FWONA icon

Liberty Media Series A
FWONA

Overview Fund Activity

206 hedge funds and large institutions have $877M invested in Liberty Media Series A in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
29
Increased
53
Reduced
64
Closed
27
Calls
$100K
Puts
$2.39M
Net Calls
-$2.29M
Net Calls Change
-$1.42M

Top Buyers

1
DSA
1
Davis Selected Advisers
Arizona
$26.6M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$5.64M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$106M
4
ECM
4
Elgethun Capital Management
South Dakota
$4M
5
MS
5
Maven Securities
Jersey
$2.74M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$18.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$6.23M
4
Norges Bank
4
Norges Bank
Norway
$30.9M
5
CU
5
CQS (US)
New York
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
151
IFP Advisors
Florida
$5K -$913 -21 -15%
CPFP
152
Clear Perspectives Financial Planning
Ohio
$5K – – –
PO
153
Private Ocean
California
$5K – – –
ACM
154
Allred Capital Management
Texas
$4.55K +$4.55K +124 New
CFGS
155
Concourse Financial Group Securities
Alabama
$4K – – –
LC
156
Lindbrook Capital
California
$4K – – –
PA
157
Parallel Advisors
California
$4K +$1.69K +46 +73%
FFA
158
Freedman Financial Associates
Massachusetts
$3K – – –
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$2K -$108 -4 -5%
CFA
160
Carroll Financial Associates
North Carolina
$2K – – –
WT
161
Whittier Trust
California
$2K – – –
EP
162
Eudaimonia Partners
Tennessee
$2K +$2K +42 New
NIC
163
Northwest Investment Counselors
Oregon
$2K +$2K +68 New
SWA
164
Sutton Wealth Advisors
Florida
$1.26K – – –
AIM
165
Axiom Investment Management
New York
$1K -$905 -19 -48%
NFG
166
Next Financial Group
Texas
$1K -$100 -5 -9%
FF
167
FourThought Financial
Florida
$1K -$1.5K -3 -60%
PMFA
168
Plante Moran Financial Advisors
Michigan
$1K – – –
OIA
169
Optimum Investment Advisors
Illinois
$1K – – –
CAL
170
Capital Analysts LLC
Pennsylvania
$1K – – –
BWM
171
BerganKDV Wealth Management
Minnesota
$1K – – –
IFAM
172
Institutional & Family Asset Management
Colorado
$1K – – –
SFP
173
Sterling Financial Planning
New Jersey
$1K – – –
NFSG
174
Newbridge Financial Services Group
Florida
$1K – – –
AF
175
Allworth Financial
California
$1K – – –
5 6
7
8 9