New York Times
201 hedge funds and large institutions have $2.19B invested in New York Times in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 54 reducing their positions, and 19 closing their positions.
47% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 19
41% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 54
17% more capital invested
Capital invested by funds: $1.87B → $2.19B (+$319M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
4% more funds holding
Funds holding: 194 → 201 (+7)
3.58% more ownership
Funds ownership: 65.69% → 69.27% (+3.6%)
72% less call options, than puts
Call options by funds: $2.33M | Put options by funds: $8.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
Darsana Capital Partners
New York
|
+$91.7M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$35.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$29.6M |
| 4 |
EA
Echinus Advisors
New York
|
+$19.5M |
| 5 |
ICP
Indus Capital Partners
New York
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCG
JHL Capital Group
Chicago,
Illinois
|
-$61.4M |
| 2 |
HVCM
HG Vora Capital Management
New York
|
-$22.1M |
| 3 |
FC
Fairpointe Capital
Chicago,
Illinois
|
-$19.8M |
| 4 |
Renaissance Technologies
New York
|
-$11.3M |
| 5 |
CIM
Contrarius Investment Management
St. Helier,
Jersey
|
-$8.82M |
NYT Hedge Fund Activity: Q3 2017 in Review
201 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in New York Times (NYT) for Q3 2017, worth a combined $2.19B — up 17% from $1.87B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new NYT positions and 19 closed out — a net gain of 9 holders — while 76 added to existing stakes and 54 trimmed.
The largest buyer was Darsana Capital Partners, adding an estimated $91.7M. The largest seller was JHL Capital Group, cutting an estimated $61.4M.
- 201 institutional investors held New York Times (NYT) as of Q3 2017, up from 194 in Q2 2017.
- Funds reported $2.19B of New York Times stock for Q3 2017, up 17% quarter-over-quarter.
- 28 funds opened new New York Times positions in Q3 2017 and 19 closed out, a net change of +9 holders.
- The largest New York Times buyer in Q3 2017 was Darsana Capital Partners, an estimated $91.7M added.
- The largest New York Times seller in Q3 2017 was JHL Capital Group, an estimated $61.4M sold.
Based on aggregated 13F filings for Q3 2017.