Sector rotation

Communication Services

−$1.6B

high-conviction flow OUT · rank #6/11

Across 921 funds with a position change, 484 added / 437 trimmed Communication Services this quarter. 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.

net flow

−$1.6B

breadth

53% adding

changed funds

921

High-conviction filers are buying

12 names · conviction-weighted net flow

SPOTSPOTIFY TECHNOLOGY SA

413↑/149↓

+$10.6B 2

CMCSACOMCAST CORP-CLASS A

CHTRCHARTER COMMUNICATIONS INC-A

TIGOMILLICOM INTL CELLULAR S.A.

134↑/30↓

+$869.9M 8

VSNTVERSANT MEDIA GROUP INC

AMXAMERICA MOVIL SAB DE CV

92↑/26↓

+$617.4M 12

WBDWARNER BROS DISCOVERY INC

271↑/231↓

+$609.5M

High-conviction filers are selling

0 names · conviction-weighted net flow

No notable selling in Communication Services this quarter.

Loading Communication Services buyers

Preparing sourced rows

Loading Communication Services sellers

Preparing sourced rows

Funds driving the rotation

Highest conviction-weighted net flow by fund

Buying in

PRICE T ROWE ASSOCIATES INC /MD/FQS 56

+$5.4B

DODGE & COXFQS 53

+$3.8B

FRANKLIN RESOURCES INCFQS 43

+$1.6B

Nuveen, LLCFQS 57

+$1.5B

BAILLIE GIFFORD & COFQS 51

+$1.4B

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMEFQS 52

+$1.3B

Selling out

No rows

Loading funds driving the rotation

Preparing sourced rows

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.