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News Corp Class B

200 hedge funds and large institutions have $735M invested in News Corp Class B in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 59

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

11% more capital invested

Capital invested by funds: $660M → $735M (+$75.5M)

2% more funds holding

Funds holding: 196200 (+4)

1.31% more ownership

Funds ownership: 28.16%29.47% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $347K

Holders
200
Holders Change
+4
Holders Change %
+2.04%
% of All Funds
4.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
83
Reduced
59
Closed
22
Calls
Puts
$347K
Net Calls
-$347K
Net Calls Change
-$725K
Name Holding Trade Value Shares
Change
Change in
Stake
SL
1
SOF Ltd
Cayman Islands
$122M
BlackRock
2
BlackRock
New York
$82.5M +$1.37M +107,348 +2%
IFP
3
Independent Franchise Partners
United Kingdom
$68.6M +$19.6M +1,534,766 +39%
Vanguard Group
4
Vanguard Group
Pennsylvania
$51.8M +$3.65M +285,773 +7%
State Street
5
State Street
Massachusetts
$51.5M +$5.38M +421,639 +11%
SCM
6
Sterling Capital Management
North Carolina
$39.8M -$3.15M -246,786 -7%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$32.2M +$6.91M +541,806 +27%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$21.3M +$1.05M +82,108 +5%
State of Wisconsin Investment Board
9
State of Wisconsin Investment Board
Wisconsin
$16.6M +$16.7M +1,307,429 +5,586%
Norges Bank
10
Norges Bank
Norway
$14.8M
Northern Trust
11
Northern Trust
Illinois
$14.6M +$207K +16,226 +1%
Franklin Resources
12
Franklin Resources
California
$13.6M +$15.2K +1,192 +0.1%
Invesco
13
Invesco
Georgia
$12.9M +$432K +33,886 +3%
CC
14
CQS Cayman
Cayman Islands
$9.79M +$10M +783,840 New
Charles Schwab
15
Charles Schwab
California
$9.71M +$545K +42,706 +6%
TCM
16
Tensile Capital Management
California
$9.45M -$4.79M -375,000 -33%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$9.18M +$3.16M +247,882 +51%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$9.02M +$150K +11,781 +2%
Barclays
19
Barclays
United Kingdom
$6.97M +$2.33M +182,438 +49%
Goldman Sachs
20
Goldman Sachs
New York
$6.13M +$1.43M +112,169 +30%
Legal & General Group
21
Legal & General Group
United Kingdom
$6M +$84.5K +6,623 +1%
Renaissance Technologies
22
Renaissance Technologies
New York
$5.85M +$3.69M +289,300 +162%
Bank of America
23
Bank of America
North Carolina
$5.4M +$3.54M +277,660 +179%
PL
24
Perpetual Ltd
Australia
$5.27M -$11.1M -868,817 -67%
GI
25
GAMCO Investors
Connecticut
$4.08M -$281K -22,036 -6%

NWS Hedge Fund Activity: Q1 2019 in Review

200 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in News Corp Class B (NWS) for Q1 2019, worth a combined $735M — up 11% from $660M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NWS positions and 22 closed out — a net gain of 5 holders — while 83 added to existing stakes and 59 trimmed.

The largest buyer was Independent Franchise Partners, adding an estimated $19.6M. The largest seller was International Value Advisers, exiting entirely with an estimated $43.6M sold.

  • 200 institutional investors held News Corp Class B (NWS) as of Q1 2019, up from 196 in Q4 2018.
  • Funds reported $735M of News Corp Class B stock for Q1 2019, up 11% quarter-over-quarter.
  • 27 funds opened new News Corp Class B positions in Q1 2019 and 22 closed out, a net change of +5 holders.
  • The largest News Corp Class B buyer in Q1 2019 was Independent Franchise Partners, an estimated $19.6M added.
  • The largest News Corp Class B seller in Q1 2019 was International Value Advisers, an estimated $43.6M sold.

Based on aggregated 13F filings for Q1 2019.