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News Corp Class A
NWSA

365 hedge funds and large institutions have $5.02B invested in News Corp Class A in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 132 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $4.17B → $5.02B (+$850M)

3% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 39

1% less funds holding

Funds holding: 369 → 365 (-4)

16% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 132

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

46% less call options, than puts

Call options by funds: $2.32M | Put options by funds: $4.29M

Holders
365
Holders Change
-4
Holders Change %
-1.08%
% of All Funds
9.74%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
38
Increased
111
Reduced
132
Closed
39
Calls
$2.32M
Puts
$4.29M
Net Calls
-$1.96M
Net Calls Change
-$606K

Top Buyers

Rank Fund Capital Flow
1
Artisan Partners
Artisan Partners
Wisconsin
+$159M
2
Goldman Sachs
Goldman Sachs
New York
+$22.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$19.3M
4
Ameriprise
Ameriprise
Minnesota
+$16.2M
5
O
OppenheimerFunds
New York
+$11.2M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$42.1M
2
AIM
Assured Investment Management
New York
-$30.3M
3
ACM
Altalis Capital Management
New York
-$23.7M
4
Pzena Investment Management
Pzena Investment Management
New York
-$23.5M
5
Millennium Management
Millennium Management
New York
-$16.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
326
Sutton Wealth Advisors
Florida
$4.92K – – –
BWA
327
Burt Wealth Advisors
Maryland
$4K – – –
MRCM
328
M&R Capital Management
New Jersey
$4K – – –
VCM
329
Versant Capital Management
Arizona
$4K +$317 +24 +8%
VOYA Investment Management
330
VOYA Investment Management
Georgia
$3.16K +$67.7K +5,132 +2%
MFS
331
MSI Financial Services
Massachusetts
$3K – – –
TFO
332
Tarbox Family Office
California
$3K – – –
ASN
333
Advisory Services Network
Georgia
$2K -$3.85K -292 -72%
BAM
334
Brave Asset Management
New Jersey
$2K – – –
DPA
335
Delphi Private Advisors
California
$2K – – –
EFSCE
336
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
SA
337
SRH Advisors
Kansas
$2K – – –
S
338
SignatureFD
Georgia
$2K +$739 +56 +60%
JFA
339
JNBA Financial Advisors
Minnesota
$2K +$1.97K +149 New
EWM
340
Endurance Wealth Management
Rhode Island
$1K – – –
HFM
341
Hartford Financial Management
Connecticut
$1K – – –
PWM
342
Perigon Wealth Management
California
$1K – – –
PHK
343
Point72 Hong Kong
Hong Kong
$1K – – –
TWA
344
TCI Wealth Advisors
Arizona
$1K – – –
NFG
345
Next Financial Group
Texas
$1K +$277 +21 +70%
PIA
346
Piedmont Investment Advisors
North Carolina
$223 – – –
CFA
347
CT Financial Advisors
Pennsylvania
$112 – – –
AI
348
Analytic Investors
California
– -$10.2M -900,383 Closed
AIMCA
349
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$9.19M -809,295 Closed
KCP
350
Kenmare Capital Partners
New York
– -$9.12M -803,270 Closed
12 13
14
15 16

NWSA Hedge Fund Activity: Q3 2016 in Review

365 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in News Corp Class A (NWSA) for Q3 2016, worth a combined $5.02B — up 20% from $4.17B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of NWSA and 38 opened new positions — a net loss of 1 holder — while 132 trimmed existing stakes and 111 added.

The largest buyer was Artisan Partners, opening a new position worth an estimated $159M. The largest seller was Franklin Resources, cutting an estimated $42.1M.

  • 365 institutional investors held News Corp Class A (NWSA) as of Q3 2016, down from 369 in Q2 2016.
  • Funds reported $5.02B of News Corp Class A stock for Q3 2016, up 20% quarter-over-quarter.
  • 38 funds opened new News Corp Class A positions in Q3 2016 and 39 closed out, a net change of -1 holder.
  • The largest News Corp Class A buyer in Q3 2016 was Artisan Partners, an estimated $159M added.
  • The largest News Corp Class A seller in Q3 2016 was Franklin Resources, an estimated $42.1M sold.

Based on aggregated 13F filings for Q3 2016.