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Liberty Media Series A
FWONA

237 hedge funds and large institutions have $1.14B invested in Liberty Media Series A in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

3% more funds holding

Funds holding: 229 → 237 (+8)

1.04% more ownership

Funds ownership: 92.28% → 93.32% (+1%)

3% more capital invested

Capital invested by funds: $1.11B → $1.14B (+$34.6M)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

8% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 65

31% less call options, than puts

Call options by funds: $5.28M | Put options by funds: $7.63M

Holders
237
Holders Change
+8
Holders Change %
+3.49%
% of All Funds
3.81%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
34
Increased
60
Reduced
65
Closed
20
Calls
$5.28M
Puts
$7.63M
Net Calls
-$2.36M
Net Calls Change
-$3.5M

Top Buyers

1
JFG
Jefferies Financial Group
New York
+$36M
2
FBCM
Fort Baker Capital Management
California
+$19.1M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$6.8M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$6.45M
5
Millennium Management
Millennium Management
New York
+$6.16M

Top Sellers

1
AA
Ancient Art
Texas
-$32.8M
2
Invesco
Invesco
Georgia
-$16.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.67M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$5.31M
5
Deutsche Bank
Deutsche Bank
Germany
-$4.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
226
CoreCap Advisors
Michigan
$107 +$102 +2 New
KFI
227
Key Financial Inc
Pennsylvania
$53 – – –
NFSG
228
Newbridge Financial Services Group
Florida
$53 – – –
SWM
229
Sugarloaf Wealth Management
Georgia
$53 +$51 +1 New
TWD
230
True Wealth Design
Ohio
$53 +$51 +1 New
SOADOR
231
State of Alaska Department of Revenue
Alaska
– -$1.68M -33,475 Closed
N
232
Natixis
France
– -$919K -18,278 Closed
Jane Street
233
Jane Street
New York
– -$376K -7,398 Closed
CANY
234
Caxton Associates (New York)
New York
– -$281K -5,592 Closed
EGM
235
Engineers Gate Manager
New York
– -$257K -5,104 Closed
NI
236
Noked Israel
Israel
– -$210K -4,178 Closed
VI
237
Versor Investments
New York
– -$208K -4,143 Closed
PHK
238
Point72 Hong Kong
Hong Kong
– -$97K -1,924 Closed
SOW
239
State of Wyoming
Wyoming
– -$88K -1,741 Closed
CP
240
Castleview Partners
Texas
– -$60K -1,192 Closed
HMS
241
Hanseatic Management Services
New Mexico
– -$39K -780 Closed
RTC
242
Riverview Trust Company
Washington
– -$13K -253 Closed
AIP
243
Almanack Investment Partners
Pennsylvania
– -$5K -98 Closed
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
– -$1K -23 Closed
MAM
245
Meeder Asset Management
Ohio
– -$1K -11 Closed
EW
246
Evoke Wealth
California
– -$1K -10 Closed
BTI
247
Blue Trust Inc
Georgia
– +$51 +1 +100%
JMF
248
Johnson Midwest Financial
Iowa
– +$153 +3 New
Jones Financial Companies
249
Jones Financial Companies
Missouri
– +$458 +9 New
6 7 8 9
10

FWONA Hedge Fund Activity: Q4 2022 in Review

237 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Liberty Media Series A (FWONA) for Q4 2022, worth a combined $1.14B — up 3.1% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FWONA positions and 20 closed out — a net gain of 14 holders — while 60 added to existing stakes and 65 trimmed.

The largest buyer was Jefferies Financial Group, opening a new position worth an estimated $36M. The largest seller was Ancient Art, cutting an estimated $32.8M.

  • 237 institutional investors held Liberty Media Series A (FWONA) as of Q4 2022, up from 229 in Q3 2022.
  • Funds reported $1.14B of Liberty Media Series A stock for Q4 2022, up 3.1% quarter-over-quarter.
  • 34 funds opened new Liberty Media Series A positions in Q4 2022 and 20 closed out, a net change of +14 holders.
  • The largest Liberty Media Series A buyer in Q4 2022 was Jefferies Financial Group, an estimated $36M added.
  • The largest Liberty Media Series A seller in Q4 2022 was Ancient Art, an estimated $32.8M sold.

Based on aggregated 13F filings for Q4 2022.