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Liberty Media Series A

202 hedge funds and large institutions have $913M invested in Liberty Media Series A in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 49 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

10% more capital invested

Capital invested by funds: $832M → $913M (+$81.1M)

6% more funds holding

Funds holding: 191202 (+11)

0.52% less ownership

Funds ownership: 94.36%93.83% (-0.52%)

9% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 54

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

22% less call options, than puts

Call options by funds: $572K | Put options by funds: $729K

Holders
202
Holders Change
+11
Holders Change %
+5.76%
% of All Funds
4.43%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
33
Increased
49
Reduced
54
Closed
22
Calls
$572K
Puts
$729K
Net Calls
-$157K
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
151
Benjamin F. Edwards & Company
Missouri
$3K +$2.49K +68 New
NIC
152
Northwest Investment Counselors
Oregon
$3K +$2.49K +68 New
EW
153
Evoke Wealth
California
$2.57K +$2.49K +68 New
LC
154
Lindbrook Capital
California
$2K -$256 -7 -11%
BL
155
Balentine LLC
Georgia
$2K
MWP
156
MYCIO Wealth Partners
Pennsylvania
$2K +$1.9K +52 New
APA
157
American Portfolios Advisors
New York
$1.54K
SWA
158
Sutton Wealth Advisors
Florida
$1.31K
Barclays
159
Barclays
United Kingdom
$1K -$10.3K -282 -91%
AIM
160
Axiom Investment Management
New York
$1K -$3.47K -95 -81%
AF
161
Allworth Financial
California
$1K
BWM
162
Baystate Wealth Management
Massachusetts
$1K
BGIM
163
Brandywine Global Investment Management
Pennsylvania
$1K
CFA
164
Carroll Financial Associates
North Carolina
$1K
FCA
165
FinTrust Capital Advisors
South Carolina
$1K
FIB
166
First Interstate Bank
Montana
$1K
IFAM
167
Institutional & Family Asset Management
Colorado
$1K
OIA
168
Optimum Investment Advisors
Illinois
$1K
S
169
SignatureFD
Georgia
$1K
TWA
170
TCI Wealth Advisors
Arizona
$1K
TL
171
TrueWealth LLC
Georgia
$1K
NFG
172
Next Financial Group
Texas
$1K +$146 +4 +15%
BCI
173
Brinker Capital Investments
Pennsylvania
$1K +$768 +21 New
IA
174
IFP Advisors
Florida
$1K +$841 +23 New
ST
175
Smithfield Trust
Pennsylvania
$1K +$877 +24 New