News Corp Class B
194 hedge funds and large institutions have $572M invested in News Corp Class B in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 25 closing their positions.
215% more call options, than puts
Call options by funds: $82K | Put options by funds: $26K
40% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 25
4% more funds holding
Funds holding: 186 → 194 (+8)
1.11% more ownership
Funds ownership: 30.74% → 31.85% (+1.1%)
5% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 59
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
36% less capital invested
Capital invested by funds: $890M → $572M (-$318M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$24.6M |
| 2 |
YAM
Yacktman Asset Management
Austin,
Texas
|
+$12.8M |
| 3 |
HF
HRT Financial
New York
|
+$5.07M |
| 4 |
VI
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
+$4.08M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$15.8M |
| 2 |
Renaissance Technologies
New York
|
-$3.06M |
| 3 |
MSL
Mackay Shields LLC
New York
|
-$2.79M |
| 4 |
BlackRock
New York
|
-$2.59M |
| 5 |
Barclays
London,
United Kingdom
|
-$2.55M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Simplex Trading
Chicago,
Illinois
| – | -$2.98K | -232 | -72% |
|
|
OSAM
202
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$1K | -35 | Closed |
|
203
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$116 | -9 | -33% |
|
|
SFS
204
Sowell Financial Services
North Little Rock,
Arkansas
| – | +$129 | +10 | New |
|
|
PA
205
Parallel Advisors
San Francisco,
California
| – | +$142 | +11 | New |
|
|
GWS
206
Glassman Wealth Services
Vienna,
Virginia
| – | +$219 | +17 | New |
|
|
VCM
207
Versant Capital Management
Phoenix,
Arizona
| – | +$360 | +28 | New |
|
|
AIC
208
Ameritas Investment Company
Lincoln,
Nebraska
| – | +$386 | +30 | New |
|
NWS Hedge Fund Activity: Q1 2020 in Review
194 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in News Corp Class B (NWS) for Q1 2020, worth a combined $572M — down 36% from $890M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new NWS positions and 25 closed out — a net gain of 10 holders — while 62 added to existing stakes and 59 trimmed.
The largest buyer was Independent Franchise Partners, adding an estimated $24.6M. The largest seller was Franklin Resources, exiting entirely with an estimated $15.8M sold.
- 194 institutional investors held News Corp Class B (NWS) as of Q1 2020, up from 186 in Q4 2019.
- Funds reported $572M of News Corp Class B stock for Q1 2020, down 36% quarter-over-quarter.
- 35 funds opened new News Corp Class B positions in Q1 2020 and 25 closed out, a net change of +10 holders.
- The largest News Corp Class B buyer in Q1 2020 was Independent Franchise Partners, an estimated $24.6M added.
- The largest News Corp Class B seller in Q1 2020 was Franklin Resources, an estimated $15.8M sold.
Based on aggregated 13F filings for Q1 2020.