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News Corp Class B

186 hedge funds and large institutions have $890M invested in News Corp Class B in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

1% more funds holding

Funds holding: 184186 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.34% less ownership

Funds ownership: 31.07%30.74% (-0.34%)

4% less capital invested

Capital invested by funds: $931M → $890M (-$40.2M)

11% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 66

88% less call options, than puts

Call options by funds: $48K | Put options by funds: $401K

Holders
186
Holders Change
+2
Holders Change %
+1.09%
% of All Funds
3.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
59
Reduced
66
Closed
16
Calls
$48K
Puts
$401K
Net Calls
-$353K
Net Calls Change
-$79K
Name Holding Trade Value Shares
Change
Change in
Stake
SL
1
SOF Ltd
Cayman Islands
$142M
IFP
2
Independent Franchise Partners
United Kingdom
$139M +$941K +68,322 +0.7%
BlackRock
3
BlackRock
New York
$98.6M -$2.43M -176,756 -3%
State Street
4
State Street
Massachusetts
$65M +$1.64M +119,048 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$60.3M -$4.56M -330,838 -7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$51.2M +$2.21M +160,587 +5%
Truist Financial
7
Truist Financial
North Carolina
$32.7M +$31M +2,253,106 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$29.3M +$928K +67,347 +3%
Renaissance Technologies
9
Renaissance Technologies
New York
$24.8M +$4.33M +314,153 +23%
Invesco
10
Invesco
Georgia
$17.3M +$2.32M +168,628 +17%
Norges Bank
11
Norges Bank
Norway
$17.2M
Northern Trust
12
Northern Trust
Illinois
$17M +$281K +20,377 +2%
Franklin Resources
13
Franklin Resources
California
$15.8M -$7.47K -542 -0%
Charles Schwab
14
Charles Schwab
California
$11.6M +$19.7K +1,432 +0.2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$10.9M -$88.9K -6,453 -0.9%
Goldman Sachs
16
Goldman Sachs
New York
$9.27M +$975K +70,797 +12%
State of Wisconsin Investment Board
17
State of Wisconsin Investment Board
Wisconsin
$9.25M -$1.73M -125,492 -16%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$8.43M +$8M +580,928 New
Legal & General Group
19
Legal & General Group
United Kingdom
$8.41M +$281K +20,402 +4%
Barclays
20
Barclays
United Kingdom
$5.67M +$1.17M +84,744 +28%
N
21
Nuveen
North Carolina
$5.45M +$237K +17,236 +5%
GI
22
GAMCO Investors
Connecticut
$4.2M -$205K -14,900 -5%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$3.94M -$348K -25,285 -9%
MSL
24
Mackay Shields LLC
New York
$3.47M -$4.13M -299,839 -56%
GIA
25
Gateway Investment Advisers
Ohio
$3.46M +$1.83M +132,718 +126%

NWS Hedge Fund Activity: Q4 2019 in Review

186 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in News Corp Class B (NWS) for Q4 2019, worth a combined $890M — down 4.3% from $931M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NWS positions and 16 closed out — a net gain of 9 holders — while 59 added to existing stakes and 66 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $31M. The largest seller was Vanguard Group, cutting an estimated $4.56M.

  • 186 institutional investors held News Corp Class B (NWS) as of Q4 2019, up from 184 in Q3 2019.
  • Funds reported $890M of News Corp Class B stock for Q4 2019, down 4.3% quarter-over-quarter.
  • 25 funds opened new News Corp Class B positions in Q4 2019 and 16 closed out, a net change of +9 holders.
  • The largest News Corp Class B buyer in Q4 2019 was Truist Financial, an estimated $31M added.
  • The largest News Corp Class B seller in Q4 2019 was Vanguard Group, an estimated $4.56M sold.

Based on aggregated 13F filings for Q4 2019.