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News Corp Class B
NWS

184 hedge funds and large institutions have $800M invested in News Corp Class B in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 52

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

7% more capital invested

Capital invested by funds: $747M → $800M (+$52.7M)

1% more funds holding

Funds holding: 183 → 184 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

25% less call options, than puts

Call options by funds: $225K | Put options by funds: $299K

Holders
184
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
4.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
24
Increased
76
Reduced
52
Closed
21
Calls
$225K
Puts
$299K
Net Calls
-$74K
Net Calls Change
-$398K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$10.8M
2
CCMH
Cornerstone Capital Management Holdings
New York
+$4.92M
3
BIT
BlackRock Institutional Trust
California
+$4.46M
4
Principal Financial Group
Principal Financial Group
Iowa
+$4.42M
5
Wells Fargo
Wells Fargo
California
+$4.3M

Top Sellers

1
IVA
International Value Advisers
-$74.2M
2
TSW
Thompson Siegel & Walmsley
Virginia
-$25.7M
3
Pzena Investment Management
Pzena Investment Management
New York
-$18.6M
4
Macquarie Group
Macquarie Group
Australia
-$8.89M
5
SC
Sessa Capital
New York
-$5.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$1K -$1.81K -133 -61%
GT
177
Glenmede Trust
Pennsylvania
$1K – – –
JFA
178
JNBA Financial Advisors
Minnesota
$1K +$517 +38 New
S
179
SignatureFD
Georgia
$1K +$517 +38 New
GWS
180
Glassman Wealth Services
Virginia
$1K +$912 +67 New
PIA
181
Piedmont Investment Advisors
North Carolina
$284 – – –
AMI
182
Amica Mutual Insurance
Rhode Island
– -$1.16M -99,432 Closed
BBP
183
Banco BTG Pactual
Brazil
– -$1.15M -98,185 Closed
EGM
184
Engineers Gate Manager
New York
– -$957K -82,004 Closed
Mackenzie Financial
185
Mackenzie Financial
Ontario, Canada
– -$867K -74,304 Closed
APFBOT
186
Amica Pension Fund Board of Trustees
Rhode Island
– -$662K -56,695 Closed
SCM
187
Stevens Capital Management
Pennsylvania
– -$562K -48,133 Closed
ARTA
188
A.R.T. Advisors
New York
– -$487K -41,756 Closed
SSG
189
Summit Securities Group
New York
– -$312K -26,700 Closed
Los Angeles Capital Management
190
Los Angeles Capital Management
California
– -$212K -18,140 Closed
TC
191
TFS Capital
Pennsylvania
– -$144K -12,309 Closed
LMGAM
192
Liberty Mutual Group Asset Management
Massachusetts
– -$127K -10,849 Closed
ProShare Advisors
193
ProShare Advisors
Maryland
– -$122K -10,451 Closed
QC
194
QCM Cayman
Texas
– -$118K -10,124 Closed
ARMT
195
Amica Retiree Medical Trust
Rhode Island
– -$101K -8,633 Closed
EA
196
Euclid Advisors
Connecticut
– -$21K -1,840 Closed
PAIA
197
Park Avenue Institutional Advisers
New York
– -$8K -680 Closed
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
– -$2K -184 Closed
CCA
199
Checchi Capital Advisers
California
– -$2K -141 Closed
Simplex Trading
200
Simplex Trading
Illinois
– -$1.28K -94 Closed
4 5 6 7
8

NWS Hedge Fund Activity: Q3 2016 in Review

184 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in News Corp Class B (NWS) for Q3 2016, worth a combined $800M — up 7.1% from $747M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NWS positions and 21 closed out — a net gain of 3 holders — while 76 added to existing stakes and 52 trimmed.

The largest buyer was Vanguard Group, adding an estimated $10.8M. The largest seller was International Value Advisers, cutting an estimated $74.2M.

  • 184 institutional investors held News Corp Class B (NWS) as of Q3 2016, up from 183 in Q2 2016.
  • Funds reported $800M of News Corp Class B stock for Q3 2016, up 7.1% quarter-over-quarter.
  • 24 funds opened new News Corp Class B positions in Q3 2016 and 21 closed out, a net change of +3 holders.
  • The largest News Corp Class B buyer in Q3 2016 was Vanguard Group, an estimated $10.8M added.
  • The largest News Corp Class B seller in Q3 2016 was International Value Advisers, an estimated $74.2M sold.

Based on aggregated 13F filings for Q3 2016.