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News Corp Class A

426 hedge funds and large institutions have $6.52B invested in News Corp Class A in 2013 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 136 increasing their positions, 143 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

402% more call options, than puts

Call options by funds: $55.9M | Put options by funds: $11.1M

24% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 58

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

15% more capital invested

Capital invested by funds: $5.65B → $6.52B (+$866M)

2% more funds holding

Funds holding: 417426 (+9)

5% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 143

Holders
426
Holders Change
+9
Holders Change %
+2.16%
% of All Funds
12.37%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.46%
New
72
Increased
136
Reduced
143
Closed
58
Calls
$55.9M
Puts
$11.1M
Net Calls
+$44.7M
Net Calls Change
-$2.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$564M -$2.84M -164,390 -0.5%
State Street
2
State Street
Massachusetts
$352M +$7.91M +458,594 +2%
Pzena Investment Management
3
Pzena Investment Management
New York
$288M +$276M +15,993,890 New
Franklin Resources
4
Franklin Resources
California
$253M +$189M +10,957,028 +358%
BIT
5
BlackRock Institutional Trust
California
$250M -$21.5M -1,247,467 -8%
Dodge & Cox
6
Dodge & Cox
California
$199M -$11.3M -656,562 -6%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$161M +$142M +8,205,300 +1,089%
JHIU
8
Janus Henderson Investors US
Colorado
$139M -$5.41M -313,528 -4%
SAM
9
Southeastern Asset Management
Tennessee
$138M +$101M +5,843,591 +320%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$133M -$7.25M -420,150 -5%
Boston Partners
11
Boston Partners
Massachusetts
$117M +$10.4M +601,570 +10%
AR
12
Advisory Research
Illinois
$116M +$26.9M +1,556,352 +32%
Northern Trust
13
Northern Trust
Illinois
$109M -$581K -33,662 -0.6%
Victory Capital Management
14
Victory Capital Management
Texas
$98.7M -$2.86M -165,807 -3%
Eagle Capital Management (New York)
15
Eagle Capital Management (New York)
New York
$98.1M -$1.74M -101,098 -2%
Norges Bank
16
Norges Bank
Norway
$97.4M
TCM
17
Tiger Consumer Management
New York
$97.1M -$10.9M -632,073 -10%
Capital Research Global Investors
18
Capital Research Global Investors
California
$92.3M -$5.27M -305,136 -6%
BFA
19
BlackRock Fund Advisors
California
$82.5M +$7.9M +458,017 +11%
KCM
20
Kingstown Capital Management
New York
$81.1M +$1.73M +100,000 +2%
GCM
21
Gates Capital Management
New York
$79.4M +$16.4M +950,000 +27%
HCM
22
Highfields Capital Management
Massachusetts
$79.2M
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$73.7M +$23.9M +1,385,761 +51%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$68.5M +$19.7M +1,141,958 +43%
CIM
25
Contrarius Investment Management
Jersey
$65.4M -$3.28M -190,183 -5%

NWSA Hedge Fund Activity: Q4 2013 in Review

426 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in News Corp Class A (NWSA) for Q4 2013, worth a combined $6.52B — up 15% from $5.65B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new NWSA positions and 58 closed out — a net gain of 14 holders — while 136 added to existing stakes and 143 trimmed.

The largest buyer was Pzena Investment Management, opening a new position worth an estimated $276M. The largest seller was Yacktman Asset Management, cutting an estimated $170M.

  • 426 institutional investors held News Corp Class A (NWSA) as of Q4 2013, up from 417 in Q3 2013.
  • Funds reported $6.52B of News Corp Class A stock for Q4 2013, up 15% quarter-over-quarter.
  • 72 funds opened new News Corp Class A positions in Q4 2013 and 58 closed out, a net change of +14 holders.
  • The largest News Corp Class A buyer in Q4 2013 was Pzena Investment Management, an estimated $276M added.
  • The largest News Corp Class A seller in Q4 2013 was Yacktman Asset Management, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2013.