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Liberty Media Series A

237 hedge funds and large institutions have $1.14B invested in Liberty Media Series A in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

3% more funds holding

Funds holding: 229237 (+8)

1.04% more ownership

Funds ownership: 92.28%93.32% (+1%)

3% more capital invested

Capital invested by funds: $1.11B → $1.14B (+$34.6M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

8% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 65

31% less call options, than puts

Call options by funds: $5.28M | Put options by funds: $7.63M

Holders
237
Holders Change
+8
Holders Change %
+3.49%
% of All Funds
3.81%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
34
Increased
60
Reduced
65
Closed
20
Calls
$5.28M
Puts
$7.63M
Net Calls
-$2.36M
Net Calls Change
-$3.5M
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
151
U.S. Capital Wealth Advisors
Texas
$33.2K +$33.1K +650 New
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$33K +$13.9K +274 +74%
QCG
153
Quadrant Capital Group
Ohio
$29.2K -$5.85K -115 -17%
MIM
154
MetLife Investment Management
New Jersey
$28.2K -$51 -1 -0.2%
QC
155
Quent Capital
New York
$27.9K +$51 +1 +0.2%
AIM
156
Anchor Investment Management
South Carolina
$27.2K
RIA
157
Realta Investment Advisors
Delaware
$27.2K
CT
158
Colonial Trust
South Carolina
$27.1K +$27K +530 New
AA
159
Ancora Advisors
Ohio
$27K
BAM
160
Belpointe Asset Management
Nevada
$25.8K +$25.6K +504 New
MA
161
Montag & Associates
Georgia
$20.2K +$20.1K +395 New
DWA
162
Dougherty Wealth Advisers
Minnesota
$19.6K
WPWM
163
Western Pacific Wealth Management
Illinois
$18.7K
LC
164
Lindbrook Capital
California
$18.5K -$1.88K -37 -9%
MHR
165
Matthew Hamilton Rosenberg
$17.7K
SAM
166
Storebrand Asset Management
Norway
$14.3K
PA
167
Parallel Advisors
California
$13.4K -$11.9K -233 -47%
PAI
168
Pittenger & Anderson Inc
Nebraska
$13.4K
LWCFA
169
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.1K
AIG
170
American International Group
New York
$12.2K -$254 -5 -2%
FHA
171
First Horizon Advisors
Tennessee
$10.6K +$10.5K +207 New
OSAM
172
O'Shaughnessy Asset Management
Connecticut
$10.4K +$8.39K +165 +423%
Bessemer Group
173
Bessemer Group
New Jersey
$10K +$8.39K +165 +500%
BCWM
174
Bartlett & Co Wealth Management
Ohio
$8.18K
BC
175
Bartlett & Co
Ohio
$8K