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Liberty Media Series A
FWONA

240 hedge funds and large institutions have $1.38B invested in Liberty Media Series A in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

31% more call options, than puts

Call options by funds: $8.88M | Put options by funds: $6.76M

21% more capital invested

Capital invested by funds: $1.14B → $1.38B (+$238M)

1% more funds holding

Funds holding: 237 → 240 (+3)

4.18% less ownership

Funds ownership: 93.32% → 89.14% (-4.2%)

14% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 69

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
240
Holders Change
+3
Holders Change %
+1.27%
% of All Funds
3.82%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
34
Increased
59
Reduced
69
Closed
24
Calls
$8.88M
Puts
$6.76M
Net Calls
+$2.12M
Net Calls Change
+$4.48M

Top Buyers

1
FBCM
Fort Baker Capital Management
California
+$13M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$11.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.8M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$3.53M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
+$3.44M

Top Sellers

1
AA
Ancient Art
Texas
-$25.2M
2
JP Morgan Chase
JP Morgan Chase
New York
-$15.3M
3
Wells Fargo
Wells Fargo
California
-$11M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.1M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$7.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
151
US Bancorp
Minnesota
$72.6K +$2.65K +44 +4%
SFFS
152
Stonehage Fleming Financial Services
Jersey
$55.4K – – –
PMG
153
Private Management Group
California
$53K – – –
GT
154
Glenmede Trust
Pennsylvania
$45.2K +$301 +5 +0.7%
QCG
155
Quadrant Capital Group
Ohio
$44.3K +$6.93K +115 +20%
AA
156
Ancora Advisors
Ohio
$35.8K +$1.26K +21 +4%
MIM
157
MetLife Investment Management
New Jersey
$35.6K +$60 +1 +0.2%
QC
158
Quent Capital
New York
$35.4K – – –
AIM
159
Anchor Investment Management
South Carolina
$34.4K – – –
CT
160
Colonial Trust
South Carolina
$34.4K +$121 +2 +0.4%
TRCT
161
Tower Research Capital (TRC)
New York
$33K -$174K -2,886 -85%
BAM
162
Belpointe Asset Management
Nevada
$32.4K -$181 -3 -0.6%
Simplex Trading
163
Simplex Trading
Illinois
$27K +$25.9K +429 New
MA
164
Montag & Associates
Georgia
$25.5K – – –
Daiwa Securities Group
165
Daiwa Securities Group
Japan
$25K +$23.5K +390 New
DWA
166
Dougherty Wealth Advisers
Minnesota
$24.8K – – –
WPWM
167
Western Pacific Wealth Management
Illinois
$23.6K – – –
MHR
168
Matthew Hamilton Rosenberg
$22.3K – – –
LC
169
Lindbrook Capital
California
$21.5K -$1.81K -30 -8%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$21K -$18.9K -314 -49%
PCM
171
Pointe Capital Management
Michigan
$20.3K +$18.9K +313 New
SAM
172
Storebrand Asset Management
Norway
$18K – – –
PAI
173
Pittenger & Anderson Inc
Nebraska
$16.9K – – –
LWCFA
174
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16.6K – – –
PA
175
Parallel Advisors
California
$16.4K -$422 -7 -3%
5 6
7
8 9

FWONA Hedge Fund Activity: Q1 2023 in Review

240 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Liberty Media Series A (FWONA) for Q1 2023, worth a combined $1.38B — up 21% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FWONA positions and 24 closed out — a net gain of 10 holders — while 59 added to existing stakes and 69 trimmed.

The largest buyer was Fort Baker Capital Management, adding an estimated $13M. The largest seller was Ancient Art, cutting an estimated $25.2M.

  • 240 institutional investors held Liberty Media Series A (FWONA) as of Q1 2023, up from 237 in Q4 2022.
  • Funds reported $1.38B of Liberty Media Series A stock for Q1 2023, up 21% quarter-over-quarter.
  • 34 funds opened new Liberty Media Series A positions in Q1 2023 and 24 closed out, a net change of +10 holders.
  • The largest Liberty Media Series A buyer in Q1 2023 was Fort Baker Capital Management, an estimated $13M added.
  • The largest Liberty Media Series A seller in Q1 2023 was Ancient Art, an estimated $25.2M sold.

Based on aggregated 13F filings for Q1 2023.