New York Times
243 hedge funds and large institutions have $3.89B invested in New York Times in 2018 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 69 reducing their positions, and 27 closing their positions.
238% more call options, than puts
Call options by funds: $23.5M | Put options by funds: $6.95M
33% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 27
23% more capital invested
Capital invested by funds: $3.17B → $3.89B (+$719M)
20% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 69
11.24% more ownership
Funds ownership: 80.29% → 91.53% (+11%)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
3% more funds holding
Funds holding: 236 → 243 (+7)
Top Buyers
| 1 |
SC
Sculptor Capital
New York
|
+$138M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$104M |
| 3 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$95.3M |
| 4 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$78.4M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$71.3M |
Top Sellers
| 1 |
CIM
Contrarius Investment Management
St. Helier,
Jersey
|
-$63.4M |
| 2 |
FC
Fairpointe Capital
Chicago,
Illinois
|
-$43.3M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$19.5M |
| 4 |
EAM
EastBay Asset Management
New York
|
-$18.6M |
| 5 |
TA
Teachers Advisors
New York
|
-$15.8M |
NYT Hedge Fund Activity: Q2 2018 in Review
243 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in New York Times (NYT) for Q2 2018, worth a combined $3.89B — up 23% from $3.17B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new NYT positions and 27 closed out — a net gain of 9 holders — while 83 added to existing stakes and 69 trimmed.
The largest buyer was Sculptor Capital, opening a new position worth an estimated $138M. The largest seller was Contrarius Investment Management, exiting entirely with an estimated $63.4M sold.
- 243 institutional investors held New York Times (NYT) as of Q2 2018, up from 236 in Q1 2018.
- Funds reported $3.89B of New York Times stock for Q2 2018, up 23% quarter-over-quarter.
- 36 funds opened new New York Times positions in Q2 2018 and 27 closed out, a net change of +9 holders.
- The largest New York Times buyer in Q2 2018 was Sculptor Capital, an estimated $138M added.
- The largest New York Times seller in Q2 2018 was Contrarius Investment Management, an estimated $63.4M sold.
Based on aggregated 13F filings for Q2 2018.