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Liberty Media Series A
FWONA

240 hedge funds and large institutions have $1.38B invested in Liberty Media Series A in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

31% more call options, than puts

Call options by funds: $8.88M | Put options by funds: $6.76M

21% more capital invested

Capital invested by funds: $1.14B → $1.38B (+$238M)

1% more funds holding

Funds holding: 237 → 240 (+3)

4.18% less ownership

Funds ownership: 93.32% → 89.14% (-4.2%)

14% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 69

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
240
Holders Change
+3
Holders Change %
+1.27%
% of All Funds
3.82%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
34
Increased
59
Reduced
69
Closed
24
Calls
$8.88M
Puts
$6.76M
Net Calls
+$2.12M
Net Calls Change
+$4.48M

Top Buyers

1
FBCM
Fort Baker Capital Management
California
+$13M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$11.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.8M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$3.53M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
+$3.44M

Top Sellers

1
AA
Ancient Art
Texas
-$25.2M
2
JP Morgan Chase
JP Morgan Chase
New York
-$15.3M
3
Wells Fargo
Wells Fargo
California
-$11M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.1M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$7.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
Treasurer of the State of North Carolina
101
Treasurer of the State of North Carolina
North Carolina
$620K +$4.4K +73 +0.8%
VIA
102
Virtus Investment Advisers
Connecticut
$589K -$18.9K -313 -3%
AllianceBernstein
103
AllianceBernstein
Tennessee
$579K -$11.3K -188 -2%
LPL Financial
104
LPL Financial
California
$577K -$6.27K -104 -1%
Nomura Holdings
105
Nomura Holdings
Japan
$540K +$504K +8,356 New
OFA
106
Oak Family Advisors
Illinois
$522K -$75.4K -1,252 -13%
JMPWA
107
JP Morgan Private Wealth Advisors
California
$521K +$5.24K +87 +1%
Brown Advisory
108
Brown Advisory
Maryland
$503K -$31.3K -519 -6%
VF
109
Virtu Financial
New York
$501K +$467K +7,748 New
Allspring Global Investments
110
Allspring Global Investments
North Carolina
$453K – – –
Squarepoint
111
Squarepoint
New York
$447K +$417K +6,923 New
Allianz Asset Management
112
Allianz Asset Management
Germany
$438K -$88.8K -1,473 -18%
II
113
Inspire Investing
Idaho
$420K -$52.4K -870 -12%
GCM
114
Graham Capital Management
Connecticut
$412K +$384K +6,373 New
AC
115
Aristides Capital
Kentucky
$395K – – –
IWC
116
Integrated Wealth Concepts
Massachusetts
$394K +$367K +6,089 New
AIM
117
Athena Investment Management
California
$371K -$23.6K -391 -6%
XT
118
XTX Topco
Cayman Islands
$357K +$333K +5,518 New
AA
119
Aire Advisors
California
$348K – – –
Truist Financial
120
Truist Financial
North Carolina
$345K +$2.05K +34 +0.6%
CSS
121
Cubist Systematic Strategies
Connecticut
$332K +$24.2K +401 +8%
PI
122
PFS Investments
Georgia
$319K +$844 +14 +0.3%
Stifel Financial
123
Stifel Financial
Missouri
$304K +$31.8K +527 +13%
RHDIC
124
R.H. Dinel Investment Counsel
California
$302K – – –
Barclays
125
Barclays
United Kingdom
$297K -$112K -1,852 -29%
3 4
5
6 7

FWONA Hedge Fund Activity: Q1 2023 in Review

240 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Liberty Media Series A (FWONA) for Q1 2023, worth a combined $1.38B — up 21% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FWONA positions and 24 closed out — a net gain of 10 holders — while 59 added to existing stakes and 69 trimmed.

The largest buyer was Fort Baker Capital Management, adding an estimated $13M. The largest seller was Ancient Art, cutting an estimated $25.2M.

  • 240 institutional investors held Liberty Media Series A (FWONA) as of Q1 2023, up from 237 in Q4 2022.
  • Funds reported $1.38B of Liberty Media Series A stock for Q1 2023, up 21% quarter-over-quarter.
  • 34 funds opened new Liberty Media Series A positions in Q1 2023 and 24 closed out, a net change of +10 holders.
  • The largest Liberty Media Series A buyer in Q1 2023 was Fort Baker Capital Management, an estimated $13M added.
  • The largest Liberty Media Series A seller in Q1 2023 was Ancient Art, an estimated $25.2M sold.

Based on aggregated 13F filings for Q1 2023.