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News Corp Class B
NWS

177 hedge funds and large institutions have $884M invested in News Corp Class B in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 59 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,269% more call options, than puts

Call options by funds: $397K | Put options by funds: $29K

3% less funds holding

Funds holding: 183 → 177 (-6)

15% less capital invested

Capital invested by funds: $1.05B → $884M (-$162M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

22% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 76

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
177
Holders Change
-6
Holders Change %
-3.28%
% of All Funds
4.72%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
10
Increased
59
Reduced
76
Closed
16
Calls
$397K
Puts
$29K
Net Calls
+$368K
Net Calls Change
+$416K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$4.89M
2
PL
Perpetual Ltd
Australia
+$4.5M
3
Norges Bank
Norges Bank
Norway
+$3.15M
4
PAM
Panagora Asset Management
Massachusetts
+$3.11M
5
State Street
State Street
Massachusetts
+$2.57M

Top Sellers

1
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
-$17.7M
2
MP
Marlowe Partners
New York
-$11.7M
3
DSC
Donald Smith & Co
New York
-$10.6M
4
Goldman Sachs
Goldman Sachs
New York
-$8.79M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$8.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
151
Victory Capital Management
Texas
$19K -$681 -55 -4%
Bessemer Group
152
Bessemer Group
New Jersey
$15K +$14.3K +1,153 New
Federated Hermes
153
Federated Hermes
Pennsylvania
$14K -$18.6K -1,506 -59%
Mitsubishi UFJ Asset Management
154
Mitsubishi UFJ Asset Management
Japan
$14K +$2.13K +172 +19%
HNB
155
Huntington National Bank
Ohio
$13K -$2.4K -194 -19%
Geode Capital Management
156
Geode Capital Management
Massachusetts
$11.3K +$117K +9,418 +1%
CFA
157
Carroll Financial Associates
North Carolina
$10K – – –
PAM
158
PartnerRe Asset Management
Connecticut
$10K – – –
PAIA
159
Park Avenue Institutional Advisers
New York
$9K -$297 -24 -3%
MAM
160
Meeder Asset Management
Ohio
$9K +$8.77K +708 New
LTFS
161
Ladenburg Thalmann Financial Services
Florida
$8K -$1.11K -90 -13%
GLI
162
Guardian Life Insurance
New York
$5K -$1.32K -107 -21%
Toronto Dominion Bank
163
Toronto Dominion Bank
Ontario, Canada
$3K -$38.2K -3,082 -93%
First Eagle Investment Management
164
First Eagle Investment Management
New York
$3K – – –
HIIFS
165
Harel Insurance Investments & Financial Services
Israel
$3K – – –
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$2K -$4.58K -370 -76%
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$2K -$2.3K -186 -50%
JIC
168
Joel Isaacson & Co
New York
$2K – – –
MFS
169
MSI Financial Services
Massachusetts
$2K – – –
CCA
170
Checchi Capital Advisers
California
$2K +$1.75K +141 New
Creative Planning
171
Creative Planning
Kansas
$1K -$619 -50 -37%
DBT
172
Dubuque Bank & Trust
Iowa
$1K – – –
GT
173
Glenmede Trust
Pennsylvania
$1K – – –
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$888 – – –
N
175
Nuveen
North Carolina
$200 – – –
4 5 6
7
8

NWS Hedge Fund Activity: Q1 2016 in Review

177 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in News Corp Class B (NWS) for Q1 2016, worth a combined $884M — down 15% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of NWS and 10 opened new positions — a net loss of 6 holders — while 76 trimmed existing stakes and 59 added.

The largest buyer was Vanguard Group, adding an estimated $4.89M. The largest seller was P. Schoenfeld Asset Management (PSAM), exiting entirely with an estimated $17.7M sold.

  • 177 institutional investors held News Corp Class B (NWS) as of Q1 2016, down from 183 in Q4 2015.
  • Funds reported $884M of News Corp Class B stock for Q1 2016, down 15% quarter-over-quarter.
  • 10 funds opened new News Corp Class B positions in Q1 2016 and 16 closed out, a net change of -6 holders.
  • The largest News Corp Class B buyer in Q1 2016 was Vanguard Group, an estimated $4.89M added.
  • The largest News Corp Class B seller in Q1 2016 was P. Schoenfeld Asset Management (PSAM), an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2016.