MADISON SQUARE GRDN SPRT COR MSGS
CL A · Common Stock · CUSIP 55825T103 · ISIN US55825T1034
American sports holding company
- SectorConsumer discretionary
- IndustryServices-Miscellaneous Amusement & Recreation
- HeadquartersNew York, NY
- Founded2010
- Websitemsgsports.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($5.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $181.83. Options: 10 managers hold calls ($23.0m notional), 12 hold puts ($51.7m).
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 257 |
| Q4 2022 | 263 |
| Q1 2023 | 273 |
| Q2 2023 | 298 |
| Q3 2023 | 281 |
| Q4 2023 | 294 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 133 | 129 |
| Q1 2023 | 130 | 107 |
| Q2 2023 | 129 | 126 |
| Q3 2023 | 126 | 158 |
| Q4 2023 | 105 | 145 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $89.1m | $32.7m | 0.37 |
| Q2 2023 | $53.5m | $23.6m | 0.44 |
| Q3 2023 | $39.7m | $49.0m | 1.24 |
| Q4 2023 | $23.0m | $51.7m | 2.25 |
Biggest buyers
| MORGAN STANLEY | Added | +335.0k |
| JPMORGAN CHASE & CO | Added | +85.0k |
| VANGUARD GROUP INC | Added | +58.9k |
| DEUTSCHE BANK AG\ | Added | +55.1k |
| MILLENNIUM MANAGEMENT LLC | Added | +47.3k |
| Long Pond Capital, LP | Added | +43.0k |
| Point72 Asset Management, L.P. | New | +31.6k |
| Northern Right Capital Management, L.P. | Added | +31.5k |
| Walleye Capital LLC | Added | +25.8k |
| STATE STREET CORP | Added | +22.6k |
Biggest sellers
| Balyasny Asset Management L.P. | Reduced | -130.2k |
| NORTHERN TRUST CORP | Reduced | -112.3k |
| JANE STREET GROUP, LLC | Sold out | -96.7k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -91.7k |
| Rubric Capital Management LP | Sold out | -83.5k |
| NORGES BANK | Reduced | -74.8k |
| CITADEL ADVISORS LLC | Sold out | -64.6k |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | Reduced | -59.9k |
| TUDOR INVESTMENT CORP ET AL | Sold out | -43.2k |
| Concentric Capital Strategies, LP | Reduced | -42.0k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $9.1m49.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $6.5m35.9k shares |
| Walleye Trading LLC | Added | $1.9m10.4k shares |
| WOLVERINE TRADING, LLC | Added | $1.7m9.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.1m6.0k shares |
| TWO SIGMA SECURITIES, LLC | Reduced | $945.5k5.2k shares |
| Walleye Capital LLC | Reduced | $891.0k4.9k shares |
| PEAK6 Investments LLC | Reduced | $709.1k3.9k shares |
| SUMMIT SECURITIES GROUP LLC | Unchanged | $182.0k1.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $19.0m104.3k shares |
| Caption Management, LLC | Added | $8.3m45.6k shares |
| CITADEL ADVISORS LLC | Reduced | $6.5m35.9k shares |
| D. E. Shaw & Co., Inc. | Added | $5.5m30.0k shares |
| Walleye Capital LLC | Reduced | $3.0m16.7k shares |
| BANK OF MONTREAL /CAN/ | New | $2.6m14.4k shares |
| Walleye Trading LLC | Added | $2.1m11.7k shares |
| WOLVERINE TRADING, LLC | Added | $1.8m10.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.3m7.3k shares |
| PEAK6 Investments LLC | Reduced | $854.6k4.7k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| DOLAN JAMES LAWRENCE 13D · may seek influence no change · filed 2026-03-09 | 13.2% |
DOLAN CHARLES F
13D · may seek influence
filed 2024-12-31
Stated purposeThe disclosure in Item 4 is hereby amended by adding the following to the end thereof: Charles F. Dolan passed away on December 28, 2024. As a result, as described in Exhibit A to Amendment No. 5, each child of Charles F. Dolan has the power to appoint additional or successor Trustees, including himself or herself, and to remove Trustees with respect to the 2009 Family Trust for his or her benefit. Accordingly, James L. Dolan, Thomas C. Dolan, Kathleen M. Dolan, Marianne Dolan Weber and Deborah A. Dolan-Sweeney may each be deemed to beneficially own the shares owned of record by the 2009 Family Trust for his or her benefit (as reflected in Items 7 through 13 of each such person's cover page to this Amendment No. 6). Each of them disclaims beneficial ownership of the shares of Class A Comm… Full filing |
12.6% |
| BlackRock, Inc. 13G · institution +0.6 pts · filed 2026-01-08 | 10.0% |
| T. Rowe Price Investment Management, Inc. 13G · institution new · filed 2026-08-14 | 5.6% |
Fell to 5% or below in the last year: GAMCO INVESTORS, INC. ET AL (2.6%, 2026-08-14), VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q4 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2022 | 1 | $996.0k | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 1 | $65.0k | — |
| Q2 2023 | 0 | — | 1 | $79.7k | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
None reported in Q4 2023.
