W
309
WealthCollab
Washington
$1.89K – – –
LTI
310
Laffer Tengler Investments
Tennessee
$1.8K – – –
GWM
311
Geneos Wealth Management
Colorado
$1.43K – – –
HNB
312
Huntington National Bank
Ohio
$1.03K -$229 -8 -18%
CAL
313
Capital Advisors Ltd
Ohio
$1K +$29 +1 +3%
SIC
314
SJS Investment Consulting
Ohio
$974 +$29 +1 +3%
AIM
315
Anchor Investment Management
South Carolina
$916 +$916 +32 New
LI
316
LRI Investments
Florida
$780 +$780 +27 New
ECM
317
Everence Capital Management
Indiana
$755 – – –
VWA
318
Valued Wealth Advisors
Utah
$687 – – –
AWM
319
Avior Wealth Management
Nebraska
$658 +$658 +23 New
CA
320
Continuum Advisory
Idaho
$585 +$585 +19 New
BIA
321
Bell Investment Advisors
California
$516 – – –
SWA
322
SOA Wealth Advisors
New York
$480 – – –
CFGS
323
Concourse Financial Group Securities
Alabama
$400 – – –
BGAI
324
Bruce G. Allen Investments
Colorado
$372 – – –
DF
325
Dunhill Financial
United Kingdom
$339 +$57 +2 +20%
11 12
13
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