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New York Times

356 hedge funds and large institutions have $7.85B invested in New York Times in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 129 increasing their positions, 123 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

5% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 123

4% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 45

0% less funds holding

Funds holding: 357356 (-1)

3.45% less ownership

Funds ownership: 96.54%93.09% (-3.5%)

5% less capital invested

Capital invested by funds: $8.31B → $7.85B (-$454M)

16% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $22.6M

Holders
356
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
6.25%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.32%
New
47
Increased
129
Reduced
123
Closed
45
Calls
$18.9M
Puts
$22.6M
Net Calls
-$3.68M
Net Calls Change
+$33M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$680M -$11.5M -228,574 -2%
BlackRock
2
BlackRock
New York
$663M +$25.7M +512,663 +4%
JSP
3
Jackson Square Partners
California
$515M +$87.2M +1,736,918 +21%
Capital World Investors
4
Capital World Investors
California
$507M -$1.53M -30,506 -0.3%
DCP
5
Darsana Capital Partners
New York
$506M
Artisan Partners
6
Artisan Partners
Wisconsin
$423M -$9.98M -198,839 -2%
SC
7
Sculptor Capital
New York
$249M +$83.7M +1,667,078 +51%
Capital Research Global Investors
8
Capital Research Global Investors
California
$207M +$13.8K +275 +0%
ROIC
9
Route One Investment Company
California
$196M
Renaissance Technologies
10
Renaissance Technologies
New York
$190M -$28.4M -565,500 -13%
State Street
11
State Street
Massachusetts
$178M +$198K +3,949 +0.1%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$170M -$20.3M -404,157 -11%
GGHC
13
Gilder Gagnon Howe & Co
New York
$137M -$4.08M -81,355 -3%
SEP
14
Soma Equity Partners
California
$127M -$62.7M -1,250,000 -33%
DCP
15
D1 Capital Partners
New York
$124M -$198M -3,947,037 -62%
FCM
16
Farallon Capital Management
California
$120M -$209M -4,165,707 -64%
JP Morgan Chase
17
JP Morgan Chase
New York
$109M -$8.07M -160,828 -7%
ACM
18
Alua Capital Management
New York
$108M +$107M +2,131,253 New
SP
19
Stockbridge Partners
Massachusetts
$103M +$86.8M +1,729,433 +578%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$102M +$12.5M +248,418 +14%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$86.2M -$1.7M -33,898 -2%
SEI Investments
22
SEI Investments
Pennsylvania
$78.9M +$18.2M +362,811 +30%
SRFM
23
Shannon River Fund Management
New York
$78.8M +$2.82M +56,161 +4%
SPC
24
Slate Path Capital
New York
$77.3M -$118M -2,352,000 -61%
Northern Trust
25
Northern Trust
Illinois
$75.8M +$4.74M +94,501 +7%

NYT Hedge Fund Activity: Q1 2021 in Review

356 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in New York Times (NYT) for Q1 2021, worth a combined $7.85B — down 5.5% from $8.31B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new NYT positions and 45 closed out — a net gain of 2 holders — while 129 added to existing stakes and 123 trimmed.

The largest buyer was Alua Capital Management, opening a new position worth an estimated $107M. The largest seller was Farallon Capital Management, cutting an estimated $209M.

  • 356 institutional investors held New York Times (NYT) as of Q1 2021, down from 357 in Q4 2020.
  • Funds reported $7.85B of New York Times stock for Q1 2021, down 5.5% quarter-over-quarter.
  • 47 funds opened new New York Times positions in Q1 2021 and 45 closed out, a net change of +2 holders.
  • The largest New York Times buyer in Q1 2021 was Alua Capital Management, an estimated $107M added.
  • The largest New York Times seller in Q1 2021 was Farallon Capital Management, an estimated $209M sold.

Based on aggregated 13F filings for Q1 2021.