New York Times
337 hedge funds and large institutions have $4.85B invested in New York Times in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 111 increasing their positions, 102 reducing their positions, and 31 closing their positions.
104% more call options, than puts
Call options by funds: $10.1M | Put options by funds: $4.97M
103% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 31
10% more capital invested
Capital invested by funds: $4.39B → $4.85B (+$458M)
8% more funds holding
Funds holding: 312 → 337 (+25)
9% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 102
1% less ownership
Funds ownership: 92.35% → 91.35% (-1%)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
+$66.2M |
| 2 |
Millennium Management
New York
|
+$57.8M |
| 3 |
PCM
Parsifal Capital Management
Greenwich,
Connecticut
|
+$33.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$20.3M |
| 5 |
BlackRock
New York
|
+$14.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
Darsana Capital Partners
New York
|
-$107M |
| 2 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$57.3M |
| 3 |
AAM
Ardevora Asset Management
London,
United Kingdom
|
-$41.5M |
| 4 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$29.3M |
| 5 |
SC
Sculptor Capital
New York
|
-$19.7M |
NYT Hedge Fund Activity: Q4 2022 in Review
337 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in New York Times (NYT) for Q4 2022, worth a combined $4.85B — up 10% from $4.39B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new NYT positions and 31 closed out — a net gain of 32 holders — while 111 added to existing stakes and 102 trimmed.
The largest buyer was ValueAct Holdings, adding an estimated $66.2M. The largest seller was Darsana Capital Partners, cutting an estimated $107M.
- 337 institutional investors held New York Times (NYT) as of Q4 2022, up from 312 in Q3 2022.
- Funds reported $4.85B of New York Times stock for Q4 2022, up 10% quarter-over-quarter.
- 63 funds opened new New York Times positions in Q4 2022 and 31 closed out, a net change of +32 holders.
- The largest New York Times buyer in Q4 2022 was ValueAct Holdings, an estimated $66.2M added.
- The largest New York Times seller in Q4 2022 was Darsana Capital Partners, an estimated $107M sold.
Based on aggregated 13F filings for Q4 2022.