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Fox Class B

380 hedge funds and large institutions have $4.9B invested in Fox Class B in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 129 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 32

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

20% more capital invested

Capital invested by funds: $4.08B → $4.9B (+$820M)

6% more funds holding

Funds holding: 358380 (+22)

0.49% less ownership

Funds ownership: 54.15%53.66% (-0.49%)

3% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 133

48% less call options, than puts

Call options by funds: $3.15M | Put options by funds: $6.08M

Holders
380
Holders Change
+22
Holders Change %
+6.15%
% of All Funds
5.46%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
55
Increased
129
Reduced
133
Closed
32
Calls
$3.15M
Puts
$6.08M
Net Calls
-$2.93M
Net Calls Change
+$114K
Name Holding Trade Value Shares
Change
Change in
Stake
S
326
SignatureFD
Georgia
$11.6K
SWM
327
Spire Wealth Management
Virginia
$10.4K +$937 +26 +11%
VCM
328
Versant Capital Management
Arizona
$10.3K
PTC
329
Private Trust Company
Ohio
$9.58K
QCG
330
Quadrant Capital Group
Ohio
$8.27K
TC
331
Truvestments Capital
Florida
$8.08K +$7.5K +208 New
PWMG
332
Prestige Wealth Management Group
New Jersey
$7.68K
CA
333
CoreCap Advisors
Michigan
$7.4K +$72 +2 +1%
WSFS
334
Wilmington Savings Fund Society
Delaware
$6.95K +$6.45K +179 New
PFBT
335
Parkside Financial Bank & Trust
Missouri
$6.75K
PA
336
Pineridge Advisors
Missouri
$6.7K +$72 +2 +1%
TCOV
337
Trust Company of Vermont
Vermont
$5.35K +$4.97K +138 New
KFI
338
Key Financial Inc
Pennsylvania
$5.16K
CAL
339
Capital Advisors Ltd
Ohio
$5K +$108 +3 +2%
Northwestern Mutual Wealth Management
340
Northwestern Mutual Wealth Management
Wisconsin
$4.97K -$4.43K -123 -49%
GRP
341
Global Retirement Partners
California
$4.69K -$577 -16 -12%
JWA
342
JFS Wealth Advisors
Pennsylvania
$4.66K +$541 +15 +14%
HWA
343
Heritage Wealth Advisors
Virginia
$3.76K +$3.5K +97 New
CH
344
Cromwell Holdings
Wyoming
$3.49K
HWM
345
Hemington Wealth Management
Virginia
$3K +$3.39K +94 New
VWM
346
Venturi Wealth Management
Texas
$2.83K +$1.01K +28 +62%
AWM
347
Abound Wealth Management
Tennessee
$2.79K -$433 -12 -14%
JFA
348
JNBA Financial Advisors
Minnesota
$2.79K
IA
349
IFP Advisors
Florida
$2.29K -$613 -17 -22%
CPA
350
Capital Performance Advisors
California
$2.17K +$2.02K +56 New