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 2.1m $382.5m | Added +3.7k |
| VANGUARD GROUP INC 0.01% of their portfolio | 1.9m $350.4m | Added +58.9k |
| Silver Lake Group, L.L.C. 3.90% of their portfolio | 1.9m $345.5m | Unchanged |
| ARIEL INVESTMENTS, LLC 1.71% of their portfolio | 947.0k $172.2m | Added +91 |
| Clearbridge Investments, LLC 0.12% of their portfolio | 763.6k $138.8m | Reduced -1.5k |
| MORGAN STANLEY 0.01% of their portfolio | 671.4k $122.1m | Added +335.0k |
| GATES FOUNDATION TRUST 0.25% of their portfolio | 592.4k $107.7m | Unchanged |
| GAMCO INVESTORS, INC. ET AL 1.11% of their portfolio | 573.0k $104.2m | Added +4.0k |
| STATE STREET CORP 0.00% of their portfolio | 541.7k $98.5m | Added +22.6k |
| GABELLI FUNDS LLC 0.58% of their portfolio | 410.9k $74.7m | Added +495 |
| Greenhouse Funds LLLP 4.18% of their portfolio | 337.7k $61.4m | Added +6.7k |
| Kohlberg Kravis Roberts & Co. L.P. 1.64% of their portfolio | 305.1k $55.5m | Unchanged |
| SHAPIRO CAPITAL MANAGEMENT LLC 1.38% of their portfolio | 274.6k $49.9m | Reduced -2.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 258.2k $47.0m | Added +7.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio | 226.5k $41.2m | Reduced -12.7k |
| BAMCO INC /NY/ 0.11% of their portfolio | 225.0k $40.9m | Unchanged |
| Clearline Capital LP 4.22% of their portfolio | 207.6k $37.8m | Unchanged |
| NORGES BANK 0.01% of their portfolio | 192.5k $35.0m | Reduced -74.8k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 171.9k $31.2m | Added +14.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 165.3k $30.0m | Added +85.0k |
| Sea Cliff Partners Management, LP 9.58% of their portfolio | 135.2k $24.6m | First filing |
| Long Pond Capital, LP 1.97% of their portfolio | 134.8k $24.5m | Added +43.0k |
| PINNACLE ASSOCIATES LTD 0.41% of their portfolio | 132.8k $24.1m | Added +1.2k |
| DENDUR CAPITAL LP 3.63% of their portfolio | 131.5k $23.9m | Added +5.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 122.0k $22.2m | Reduced -15.6k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.65% of their portfolio | 120.6k $21.9m | Added +3.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 114.7k $20.9m | Reduced -112.3k |
| GILDER GAGNON HOWE & CO LLC 0.25% of their portfolio | 100.3k $18.2m | Reduced -16.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 99.4k $18.1m | Added +4.9k |
| California Public Employees Retirement System 0.01% of their portfolio | 96.0k $17.5m | Reduced -962 |
| Northern Right Capital Management, L.P. 6.67% of their portfolio | 91.3k $16.6m | Added +31.5k |
| PUTNAM INVESTMENTS LLC 0.02% of their portfolio | 89.4k $16.2m | Added +10.1k |
| Incline Global Management LLC 5.09% of their portfolio | 88.9k $16.2m | Added +18.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 86.0k $15.6m | Reduced -2.7k |
| SHELTON CAPITAL MANAGEMENT 0.46% of their portfolio | 79.9k $14.5m | Unchanged |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 71.7k $13.0m | Added +55.1k |
| NOMURA HOLDINGS INC 0.12% of their portfolio | 71.1k $12.9m | Reduced -10.2k |
| Invesco Ltd. 0.00% of their portfolio | 68.6k $12.5m | Reduced -4.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 67.3k $12.2m | Reduced -1.4k |
| Concentric Capital Strategies, LP 1.54% of their portfolio | 65.4k $11.9m | Reduced -42.0k |
| Honeycomb Asset Management LP 2.78% of their portfolio | 63.1k $11.5m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 58.2k $10.6m | Added +47.3k |
| Walleye Capital LLC 0.14% of their portfolio | 55.0k $10.0m | Added +25.8k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 53.8k $9.8m | Added +3.8k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 53.2k $9.7m | Reduced -8.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 51.9k $9.4m | Reduced -3.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 49.0k $8.9m | Added +4.1k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 48.8k $8.9m | Reduced -1.3k |
| Legal & General Group Plc 0.00% of their portfolio | 45.0k $8.2m | Reduced -453 |
| Teca Partners, LP 6.09% of their portfolio | 44.6k $8.1m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 44.4k $8.1m | Added +366 |
