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Liberty Media Series A

207 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

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

0% more funds holding

Funds holding: 206207 (+1)

0% more capital invested

Capital invested by funds: $875M → $877M (+$1.8M)

0.44% less ownership

Funds ownership: 93.23%92.79% (-0.44%)

17% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 64

96% less call options, than puts

Call options by funds: $100K | Put options by funds: $2.39M

Holders
207
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
Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
151
Princeton Global Asset Management
New Jersey
$6K
IA
152
IFP Advisors
Florida
$5K -$784 -21 -15%
CPFP
153
Clear Perspectives Financial Planning
Ohio
$5K
PO
154
Private Ocean
California
$5K
ACM
155
Allred Capital Management
Texas
$4.55K +$4.63K +124 New
CFGS
156
Concourse Financial Group Securities
Alabama
$4K
LC
157
Lindbrook Capital
California
$4K
PA
158
Parallel Advisors
California
$4K +$1.72K +46 +73%
FFA
159
Freedman Financial Associates
Massachusetts
$3K
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$2K -$149 -4 -5%
CFA
161
Carroll Financial Associates
North Carolina
$2K
WT
162
Whittier Trust
California
$2K
EP
163
Eudaimonia Partners
Tennessee
$2K +$1.57K +42 New
NIC
164
Northwest Investment Counselors
Oregon
$2K +$2.54K +68 New
SWA
165
Sutton Wealth Advisors
Florida
$1.26K
AIM
166
Axiom Investment Management
New York
$1K -$709 -19 -48%
NFG
167
Next Financial Group
Texas
$1K -$187 -5 -9%
FF
168
FourThought Financial
Florida
$1K -$112 -3 -60%
AF
169
Allworth Financial
California
$1K
BWM
170
BerganKDV Wealth Management
Minnesota
$1K
CAL
171
Capital Analysts LLC
Pennsylvania
$1K
IFAM
172
Institutional & Family Asset Management
Colorado
$1K
NFSG
173
Newbridge Financial Services Group
Florida
$1K
OIA
174
Optimum Investment Advisors
Illinois
$1K
PMFA
175
Plante Moran Financial Advisors
Michigan
$1K