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News Corp Class B

183 hedge funds and large institutions have $1.05B invested in News Corp Class B in 2015 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

19% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 59

9% more capital invested

Capital invested by funds: $956M → $1.05B (+$90.2M)

5% more funds holding

Funds holding: 175183 (+8)

87% less call options, than puts

Call options by funds: $7K | Put options by funds: $55K

Holders
183
Holders Change
+8
Holders Change %
+4.57%
% of All Funds
4.8%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
23
Increased
70
Reduced
59
Closed
14
Calls
$7K
Puts
$55K
Net Calls
-$48K
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
151
Federated Hermes
Pennsylvania
$35K -$19.9K -1,386 -35%
CGT
152
Capital Guardian Trust
California
$23K +$3.61K +252 +18%
CG
153
Cutler Group
California
$23K +$24.2K +1,690 New
Victory Capital Management
154
Victory Capital Management
Texas
$21K +$21.1K +1,469 New
HNB
155
Huntington National Bank
Ohio
$14K
JGIA
156
Jackson Grant Investment Advisers
Connecticut
$14K +$14.4K +1,006 New
Mitsubishi UFJ Asset Management
157
Mitsubishi UFJ Asset Management
Japan
$12K
LTFS
158
Ladenburg Thalmann Financial Services
Florida
$10K -$1.49K -104 -13%
PAIA
159
Park Avenue Institutional Advisers
New York
$10K -$186 -13 -2%
CFA
160
Carroll Financial Associates
North Carolina
$10K
PAM
161
PartnerRe Asset Management
Connecticut
$10K +$10.4K +724 New
Citigroup
162
Citigroup
New York
$8K +$7.62K +531 New
GLI
163
Guardian Life Insurance
New York
$7K -$1.78K -124 -20%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$7K +$14 +1 +0.2%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$5K +$1.46K +102 +38%
First Eagle Investment Management
166
First Eagle Investment Management
New York
$3K
TRCT
167
Tower Research Capital (TRC)
New York
$3K +$3.48K +243 New
Creative Planning
168
Creative Planning
Kansas
$2K
JIC
169
Joel Isaacson & Co
New York
$2K
MFS
170
MSI Financial Services
Massachusetts
$2K +$1.66K +116 +276%
IA
171
IFP Advisors
Florida
$2K +$1.98K +138 New
Manulife (Manufacturers Life Insurance)
172
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.47K -$4.11M -286,912 -73%
Simplex Trading
173
Simplex Trading
Illinois
$1K -$27.4K -1,912 -93%
GT
174
Glenmede Trust
Pennsylvania
$1K
KM
175
Kalos Management
Georgia
$1K

NWS Hedge Fund Activity: Q4 2015 in Review

183 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in News Corp Class B (NWS) for Q4 2015, worth a combined $1.05B — up 9.4% from $956M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new NWS positions and 14 closed out — a net gain of 9 holders — while 70 added to existing stakes and 59 trimmed.

The largest buyer was Vanguard Group, adding an estimated $26.5M. The largest seller was Newtyn Management, exiting entirely with an estimated $29.8M sold.

  • 183 institutional investors held News Corp Class B (NWS) as of Q4 2015, up from 175 in Q3 2015.
  • Funds reported $1.05B of News Corp Class B stock for Q4 2015, up 9.4% quarter-over-quarter.
  • 23 funds opened new News Corp Class B positions in Q4 2015 and 14 closed out, a net change of +9 holders.
  • The largest News Corp Class B buyer in Q4 2015 was Vanguard Group, an estimated $26.5M added.
  • The largest News Corp Class B seller in Q4 2015 was Newtyn Management, an estimated $29.8M sold.

Based on aggregated 13F filings for Q4 2015.