We are live on ! Find out more
FWONA icon

Liberty Media Series A

229 hedge funds and large institutions have $1.11B invested in Liberty Media Series A in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $4.98M | Put options by funds: $3.83M

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2% more funds holding

Funds holding: 224229 (+5)

1.87% less ownership

Funds ownership: 94.15%92.28% (-1.9%)

11% less capital invested

Capital invested by funds: $1.25B → $1.11B (-$144M)

12% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 68

Holders
229
Holders Change
+5
Holders Change %
+2.23%
% of All Funds
3.94%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
26
Increased
60
Reduced
68
Closed
21
Calls
$4.98M
Puts
$3.83M
Net Calls
+$1.15M
Net Calls Change
-$5.28M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
151
Lindbrook Capital
California
$20K +$5.29K +95 +31%
DWA
152
Dougherty Wealth Advisers
Minnesota
$19K
WPWM
153
Western Pacific Wealth Management
Illinois
$18K
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$18K +$501 +9 +3%
MHR
155
Matthew Hamilton Rosenberg
$17K +$56 +1 +0.3%
SAM
156
Storebrand Asset Management
Norway
$14K
LWCFA
157
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K
RTC
158
Riverview Trust Company
Washington
$13K
PAI
159
Pittenger & Anderson Inc
Nebraska
$13K +$2.9K +52 +25%
APA
160
American Portfolios Advisors
New York
$12.6K -$6.07K -109 -30%
AIG
161
American International Group
New York
$12K +$56 +1 +0.4%
BCWM
162
Bartlett & Co Wealth Management
Ohio
$8.04K
BC
163
Bartlett & Co
Ohio
$8K
GIA
164
GHP Investment Advisors
Colorado
$8K
PGAM
165
Princeton Global Asset Management
New Jersey
$8K
WTA
166
Washington Trust Advisors
Massachusetts
$8K
CPFP
167
Clear Perspectives Financial Planning
Ohio
$7K
CS
168
Credit Suisse
Switzerland
$7K +$7.3K +131 +3,275%
Qube Research & Technologies (QRT)
169
Qube Research & Technologies (QRT)
United Kingdom
$6K -$350K -6,289 -98%
IA
170
IFP Advisors
Florida
$6K
MRCM
171
M&R Capital Management
New Jersey
$6K
PTC
172
Private Trust Company
Ohio
$5K
AIP
173
Almanack Investment Partners
Pennsylvania
$5K +$5.46K +98 New
CFO
174
CVA Family Office
Colorado
$4K
GRP
175
Global Retirement Partners
California
$4K +$4.07K +73 New

FWONA Hedge Fund Activity: Q3 2022 in Review

229 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Liberty Media Series A (FWONA) for Q3 2022, worth a combined $1.11B — down 11% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FWONA positions and 21 closed out — a net gain of 5 holders — while 60 added to existing stakes and 68 trimmed.

The largest buyer was First Foundation Advisors, adding an estimated $12.1M. The largest seller was Invesco, cutting an estimated $38.7M.

  • 229 institutional investors held Liberty Media Series A (FWONA) as of Q3 2022, up from 224 in Q2 2022.
  • Funds reported $1.11B of Liberty Media Series A stock for Q3 2022, down 11% quarter-over-quarter.
  • 26 funds opened new Liberty Media Series A positions in Q3 2022 and 21 closed out, a net change of +5 holders.
  • The largest Liberty Media Series A buyer in Q3 2022 was First Foundation Advisors, an estimated $12.1M added.
  • The largest Liberty Media Series A seller in Q3 2022 was Invesco, an estimated $38.7M sold.

Based on aggregated 13F filings for Q3 2022.