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Fox Class B

358 hedge funds and large institutions have $4.08B invested in Fox Class B in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 130 increasing their positions, 119 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 24

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13% more capital invested

Capital invested by funds: $3.61B → $4.08B (+$473M)

6% more funds holding

Funds holding: 339358 (+19)

9% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 119

0.64% more ownership

Funds ownership: 53.51%54.15% (+0.64%)

23% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $13.4M

Holders
358
Holders Change
+19
Holders Change %
+5.6%
% of All Funds
5.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
48
Increased
130
Reduced
119
Closed
24
Calls
$10.4M
Puts
$13.4M
Net Calls
-$3.05M
Net Calls Change
-$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
CH
326
Cromwell Holdings
Wyoming
$2.88K +$2.72K +90 New
AWM
327
Abound Wealth Management
Tennessee
$2.69K +$151 +5 +6%
IA
328
IFP Advisors
Florida
$2.43K -$30 -1 -1%
JFA
329
JNBA Financial Advisors
Minnesota
$2.31K
LTI
330
Laffer Tengler Investments
Tennessee
$2.02K
LIA
331
Lynx Investment Advisory
District of Columbia
$1.76K +$1.66K +55 New
GWM
332
Geneos Wealth Management
Colorado
$1.6K
ACM
333
Anfield Capital Management
California
$1.5K +$1.42K +47 New
VWM
334
Venturi Wealth Management
Texas
$1.44K +$1.36K +45 New
MCM
335
MV Capital Management
Maryland
$1.09K +$816 +27 +386%
SIC
336
SJS Investment Consulting
Ohio
$1.09K
AIM
337
Anchor Investment Management
South Carolina
$1.02K
PCM
338
Penserra Capital Management
California
$1K +$91 +3 +11%
HNB
339
Huntington National Bank
Ohio
$896 -$242 -8 -22%
LI
340
LRI Investments
Florida
$873
UB
341
UMB Bank
Missouri
$833 +$786 +26 New
VWA
342
Valued Wealth Advisors
Utah
$769
ECM
343
Everence Capital Management
Indiana
$757
CA
344
Continuum Advisory
Idaho
$608
BIA
345
Bell Investment Advisors
California
$577
SWA
346
SOA Wealth Advisors
New York
$537
DF
347
Dunhill Financial
United Kingdom
$459 +$60 +2 +17%
TWD
348
True Wealth Design
Ohio
$449 +$151 +5 +56%
AWM
349
Avior Wealth Management
Nebraska
$448 -$272 -9 -39%
CFGS
350
Concourse Financial Group Securities
Alabama
$448