| Connor, Clark & Lunn Investment Management Ltd. 0.04% of their portfolio | 42.4k $7.7m | Reduced -7.0k |
| River Road Asset Management, LLC 0.09% of their portfolio | 35.0k $6.4m | Reduced -851 |
| LGT CAPITAL PARTNERS LTD. 0.19% of their portfolio | 35.0k $6.4m | Added +7.5k |
| Public Sector Pension Investment Board 0.05% of their portfolio | 34.6k $6.3m | Added +14.1k |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.12% of their portfolio | 31.8k $5.8m | Reduced -821 |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 31.6k $5.7m | New |
| Swiss National Bank 0.00% of their portfolio | 30.5k $5.6m | Reduced -3.5k |
| Squarepoint Ops LLC 0.02% of their portfolio | 29.5k $5.4m | Added +16.4k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 29.1k $5.3m | Added +4.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 28.4k $5.2m | Reduced -2.3k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 27.0k $4.9m | Reduced -32.5k |
| Price Jennifer C. 3.20% of their portfolio | 26.5k $4.8m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 25.2k $4.6m | Unchanged |
| PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 0.85% of their portfolio | 23.0k $4.2m | Reduced -1.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 22.4k $4.1m | Reduced -1.1k |
| BOYAR ASSET MANAGEMENT INC. 2.91% of their portfolio | 21.3k $3.9m | Reduced -1.5k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 21.1k $3.8m | Unchanged |
| Caption Management, LLC 0.41% of their portfolio | 20.9k $3.8m | Added +8.5k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 20.8k $3.8m | Added +424 |
| COOPERMAN LEON G 0.17% of their portfolio | 20.0k $3.6m | Unchanged |
| HighTower Advisors, LLC 0.01% of their portfolio | 19.8k $3.6m | Added +1.2k |
| Lafayette Investments, Inc. 0.88% of their portfolio | 19.4k $3.5m | Reduced -650 |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 18.9k $3.4m | Reduced -153 |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 18.7k $3.4m | Reduced -15.2k |
| MYDA Advisors LLC 1.40% of their portfolio | 18.0k $3.3m | Reduced -2.2k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 18.0k $3.3m | Reduced -130.2k |
| STEINBERG ASSET MANAGEMENT LLC 2.75% of their portfolio | 17.2k $3.1m | Added +2.8k |
| Engineers Gate Manager LP 0.09% of their portfolio | 16.9k $3.1m | Reduced -2.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 16.9k $3.1m | Reduced -948 |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 16.8k $3.1m | Reduced -91.7k |
| AGF MANAGEMENT LTD 0.02% of their portfolio | 16.5k $3.0m | Reduced -903 |
| AQR Arbitrage LLC 0.12% of their portfolio | 16.3k $3.0m | New |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 16.2k $2.9m | Reduced -8.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 15.7k $2.9m | Added +1.2k |
| MHR FUND MANAGEMENT LLC 0.30% of their portfolio | 15.0k $2.7m | Unchanged |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 14.9k $2.7m | Reduced -364 |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 14.8k $2.7m | Added +1.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 14.4k $2.6m | Reduced -2.5k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.02% of their portfolio | 14.4k $2.6m | Added +273 |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 14.1k $2.6m | Reduced -131 |
| Amundi 0.00% of their portfolio | 13.8k $2.5m | Added +10.6k |
| EagleClaw Capital Managment, LLC 0.52% of their portfolio | 13.7k $2.5m | Reduced -350 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 13.3k $2.4m | Added +131 |
| Poehling Capital Management, INC. 0.76% of their portfolio | 13.2k $2.4m | Reduced -142 |
| State of Alaska, Department of Revenue 0.03% of their portfolio | 12.8k $2.3m | Reduced -102 |
| Alberta Investment Management Corp 0.02% of their portfolio | 12.7k $2.3m | Unchanged |
| Bleakley Financial Group, LLC 0.07% of their portfolio | 12.7k $2.3m | Reduced -409 |
| Susquehanna Portfolio Strategies, LLC 0.04% of their portfolio | 12.7k $2.3m | First filing |
| Simplicity Solutions, LLC 0.06% of their portfolio | 12.7k $2.3m | Reduced -416 |