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News Corp Class B

225 hedge funds and large institutions have $2.18B invested in News Corp Class B in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 70 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 22

28% more capital invested

Capital invested by funds: $1.7B → $2.18B (+$480M)

7% more funds holding

Funds holding: 211225 (+14)

1.85% more ownership

Funds ownership: 42.38%44.22% (+1.8%)

11% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 79

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

66% less call options, than puts

Call options by funds: $1.22M | Put options by funds: $3.56M

Holders
225
Holders Change
+14
Holders Change %
+6.64%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
70
Reduced
79
Closed
22
Calls
$1.22M
Puts
$3.56M
Net Calls
-$2.35M
Net Calls Change
-$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
IFP
1
Independent Franchise Partners
United Kingdom
$300M -$16.8M -742,110 -6%
SL
2
SOF Ltd
Cayman Islands
$252M
SV
3
Starboard Value
New York
$225M +$198M +8,732,000 New
BlackRock
4
BlackRock
New York
$166M +$1.51M +66,560 +1%
State Street
5
State Street
Massachusetts
$148M +$21M +927,036 +19%
ICM
6
Irenic Capital Management
New York
$134M +$809K +35,739 +0.7%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$131M -$4.96M -219,078 -4%
Vanguard Group
8
Vanguard Group
Pennsylvania
$102M -$4.3M -189,987 -5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$77M -$11.3M -501,080 -14%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$71.6M +$649K +28,695 +1%
5NCM
11
59 North Capital Management
Texas
$62.1M +$17.8M +788,604 +49%
BAM
12
Burgundy Asset Management
Ontario, Canada
$59.1M -$922K -40,725 -2%
Morgan Stanley
13
Morgan Stanley
New York
$56.1M +$26.2M +1,155,650 +113%
MC
14
Metropolis Capital
United Kingdom
$52.1M -$7.45M -329,274 -14%
Invesco
15
Invesco
Georgia
$41M -$2.39M -105,652 -6%
Northern Trust
16
Northern Trust
Illinois
$25.7M +$120K +5,287 +0.5%
DFO
17
Duquesne Family Office
New York
$25.1M
Bank of New York Mellon
18
Bank of New York Mellon
New York
$20.6M +$2.86M +126,218 +19%
YAM
19
Yacktman Asset Management
Texas
$13.8M -$444K -19,604 -4%
Goldman Sachs
20
Goldman Sachs
New York
$13.1M -$72.7M -3,214,207 -86%
Legal & General Group
21
Legal & General Group
United Kingdom
$10.4M +$21K +928 +0.2%
N
22
Nuveen
North Carolina
$8.93M +$108K +4,791 +1%
Norges Bank
23
Norges Bank
Norway
$7.92M +$200K +8,848 +3%
Barclays
24
Barclays
United Kingdom
$7.18M -$5.19M -229,434 -45%
Bank of America
25
Bank of America
North Carolina
$6.68M +$2.05M +90,508 +54%

NWS Hedge Fund Activity: Q4 2023 in Review

225 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in News Corp Class B (NWS) for Q4 2023, worth a combined $2.18B — up 28% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NWS positions and 22 closed out — a net gain of 18 holders — while 70 added to existing stakes and 79 trimmed.

The largest buyer was Starboard Value, opening a new position worth an estimated $198M. The largest seller was Goldman Sachs, cutting an estimated $72.7M.

  • 225 institutional investors held News Corp Class B (NWS) as of Q4 2023, up from 211 in Q3 2023.
  • Funds reported $2.18B of News Corp Class B stock for Q4 2023, up 28% quarter-over-quarter.
  • 40 funds opened new News Corp Class B positions in Q4 2023 and 22 closed out, a net change of +18 holders.
  • The largest News Corp Class B buyer in Q4 2023 was Starboard Value, an estimated $198M added.
  • The largest News Corp Class B seller in Q4 2023 was Goldman Sachs, an estimated $72.7M sold.

Based on aggregated 13F filings for Q4 2023.