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Liberty Media Series A

208 hedge funds and large institutions have $973M invested in Liberty Media Series A in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $877M → $973M (+$96.2M)

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

0% more funds holding

Funds holding: 207208 (+1)

0.49% less ownership

Funds ownership: 92.79%92.3% (-0.49%)

12% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 60

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

94% less call options, than puts

Call options by funds: $237K | Put options by funds: $3.72M

Holders
208
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
3.62%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
23
Increased
53
Reduced
60
Closed
22
Calls
$237K
Puts
$3.72M
Net Calls
-$3.49M
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
151
American Portfolios Advisors
New York
$8.01K
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$7K
PGAM
153
Princeton Global Asset Management
New Jersey
$7K
MRCM
154
M&R Capital Management
New Jersey
$7K +$77 +2 +1%
CPFP
155
Clear Perspectives Financial Planning
Ohio
$6K
PA
156
Parallel Advisors
California
$6K +$1.55K +40 +37%
LC
157
Lindbrook Capital
California
$6K +$1.78K +46 +48%
CFGS
158
Concourse Financial Group Securities
Alabama
$5K
IA
159
IFP Advisors
Florida
$5K
PO
160
Private Ocean
California
$5K
William Blair & Company
161
William Blair & Company
Illinois
$4K -$30.3K -781 -90%
Franklin Resources
162
Franklin Resources
California
$3K -$16.5K -427 -87%
FFA
163
Freedman Financial Associates
Massachusetts
$3K
CFA
164
Carroll Financial Associates
North Carolina
$2K -$39 -1 -1%
IFAM
165
Institutional & Family Asset Management
Colorado
$2K
NFG
166
Next Financial Group
Texas
$2K
WT
167
Whittier Trust
California
$2K
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$2K +$116 +3 +4%
SWM
169
Spire Wealth Management
Virginia
$2K +$232 +6 +17%
CFO
170
CVA Family Office
Colorado
$2K +$2.32K +60 New
SWA
171
Sutton Wealth Advisors
Florida
$1.41K
ECM
172
ExodusPoint Capital Management
New York
$1K -$34.2K -883 -96%
AF
173
Allworth Financial
California
$1K
AIM
174
Axiom Investment Management
New York
$1K
BWM
175
BerganKDV Wealth Management
Minnesota
$1K