Sector rotation

Communication Services

+$470M

smart money rotating IN · rank #6/11

Across 860 funds with a position change, 464 added / 396 trimmed Communication Services this quarter (conviction-weighted). The names and managers driving it are below.

Quarter ended 2026-03-31SEC EDGAR 13F · 2026-03-31

⏱ 13F holdings are filed up to 45 days after quarter-end; positions are as of 2026-03-31 and were broadly public by ~2026-05-15. This is where money WAS, not where it is now.

Smart money is BUYING

6 names · conviction-weighted net flow

NYTNEW YORK TIMES CO-A

FWONKLIBERTY MEDIA CORP-FORMULA-C

108↑/82↓

+$473M 4

MSIMOTOROLA SOLUTIONS INC

227↑/178↓

+$397M 5

VSNTVERSANT MEDIA GROUP INC

161↑/4↓

+$347M 6

SPOTSPOTIFY TECHNOLOGY SA

216↑/172↓

+$172M

Smart money is SELLING

6 names · conviction-weighted net flow

CHTRCHARTER COMMUNICATIONS INC-A

108↑/110↓

−$351M 5

LITELUMENTUM HOLDINGS INC

Funds driving the rotation

Highest conviction-weighted net flow into / out of this sector — click through to the fund's book

Buying in

STATE STREET CORPFQS 27

+$507M

WT Asset Management LtdFQS 61

+$399M

EAGLE CAPITAL MANAGEMENT LLCFQS 75

+$342M

Linonia Partnership LPFQS 96

+$281M

Selling out

COATUE MANAGEMENT LLCFQS 72

−$542M

Situational Awareness LPFQS 96

−$461M

Sachem Head Capital Management LPFQS 83

−$406M

Sessa Capital IM, L.P.FQS 87

−$325M

Your agent can pull this. Same sector rotation, sourced and caveated, via MCP or REST.

{ }capital_rotation · API & MCP

Capital Rotation reports where institutional capital DISCLOSED rotating, as of the latest public SEC 13F filings. It is DATA, NOT investment advice, a recommendation, or a prediction. Filings lag ~45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.