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News Corp Class A

417 hedge funds and large institutions have $5.65B invested in News Corp Class A in 2013 Q3 according to their latest regulatory filings, with 394 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,363% more first-time investments, than exits

New positions opened: 394 | Existing positions closed: 16

943% more funds holding

Funds holding: 40417 (+377)

371% more call options, than puts

Call options by funds: $59.9M | Put options by funds: $12.7M

225% more funds holding in top 10

Funds holding in top 10: 413 (+9)

104% more capital invested

Capital invested by funds: $2.78B → $5.65B (+$2.88B)

56% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 16

Holders
417
Holders Change
+377
Holders Change %
+942.5%
% of All Funds
13.52%
Holding in Top 10
13
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+225%
% of All Funds
0.42%
New
394
Increased
7
Reduced
16
Closed
16
Calls
$59.9M
Puts
$12.7M
Net Calls
+$47.2M
Net Calls Change
+$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$505M +$502M +31,439,561 New
State Street
2
State Street
Massachusetts
$306M +$305M +19,075,767 New
BIT
3
BlackRock Institutional Trust
California
$242M +$241M +15,098,331 New
YAM
4
Yacktman Asset Management
Texas
$198M -$957M -59,935,946 -83%
Dodge & Cox
5
Dodge & Cox
California
$188M +$187M +11,681,529 New
JP
6
Jana Partners
New York
$137M +$137M +8,550,834 New
Fidelity Investments
7
Fidelity Investments
Massachusetts
$136M +$135M +8,456,307 New
JHIU
8
Janus Henderson Investors US
Colorado
$129M +$129M +8,049,472 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$126M +$125M +7,818,258 New
Northern Trust
10
Northern Trust
Illinois
$97.9M +$97.3M +6,094,471 New
TCM
11
Tiger Consumer Management
New York
$96.7M +$96.2M +6,021,252 New
Boston Partners
12
Boston Partners
Massachusetts
$94.6M +$94.1M +5,888,512 New
Citigroup
13
Citigroup
New York
$94.3M +$93.7M +5,868,720 New
Victory Capital Management
14
Victory Capital Management
Texas
$90.7M +$90.2M +5,649,056 New
Eagle Capital Management (New York)
15
Eagle Capital Management (New York)
New York
$89M +$88.5M +5,543,479 New
Capital Research Global Investors
16
Capital Research Global Investors
California
$87.1M +$86.7M +5,425,840 New
Norges Bank
17
Norges Bank
Norway
$86.8M +$86.3M +5,405,325 New
AR
18
Advisory Research
Illinois
$78.7M +$26.1M +1,635,487 +50%
KCM
19
Kingstown Capital Management
New York
$70.7M +$70.3M +4,400,000 New
HCM
20
Highfields Capital Management
Massachusetts
$70.6M +$70.2M +4,393,573 New
Goldman Sachs
21
Goldman Sachs
New York
$67.3M +$67M +4,193,112 New
BFA
22
BlackRock Fund Advisors
California
$66.2M +$65.8M +4,119,515 New
BG
23
BlackRock Group
United Kingdom
$65.5M +$65.2M +4,081,370 New
CIM
24
Contrarius Investment Management
Jersey
$61.3M +$61M +3,819,665 New
Capital World Investors
25
Capital World Investors
California
$56.2M +$55.9M +3,500,000 New

NWSA Hedge Fund Activity: Q3 2013 in Review

417 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in News Corp Class A (NWSA) for Q3 2013, worth a combined $5.65B — up 104% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 394 funds opened new NWSA positions and 16 closed out — a net gain of 378 holders — while 7 added to existing stakes and 16 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $502M. The largest seller was Yacktman Asset Management, cutting an estimated $957M.

  • 417 institutional investors held News Corp Class A (NWSA) as of Q3 2013, up from 40 in Q2 2013.
  • Funds reported $5.65B of News Corp Class A stock for Q3 2013, up 104% quarter-over-quarter.
  • 394 funds opened new News Corp Class A positions in Q3 2013 and 16 closed out, a net change of +378 holders.
  • The largest News Corp Class A buyer in Q3 2013 was Vanguard Group, an estimated $502M added.
  • The largest News Corp Class A seller in Q3 2013 was Yacktman Asset Management, an estimated $957M sold.

Based on aggregated 13F filings for Q3 2013.