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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
Ameriprise
126
Ameriprise
Minnesota
$294K -$6.63K -110 -2%
CF
127
Cantor Fitzgerald
New York
$273K – – –
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$273K -$35.5K -589 -12%
PA
129
Pinnacle Associates
New York
$241K +$224K +3,724 New
Citigroup
130
Citigroup
New York
$240K -$18.6K -309 -8%
AT
131
American Trust
Kentucky
$240K +$223K +3,708 New
AB
132
Amalgamated Bank
New York
$232K -$30.3K -503 -12%
Canada Life
133
Canada Life
Manitoba, Canada
$230K – – –
VOYA Investment Management
134
VOYA Investment Management
Georgia
$224K +$209K +3,468 New
SG Americas Securities
135
SG Americas Securities
New York
$220K -$1.46M -24,162 -88%
ECM
136
Evergreen Capital Management
Washington
$209K +$195K +3,228 New
PL
137
Plancorp LLC
Missouri
$209K +$195K +3,228 New
IIM
138
INTECH Investment Management
Florida
$206K +$192K +3,180 New
Qube Research & Technologies (QRT)
139
Qube Research & Technologies (QRT)
United Kingdom
$205K -$4.43M -73,546 -96%
UB
140
UMB Bank
Missouri
$159K +$9.7K +161 +7%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$158K +$4.1K +68 +3%
Russell Investments Group
142
Russell Investments Group
United Kingdom
$135K – – –
MCM
143
Manchester Capital Management
Vermont
$121K – – –
BBHC
144
Brown Brothers Harriman & Co
New York
$118K – – –
JEST
145
JTC Employer Solutions Trustee
Jersey
$112K – – –
S
146
SignatureFD
Georgia
$110K +$13.4K +222 +15%
FIA
147
FNY Investment Advisers
New York
$110K – – –
Bessemer Group
148
Bessemer Group
New Jersey
$97K +$78.8K +1,307 +660%
BL
149
Balentine LLC
Georgia
$90.9K -$16.7K -277 -16%
Osaic Holdings
150
Osaic Holdings
Arizona
$79.4K -$7.83K -130 -10%
4 5
6
7 8

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.