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Fox Class A

529 hedge funds and large institutions have $7.54B invested in Fox Class A in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 147 increasing their positions, 223 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $30M | Put options by funds: $16.5M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 63

3% more funds holding

Funds holding: 513529 (+16)

3.73% less ownership

Funds ownership: 105.01%101.28% (-3.7%)

8% less capital invested

Capital invested by funds: $8.2B → $7.54B (-$655M)

34% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 223

Holders
529
Holders Change
+16
Holders Change %
+3.12%
% of All Funds
7.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
87
Increased
147
Reduced
223
Closed
63
Calls
$30M
Puts
$16.5M
Net Calls
+$13.5M
Net Calls Change
+$2.99M
Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
501
Householder Group Estate & Retirement Specialist
Arizona
$1K
PVH
502
Psagot Value Holdings
Israel
$1K
TFGT
503
TS Financial Group (TSFG)
Illinois
$1K
BCM
504
Bourgeon Capital Management
Connecticut
$980 +$998 +33 New
CA
505
Clearstead Advisors
Ohio
$891 -$20K -660 -96%
Kayne Anderson Rudnick Investment Management
506
Kayne Anderson Rudnick Investment Management
California
$819 +$817 +27 New
AAP
507
Arax Advisory Partners
Colorado
$683 +$605 +20 +667%
HCM
508
Highlander Capital Management
New Jersey
$653
DF
509
Dunhill Financial
United Kingdom
$645 +$666 +22 New
SPIA
510
Steward Partners Investment Advisory
New York
$623 -$24K -794 -97%
CCMI
511
Creative Capital Management Investments
California
$593
PWA
512
Provenance Wealth Advisors
Florida
$593
HI
513
Harbour Investments
Wisconsin
$564 +$575 +19 New
USB
514
Union Savings Bank
Connecticut
$533 +$545 +18 New
IFAM
515
Institutional & Family Asset Management
Colorado
$445
TWP
516
TFO Wealth Partners
Ohio
$356
OP
517
ORG Partners
Indiana
$299 -$333 -11 -52%
DWA
518
Delos Wealth Advisors
Texas
$297
NRG
519
Nemes Rush Group
Michigan
$268
NFA
520
Northwest Financial Advisors
Virginia
$189 +$182 +6 New
VWA
521
Valued Wealth Advisors
Utah
$188 +$182 +6 New
FSWA
522
Financial Synergies Wealth Advisors
Texas
$183 +$182 +6 New
OC
523
Oakworth Capital
Alabama
$148
EC
524
EntryPoint Capital
New York
$148 +$151 +5 New
SIS
525
Sound Income Strategies
Florida
$119 +$121 +4 New

FOXA Hedge Fund Activity: Q4 2023 in Review

529 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fox Class A (FOXA) for Q4 2023, worth a combined $7.54B — down 8% from $8.2B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new FOXA positions and 63 closed out — a net gain of 24 holders — while 147 added to existing stakes and 223 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83.2M. The largest seller was Ninety One (UK), cutting an estimated $342M.

  • 529 institutional investors held Fox Class A (FOXA) as of Q4 2023, up from 513 in Q3 2023.
  • Funds reported $7.54B of Fox Class A stock for Q4 2023, down 8% quarter-over-quarter.
  • 87 funds opened new Fox Class A positions in Q4 2023 and 63 closed out, a net change of +24 holders.
  • The largest Fox Class A buyer in Q4 2023 was Morgan Stanley, an estimated $83.2M added.
  • The largest Fox Class A seller in Q4 2023 was Ninety One (UK), an estimated $342M sold.

Based on aggregated 13F filings for Q4 2023.