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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
Brown Advisory
101
Brown Advisory
Maryland
$448K -$242 -4 -0.1%
II
102
Inspire Investing
Idaho
$437K -$15.1K -250 -3%
LPL Financial
103
LPL Financial
California
$418K -$10.1K -167 -2%
SEI Investments
104
SEI Investments
Pennsylvania
$412K -$25.1K -416 -6%
Sumitomo Mitsui Trust Group
105
Sumitomo Mitsui Trust Group
Japan
$409K
OFA
106
Oak Family Advisors
Illinois
$394K -$108K -1,787 -21%
IMRF
107
Illinois Municipal Retirement Fund
Illinois
$391K -$726K -12,017 -64%
IWC
108
Integrated Wealth Concepts
Massachusetts
$347K -$1.75K -29 -0.5%
Victory Capital Management
109
Victory Capital Management
Texas
$346K -$2.48K -41 -0.7%
GCM
110
Gallacher Capital Management
Colorado
$344K -$67.9K -1,125 -16%
AC
111
Aristides Capital
Kentucky
$344K
VI
112
Versor Investments
New York
$335K +$91K +1,507 +36%
AIM
113
Athena Investment Management
California
$321K
WSTAM
114
Wilbanks Smith & Thomas Asset Management
Virginia
$308K
BMO
115
Beck Mack & Oliver
New York
$300K +$309K +5,109 New
CCAL
116
City Center Advisors LLC
Michigan
$300K +$308K +5,103 New
CIBC World Market
117
CIBC World Market
Ontario, Canada
$287K +$60K +994 +25%
Ameriprise
118
Ameriprise
Minnesota
$269K +$1.75K +29 +0.6%
Creative Planning
119
Creative Planning
Kansas
$267K +$274K +4,545 New
AA
120
Aire Advisors
California
$266K +$273K +4,524 New
RHDIC
121
R.H. Dinel Investment Counsel
California
$263K
MS
122
Maven Securities
Jersey
$235K +$242K +4,000 New
PCA
123
Private Capital Advisors
Connecticut
$224K +$230K +3,814 New
HSBC Holdings
124
HSBC Holdings
United Kingdom
$217K +$223K +3,699 New
Citigroup
125
Citigroup
New York
$210K +$1.51K +25 +0.7%

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.