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Fox Class A

523 hedge funds and large institutions have $9.99B invested in Fox Class A in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 206 increasing their positions, 183 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $79.9M | Put options by funds: $26.6M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

13% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 183

11% more capital invested

Capital invested by funds: $9B → $9.99B (+$994M)

0.54% more ownership

Funds ownership: 99.19%99.74% (+0.54%)

4% less funds holding

Funds holding: 547523 (-24)

23% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 70

Holders
523
Holders Change
-24
Holders Change %
-4.39%
% of All Funds
8.33%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
54
Increased
206
Reduced
183
Closed
70
Calls
$79.9M
Puts
$26.6M
Net Calls
+$53.2M
Net Calls Change
+$29M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.49B -$66.4M -1,965,744 -4%
Dodge & Cox
2
Dodge & Cox
California
$1.36B -$344K -10,187 -0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.14B -$12.4M -366,447 -1%
IFP
4
Independent Franchise Partners
United Kingdom
$646M -$2.32M -68,541 -0.4%
State Street
5
State Street
Massachusetts
$468M +$3.45M +102,146 +0.7%
Ninety One (UK)
6
Ninety One (UK)
United Kingdom
$408M +$7.01M +207,618 +2%
LSV Asset Management
7
LSV Asset Management
Illinois
$266M -$14.1M -417,350 -5%
Ameriprise
8
Ameriprise
Minnesota
$258M +$35.3M +1,046,137 +16%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$227M -$2.2M -65,150 -1%
Bank of America
10
Bank of America
North Carolina
$145M +$18.8M +555,423 +15%
Invesco
11
Invesco
Georgia
$129M -$116K -3,431 -0.1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$128M +$61.8K +1,830 +0%
Northern Trust
13
Northern Trust
Illinois
$123M +$633K +18,745 +0.5%
Pacer Advisors
14
Pacer Advisors
Pennsylvania
$122M +$31.6M +935,365 +35%
YAM
15
Yacktman Asset Management
Texas
$89.9M -$651K -19,283 -0.7%
Morgan Stanley
16
Morgan Stanley
New York
$88.8M -$12.2M -360,550 -12%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$81.2M -$2.02M -59,881 -2%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$80.2M +$29.6M +874,870 +59%
Legal & General Group
19
Legal & General Group
United Kingdom
$72.2M -$8.33M -246,731 -10%
Norges Bank
20
Norges Bank
Norway
$69.2M -$23M -681,134 -25%
Deutsche Bank
21
Deutsche Bank
Germany
$68.7M -$2.13M -63,195 -3%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$67.9M +$3.77M +111,723 +6%
GLA
23
Great Lakes Advisors
Illinois
$65.9M +$64.8M +1,918,954 +11,612%
FWIA
24
Fort Washington Investment Advisors
Ohio
$62.6M +$660K +19,528 +1%
Amundi
25
Amundi
France
$61.3M -$2.53M -74,943 -4%

FOXA Hedge Fund Activity: Q1 2023 in Review

523 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fox Class A (FOXA) for Q1 2023, worth a combined $9.99B — up 11% from $9B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of FOXA and 54 opened new positions — a net loss of 16 holders — while 183 trimmed existing stakes and 206 added.

The largest buyer was Envestnet Asset Management, adding an estimated $94M. The largest seller was Citadel Advisors, cutting an estimated $162M.

  • 523 institutional investors held Fox Class A (FOXA) as of Q1 2023, down from 547 in Q4 2022.
  • Funds reported $9.99B of Fox Class A stock for Q1 2023, up 11% quarter-over-quarter.
  • 54 funds opened new Fox Class A positions in Q1 2023 and 70 closed out, a net change of -16 holders.
  • The largest Fox Class A buyer in Q1 2023 was Envestnet Asset Management, an estimated $94M added.
  • The largest Fox Class A seller in Q1 2023 was Citadel Advisors, an estimated $162M sold.

Based on aggregated 13F filings for Q1 2023.