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Liberty Media Series A

223 hedge funds and large institutions have $1.29B invested in Liberty Media Series A in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 48 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 19

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

24% more capital invested

Capital invested by funds: $1.04B → $1.29B (+$247M)

10% more funds holding

Funds holding: 203223 (+20)

2.74% more ownership

Funds ownership: 89.43%92.17% (+2.7%)

16% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $1.43M

35% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 74

Holders
223
Holders Change
+20
Holders Change %
+9.85%
% of All Funds
3.43%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
43
Increased
48
Reduced
74
Closed
19
Calls
$1.19M
Puts
$1.43M
Net Calls
-$232K
Net Calls Change
+$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MHR
151
Matthew Hamilton Rosenberg
$20K -$13.6K -263 -43%
WPWM
152
Western Pacific Wealth Management
Illinois
$20K +$18.9K +366 New
AF
153
Allworth Financial
California
$17K +$7.75K +150 +97%
LC
154
Lindbrook Capital
California
$16K +$7.6K +147 +104%
SAM
155
Storebrand Asset Management
Norway
$15.8K
AIG
156
American International Group
New York
$15K -$1.08K -21 -7%
LWCFA
157
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K
MI
158
Markston International
New York
$14K
WTA
159
Washington Trust Advisors
Massachusetts
$12K +$10.6K +205 New
TRCT
160
Tower Research Capital (TRC)
New York
$11K -$71.2K -1,378 -88%
MRCM
161
M&R Capital Management
New Jersey
$9K
PGAM
162
Princeton Global Asset Management
New Jersey
$9K
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$9K +$4.5K +87 +121%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$9K +$8.47K +164 New
CPFP
165
Clear Perspectives Financial Planning
Ohio
$8K
NFG
166
Next Financial Group
Texas
$8K +$4.6K +89 +175%
Koshinski Asset Management
167
Koshinski Asset Management
Illinois
$7.36K +$155 +3 +2%
CFGS
168
Concourse Financial Group Securities
Alabama
$7K
IA
169
IFP Advisors
Florida
$7K
ECM
170
ExodusPoint Capital Management
New York
$5K -$2.22K -43 -34%
FFA
171
Freedman Financial Associates
Massachusetts
$5K
William Blair & Company
172
William Blair & Company
Illinois
$5K
QC
173
Quent Capital
New York
$5K +$4.8K +93 New
Franklin Resources
174
Franklin Resources
California
$4K -$207 -4 -6%
NIC
175
Northwest Investment Counselors
Oregon
$4K +$3.51K +68 New

FWONA Hedge Fund Activity: Q4 2021 in Review

223 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Liberty Media Series A (FWONA) for Q4 2021, worth a combined $1.29B — up 24% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FWONA positions and 19 closed out — a net gain of 24 holders — while 48 added to existing stakes and 74 trimmed.

The largest buyer was Invesco, adding an estimated $36.3M. The largest seller was JP Morgan Chase, cutting an estimated $9.85M.

  • 223 institutional investors held Liberty Media Series A (FWONA) as of Q4 2021, up from 203 in Q3 2021.
  • Funds reported $1.29B of Liberty Media Series A stock for Q4 2021, up 24% quarter-over-quarter.
  • 43 funds opened new Liberty Media Series A positions in Q4 2021 and 19 closed out, a net change of +24 holders.
  • The largest Liberty Media Series A buyer in Q4 2021 was Invesco, an estimated $36.3M added.
  • The largest Liberty Media Series A seller in Q4 2021 was JP Morgan Chase, an estimated $9.85M sold.

Based on aggregated 13F filings for Q4 2021.