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Liberty Media Series A

229 hedge funds and large institutions have $1.18B invested in Liberty Media Series A in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $4.88M | Put options by funds: $3.08M

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

13% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 63

3% more funds holding

Funds holding: 222229 (+7)

1% more capital invested

Capital invested by funds: $1.17B → $1.18B (+$5.93M)

0.67% less ownership

Funds ownership: 84.31%83.64% (-0.67%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
229
Holders Change
+7
Holders Change %
+3.15%
% of All Funds
3.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
31
Increased
71
Reduced
63
Closed
23
Calls
$4.88M
Puts
$3.08M
Net Calls
+$1.81M
Net Calls Change
-$9.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$2.77M +$2.73M +45,216 +4,490%
ACH
52
ArrowMark Colorado Holdings
Colorado
$2.39M
HF
53
HRT Financial
New York
$2.29M +$2.35M +38,971 New
LKIM
54
Lawson Kroeker Investment Management
Nebraska
$2.22M -$131K -2,171 -5%
Allspring Global Investments
55
Allspring Global Investments
North Carolina
$2.18M
HP
56
Hosking Partners
United Kingdom
$2.16M -$7.37K -122 -0.3%
Barclays
57
Barclays
United Kingdom
$2.15M -$4.13M -68,310 -65%
KCM
58
Kornitzer Capital Management
Kansas
$2.15M +$344K +5,700 +18%
Deutsche Bank
59
Deutsche Bank
Germany
$2.14M +$423 +7 +0%
CS
60
Candriam SCA
Luxembourg
$2.09M -$866K -14,334 -29%
RC
61
Roundview Capital
New Jersey
$2.01M
TCA
62
Troluce Capital Advisors
Puerto Rico
$1.98M +$193K +3,204 +10%
FFA
63
First Foundation Advisors
California
$1.93M -$197K -3,259 -9%
CI
64
Cooper Investors
Australia
$1.93M +$1.98M +32,800 New
MI
65
Mango Investments
Colorado
$1.83M
Wells Fargo
66
Wells Fargo
California
$1.8M -$30.9K -511 -2%
NPT
67
National Philanthropic Trust
Pennsylvania
$1.79M
RJFSA
68
Raymond James Financial Services Advisors
Florida
$1.74M +$1.79M +29,693 New
Amundi
69
Amundi
France
$1.72M +$103K +1,702 +6%
SO
70
STRS Ohio
Ohio
$1.54M -$538K -8,912 -25%
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$1.48M +$46K +762 +3%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$1.45M -$187K -3,089 -11%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$1.34M +$24.6K +408 +2%
WIM
74
Wittenberg Investment Management
Massachusetts
$1.26M -$242K -4,010 -16%
Jane Street
75
Jane Street
New York
$1.24M +$677K +11,215 +114%

FWONA Hedge Fund Activity: Q1 2024 in Review

229 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Liberty Media Series A (FWONA) for Q1 2024, worth a combined $1.18B — up 0.51% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FWONA positions and 23 closed out — a net gain of 8 holders — while 71 added to existing stakes and 63 trimmed.

The largest buyer was Mirabella Financial Services, opening a new position worth an estimated $16.9M. The largest seller was Vanguard Group, cutting an estimated $28.6M.

  • 229 institutional investors held Liberty Media Series A (FWONA) as of Q1 2024, up from 222 in Q4 2023.
  • Funds reported $1.18B of Liberty Media Series A stock for Q1 2024, up 0.51% quarter-over-quarter.
  • 31 funds opened new Liberty Media Series A positions in Q1 2024 and 23 closed out, a net change of +8 holders.
  • The largest Liberty Media Series A buyer in Q1 2024 was Mirabella Financial Services, an estimated $16.9M added.
  • The largest Liberty Media Series A seller in Q1 2024 was Vanguard Group, an estimated $28.6M sold.

Based on aggregated 13F filings for Q1 2024.