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News Corp Class B

196 hedge funds and large institutions have $660M invested in News Corp Class B in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $771K | Put options by funds: $393K

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

3% more funds holding

Funds holding: 191196 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.35% less ownership

Funds ownership: 28.5%28.16% (-0.35%)

12% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 68

15% less capital invested

Capital invested by funds: $774M → $660M (-$114M)

Holders
196
Holders Change
+5
Holders Change %
+2.62%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
60
Reduced
68
Closed
24
Calls
$771K
Puts
$393K
Net Calls
+$378K
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
151
Thompson Siegel & Walmsley
Virginia
$20K -$750K -57,338 -97%
Nordea Investment Management
152
Nordea Investment Management
Sweden
$20K
Loomis, Sayles & Company
153
Loomis, Sayles & Company
Massachusetts
$20K +$22.3K +1,707 New
FQ
154
First Quadrant
California
$18K -$135K -10,299 -87%
CBT
155
Capital Bank & Trust
California
$16K
Asset Management One
156
Asset Management One
Japan
$16K +$5.14K +393 +39%
TAM
157
Tiverton Asset Management
Delaware
$16K +$17.8K +1,362 New
MAM
158
Meeder Asset Management
Ohio
$15K -$459K -35,102 -97%
RIM
159
Rampart Investment Management
Connecticut
$14K -$26K -1,992 -62%
OIA
160
OneDigital Investment Advisors
Kansas
$13K
QI
161
QS Investors
New York
$11K
IA
162
IFP Advisors
Florida
$11K +$12.5K +958 +2,281%
CFA
163
Carroll Financial Associates
North Carolina
$9K
AG
164
Advisor Group
Arizona
$9K +$9.47K +724 +978%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$8K +$2.35K +180 +32%
Mitsubishi UFJ Asset Management
166
Mitsubishi UFJ Asset Management
Japan
$7K -$2.16K -165 -22%
HIIFS
167
Harel Insurance Investments & Financial Services
Israel
$7K +$955 +73 +14%
NIT
168
NumerixS Investment Technologies
British Columbia, Canada
$7K +$7.84K +600 New
HNB
169
Huntington National Bank
Ohio
$5K
KA
170
Kaizen Advisory
Illinois
$5K +$1.45K +111 +32%
KPW
171
Kore Private Wealth
New York
$5K +$5.11K +391 New
SLF
172
Sun Life Financial
Ontario, Canada
$4K +$26 +2 +0.6%
GLI
173
Guardian Life Insurance
New York
$4K +$170 +13 +4%
TRCT
174
Tower Research Capital (TRC)
New York
$2K -$9.13K -698 -78%
WCM
175
Whitener Capital Management
North Carolina
$2K

NWS Hedge Fund Activity: Q4 2018 in Review

196 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in News Corp Class B (NWS) for Q4 2018, worth a combined $660M — down 15% from $774M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NWS positions and 24 closed out — a net gain of 5 holders — while 60 added to existing stakes and 68 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $7.51M. The largest seller was Jane Street, exiting entirely with an estimated $7.56M sold.

  • 196 institutional investors held News Corp Class B (NWS) as of Q4 2018, up from 191 in Q3 2018.
  • Funds reported $660M of News Corp Class B stock for Q4 2018, down 15% quarter-over-quarter.
  • 29 funds opened new News Corp Class B positions in Q4 2018 and 24 closed out, a net change of +5 holders.
  • The largest News Corp Class B buyer in Q4 2018 was Dimensional Fund Advisors, an estimated $7.51M added.
  • The largest News Corp Class B seller in Q4 2018 was Jane Street, an estimated $7.56M sold.

Based on aggregated 13F filings for Q4 2018.