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Liberty Media Series A

203 hedge funds and large institutions have $697M invested in Liberty Media Series A in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

19% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 53

2.32% more ownership

Funds ownership: 94.84%97.16% (+2.3%)

2% less funds holding

Funds holding: 208203 (-5)

8% less capital invested

Capital invested by funds: $762M → $697M (-$64.7M)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

100% less call options, than puts

Call options by funds: $1K | Put options by funds: $415K

Holders
203
Holders Change
-5
Holders Change %
-2.4%
% of All Funds
4.65%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
27
Increased
63
Reduced
53
Closed
31
Calls
$1K
Puts
$415K
Net Calls
-$414K
Net Calls Change
-$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
126
Ladenburg Thalmann Financial Services
Florida
$19K +$686 +22 +3%
AIG
127
American International Group
New York
$15K
GAM
128
Gemmer Asset Management
California
$14K -$29.9K -961 -76%
AG
129
Advisor Group
Arizona
$14K -$9.1K -292 -36%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$14K
EA
131
Edge Advisors
Georgia
$14K
US Bancorp
132
US Bancorp
Minnesota
$13K -$46.3K -1,486 -76%
SQA
133
Simon Quick Advisors
New Jersey
$13K +$7.45K +239 +100%
MYIA
134
Mount Yale Investment Advisors
Colorado
$10K +$11.4K +367 New
RWA
135
Ropes Wealth Advisors
Massachusetts
$9K
IIC
136
Integrated Investment Consultants
Michigan
$9K +$10.4K +333 New
LWCFA
137
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K -$31.4K -1,008 -79%
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$7K +$8.26K +265 New
CPIG
139
Chicago Partners Investment Group
Illinois
$6K
DAM
140
Delta Asset Management
Tennessee
$6K
FMII
141
Farmers & Merchants Investments Inc
Nebraska
$6K
MRCM
142
M&R Capital Management
New Jersey
$6K
SWP
143
Stratos Wealth Partners
Ohio
$5K -$561 -18 -9%
SBL
144
Sargent Bickham Lagudis
Colorado
$5K
SEI Investments
145
SEI Investments
Pennsylvania
$5K +$187 +6 +4%
IA
146
IFP Advisors
Florida
$4K
PCP
147
Proficio Capital Partners
Massachusetts
$4K +$405 +13 +10%
ASN
148
Advisory Services Network
Georgia
$3K -$623 -20 -15%
GRP
149
Global Retirement Partners
California
$3K +$93 +3 +3%
VFA
150
Valeo Financial Advisors
Indiana
$3K +$810 +26 +38%