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News Corp Class B
NWS

194 hedge funds and large institutions have $738M invested in News Corp Class B in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 60 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

31.31% more ownership

Funds ownership: 0% → 31.31% (+31%)

20% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 60

5% more funds holding

Funds holding: 184 → 194 (+10)

8% less capital invested

Capital invested by funds: $800M → $738M (-$62M)

15% less call options, than puts

Call options by funds: $273K | Put options by funds: $323K

Holders
194
Holders Change
+10
Holders Change %
+5.43%
% of All Funds
4.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
34
Increased
72
Reduced
60
Closed
22
Calls
$273K
Puts
$323K
Net Calls
-$50K
Net Calls Change
+$24K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$14.8M
2
PL
Perpetual Ltd
Australia
+$9.1M
3
GC
Guggenheim Capital
Illinois
+$4.95M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.81M
5
State Street
State Street
Massachusetts
+$2.99M

Top Sellers

1
IVA
International Value Advisers
-$60.4M
2
ACM
Altalis Capital Management
New York
-$4.55M
3
CCMH
Cornerstone Capital Management Holdings
New York
-$4.11M
4
Principal Financial Group
Principal Financial Group
Iowa
-$4.09M
5
SCM
Sterling Capital Management
North Carolina
-$3.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Acadian Asset Management
176
Acadian Asset Management
Massachusetts
$5K +$4.89K +385 New
Parallax Volatility Advisers
177
Parallax Volatility Advisers
California
$5K +$4.99K +393 New
PIA
178
Piedmont Investment Advisors
North Carolina
$4.25K +$4.32K +340 +1,700%
PHK
179
Point72 Hong Kong
Hong Kong
$4K -$89.5K -7,045 -95%
GXMC
180
Global X Management Company
New York
$4K +$1.93K +152 +68%
First Eagle Investment Management
181
First Eagle Investment Management
New York
$3K – – –
HIIFS
182
Harel Insurance Investments & Financial Services
Israel
$3K – – –
MFS
183
MSI Financial Services
Massachusetts
$3K – – –
IA
184
IFP Advisors
Florida
$2K – – –
JIC
185
Joel Isaacson & Co
New York
$2K – – –
Creative Planning
186
Creative Planning
Kansas
$1K – – –
GT
187
Glenmede Trust
Pennsylvania
$1K – – –
EARNEST Partners
188
EARNEST Partners
Georgia
$1K +$762 +60 New
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.39K +109 New
FPF
190
FNY Partners Fund
New York
$295 +$318K +25,000 New
SLF
191
Sun Life Financial
Ontario, Canada
$64 +$13 +1 New
AIMCA
192
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$3.01M -211,000 Closed
CIP
193
Convergence Investment Partners
Florida
– -$1.9M -133,392 Closed
PP
194
Paloma Partners
Connecticut
– -$1.01M -71,061 Closed
DTL
195
Dynamic Technology Lab
Singapore
– -$955K -67,155 Closed
Walleye Trading
196
Walleye Trading
New York
– -$718K -56,472 Closed
Squarepoint
197
Squarepoint
New York
– -$770K -54,167 Closed
BNP Paribas Asset Management
198
BNP Paribas Asset Management
France
– -$638K -44,860 Closed
Verition Fund Management
199
Verition Fund Management
Connecticut
– -$569K -40,002 Closed
HighTower Advisors
200
HighTower Advisors
Illinois
– -$509K -35,749 Closed
5 6 7
8
9

NWS Hedge Fund Activity: Q4 2016 in Review

194 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in News Corp Class B (NWS) for Q4 2016, worth a combined $738M — down 7.8% from $800M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NWS positions and 22 closed out — a net gain of 12 holders — while 72 added to existing stakes and 60 trimmed.

The largest buyer was Wells Fargo, adding an estimated $14.8M. The largest seller was International Value Advisers, cutting an estimated $60.4M.

  • 194 institutional investors held News Corp Class B (NWS) as of Q4 2016, up from 184 in Q3 2016.
  • Funds reported $738M of News Corp Class B stock for Q4 2016, down 7.8% quarter-over-quarter.
  • 34 funds opened new News Corp Class B positions in Q4 2016 and 22 closed out, a net change of +12 holders.
  • The largest News Corp Class B buyer in Q4 2016 was Wells Fargo, an estimated $14.8M added.
  • The largest News Corp Class B seller in Q4 2016 was International Value Advisers, an estimated $60.4M sold.

Based on aggregated 13F filings for Q4 2016.