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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
FC
151
Ferris Capital
Massachusetts
$3K +$3.24K +104 New
NIT
152
NumerixS Investment Technologies
British Columbia, Canada
$3K +$3.24K +104 New
UBS AM
153
UBS AM
Illinois
$2.93K
WEC
154
Winslow Evans & Crocker
Massachusetts
$2.61K
FPF
155
FNY Partners Fund
New York
$2K -$3.9K -125 -60%
SWM
156
SeaCrest Wealth Management
New York
$2K
RFC
157
Regions Financial Corp
Alabama
$2K +$93 +3 +4%
YWP
158
YorkBridge Wealth Partners
New York
$2K +$499 +16 +26%
OIA
159
OneDigital Investment Advisors
Kansas
$2K +$1.15K +37 +123%
OTC
160
Opera Trading Capital
France
$1.71K +$686K +21,999 +56%
APA
161
American Portfolios Advisors
New York
$1.14K
CHP
162
Cable Hill Partners
Oregon
$1K -$62 -2 -5%
BWM
163
Baystate Wealth Management
Massachusetts
$1K
BFEC
164
Benjamin F. Edwards & Company
Missouri
$1K
BBA
165
Braun-Bostich & Associates
Pennsylvania
$1K
CFA
166
Carroll Financial Associates
North Carolina
$1K
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$1K
GFP
168
Gryphon Financial Partners
Ohio
$1K
MFW
169
Mosaic Family Wealth
Missouri
$1K
PA
170
Parallel Advisors
California
$1K
PGWM
171
Parisi Gray Wealth Management
New Jersey
$1K
PWM
172
Perigon Wealth Management
California
$1K
TWA
173
TCI Wealth Advisors
Arizona
$1K
TL
174
TrueWealth LLC
Georgia
$1K
WWMSC
175
Wagner Wealth Management (South Carolina)
South Carolina
$1K