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Liberty Media Series A

223 hedge funds and large institutions have $1.29B invested in Liberty Media Series A in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 48 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 19

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

24% more capital invested

Capital invested by funds: $1.04B → $1.29B (+$247M)

10% more funds holding

Funds holding: 203223 (+20)

2.74% more ownership

Funds ownership: 89.43%92.17% (+2.7%)

16% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $1.43M

35% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 74

Holders
223
Holders Change
+20
Holders Change %
+9.85%
% of All Funds
3.43%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
43
Increased
48
Reduced
74
Closed
19
Calls
$1.19M
Puts
$1.43M
Net Calls
-$232K
Net Calls Change
+$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
126
UMB Bank
Missouri
$186K +$169K +3,273 New
S
127
SignatureFD
Georgia
$131K +$10.1K +195 +9%
SAS
128
Stelac Advisory Services
New York
$110K -$42.2K -816 -30%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$102K +$1.5K +29 +2%
BL
130
Balentine LLC
Georgia
$101K +$26.9K +521 +42%
Russell Investments Group
131
Russell Investments Group
United Kingdom
$97K
SQA
132
Simon Quick Advisors
New Jersey
$77K -$6.72K -130 -9%
Manulife (Manufacturers Life Insurance)
133
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$65.9K -$383K -7,407 -0.6%
US Bancorp
134
US Bancorp
Minnesota
$60K +$14.3K +276 +36%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$58K +$9.92K +192 +23%
Osaic Holdings
136
Osaic Holdings
Arizona
$49K +$827 +16 +2%
PMG
137
Private Management Group
California
$47K
QCG
138
Quadrant Capital Group
Ohio
$43K +$9.25K +179 +31%
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$42K +$878 +17 +2%
GT
140
Glenmede Trust
Pennsylvania
$39K +$930 +18 +3%
PA
141
Parallel Advisors
California
$37K +$8.37K +162 +33%
Barclays
142
Barclays
United Kingdom
$35K -$2.4M -46,511 -99%
FIA
143
FNY Investment Advisers
New York
$34K -$27.4K -531 -47%
AIM
144
Anchor Investment Management
South Carolina
$30.3K
EWM
145
Edge Wealth Management
New York
$30K
MLICM
146
Metropolitan Life Insurance Company (MetLife)
New York
$28.4K -$982 -19 -4%
DWA
147
Dougherty Wealth Advisers
Minnesota
$22K
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$22K +$2.17K +42 +12%
Simplex Trading
149
Simplex Trading
Illinois
$21K +$3.1K +60 +19%
APA
150
American Portfolios Advisors
New York
$20.5K +$1.81K +35 +11%

FWONA Hedge Fund Activity: Q4 2021 in Review

223 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Liberty Media Series A (FWONA) for Q4 2021, worth a combined $1.29B — up 24% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FWONA positions and 19 closed out — a net gain of 24 holders — while 48 added to existing stakes and 74 trimmed.

The largest buyer was Invesco, adding an estimated $36.3M. The largest seller was JP Morgan Chase, cutting an estimated $9.85M.

  • 223 institutional investors held Liberty Media Series A (FWONA) as of Q4 2021, up from 203 in Q3 2021.
  • Funds reported $1.29B of Liberty Media Series A stock for Q4 2021, up 24% quarter-over-quarter.
  • 43 funds opened new Liberty Media Series A positions in Q4 2021 and 19 closed out, a net change of +24 holders.
  • The largest Liberty Media Series A buyer in Q4 2021 was Invesco, an estimated $36.3M added.
  • The largest Liberty Media Series A seller in Q4 2021 was JP Morgan Chase, an estimated $9.85M sold.

Based on aggregated 13F filings for Q4 2021.