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Liberty Media Series A
FWONA

203 hedge funds and large institutions have $1.04B invested in Liberty Media Series A in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $973M → $1.04B (+$66.4M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2% less funds holding

Funds holding: 208 → 203 (-5)

2.87% less ownership

Funds ownership: 92.3% → 89.43% (-2.9%)

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

90% less call options, than puts

Call options by funds: $239K | Put options by funds: $2.37M

Holders
203
Holders Change
-5
Holders Change %
-2.4%
% of All Funds
3.55%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
55
Reduced
64
Closed
24
Calls
$239K
Puts
$2.37M
Net Calls
-$2.13M
Net Calls Change
+$1.35M

Top Buyers

Rank Fund Capital Flow
1
RCG
Ruane, Cunniff & Goldfarb
New York
+$30.4M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$13.6M
3
SC
Sculptor Capital
New York
+$8.87M
4
RJA
Raymond James & Associates
Florida
+$3.71M
5
BAMCO Inc
BAMCO Inc
New York
+$3.35M

Top Sellers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
-$20.9M
2
MP
Mangrove Partners
Connecticut
-$9.64M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$7.46M
4
Norges Bank
Norges Bank
Norway
-$5.83M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$5.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
151
IFP Advisors
Florida
$6K – – –
LC
152
Lindbrook Capital
California
$6K – – –
ECM
153
ExodusPoint Capital Management
New York
$6K +$3.9K +93 +282%
Koshinski Asset Management
154
Koshinski Asset Management
Illinois
$5.74K +$5.33K +127 New
CFGS
155
Concourse Financial Group Securities
Alabama
$5K – – –
William Blair & Company
156
William Blair & Company
Illinois
$4K -$84 -2 -2%
FFA
157
Freedman Financial Associates
Massachusetts
$4K – – –
RTL
158
Red Tortoise LLC
Georgia
$4K +$3.23K +77 New
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$3K -$210 -5 -6%
CFA
160
Carroll Financial Associates
North Carolina
$3K – – –
Franklin Resources
161
Franklin Resources
California
$3K – – –
NFG
162
Next Financial Group
Texas
$3K +$42 +1 +2%
IFAM
163
Institutional & Family Asset Management
Colorado
$2K – – –
SWM
164
Spire Wealth Management
Virginia
$2K – – –
Bessemer Group
165
Bessemer Group
New Jersey
$2K +$1.43K +34 New
SWA
166
Sutton Wealth Advisors
Florida
$1.55K – – –
AIM
167
Axiom Investment Management
New York
$1K – – –
BWM
168
BerganKDV Wealth Management
Minnesota
$1K – – –
CAL
169
Capital Analysts LLC
Pennsylvania
$1K – – –
CWC
170
Carolinas Wealth Consulting
North Carolina
$1K – – –
CIA
171
Choate Investment Advisors
Massachusetts
$1K – – –
FF
172
FourThought Financial
Florida
$1K – – –
HCM
173
Highlander Capital Management
New Jersey
$1K – – –
MAM
174
Meeder Asset Management
Ohio
$1K – – –
NFSG
175
Newbridge Financial Services Group
Florida
$1K – – –
5 6
7
8 9

FWONA Hedge Fund Activity: Q3 2021 in Review

203 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Liberty Media Series A (FWONA) for Q3 2021, worth a combined $1.04B — up 6.8% from $973M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of FWONA and 20 opened new positions — a net loss of 4 holders — while 64 trimmed existing stakes and 55 added.

The largest buyer was Ruane, Cunniff & Goldfarb, adding an estimated $30.4M. The largest seller was ClearBridge Investments, cutting an estimated $20.9M.

  • 203 institutional investors held Liberty Media Series A (FWONA) as of Q3 2021, down from 208 in Q2 2021.
  • Funds reported $1.04B of Liberty Media Series A stock for Q3 2021, up 6.8% quarter-over-quarter.
  • 20 funds opened new Liberty Media Series A positions in Q3 2021 and 24 closed out, a net change of -4 holders.
  • The largest Liberty Media Series A buyer in Q3 2021 was Ruane, Cunniff & Goldfarb, an estimated $30.4M added.
  • The largest Liberty Media Series A seller in Q3 2021 was ClearBridge Investments, an estimated $20.9M sold.

Based on aggregated 13F filings for Q3 2021.