We are live on ! Find out more
FWONA icon

Liberty Media Series A

221 hedge funds and large institutions have $1.4B invested in Liberty Media Series A in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 66 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $6.63M

1% more capital invested

Capital invested by funds: $1.38B → $1.4B (+$15.9M)

0.93% more ownership

Funds ownership: 89.14%90.07% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 66

8% less funds holding

Funds holding: 240221 (-19)

49% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 37

Holders
221
Holders Change
-19
Holders Change %
-7.92%
% of All Funds
3.47%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
19
Increased
66
Reduced
66
Closed
37
Calls
$13.6M
Puts
$6.63M
Net Calls
+$7.02M
Net Calls Change
+$4.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
151
Franklin Resources
California
$32.1K +$27.4K +433 +687%
MIM
152
MetLife Investment Management
New Jersey
$31.8K -$3.73K -59 -11%
MA
153
Montag & Associates
Georgia
$25.6K
DWA
154
Dougherty Wealth Advisers
Minnesota
$24.8K
IA
155
IFP Advisors
Florida
$24.5K +$14.9K +235 +164%
WPWM
156
Western Pacific Wealth Management
Illinois
$23.7K
MHR
157
Matthew Hamilton Rosenberg
$22.4K
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$22K +$948 +15 +5%
LC
159
Lindbrook Capital
California
$21.4K -$126 -2 -0.6%
SAM
160
Storebrand Asset Management
Norway
$18.1K
PA
161
Parallel Advisors
California
$17.5K +$1.07K +17 +7%
PAI
162
Pittenger & Anderson Inc
Nebraska
$16.9K
LWCFA
163
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16.6K
AIG
164
American International Group
New York
$14.3K -$759 -12 -5%
OSAM
165
O'Shaughnessy Asset Management
Connecticut
$13.4K
DAM
166
Delta Asset Management
Tennessee
$10.8K +$9.48K +150 +882%
PGAM
167
Princeton Global Asset Management
New Jersey
$10.6K
BCWM
168
Bartlett & Co Wealth Management
Ohio
$10.3K
BC
169
Bartlett & Co
Ohio
$10K
MG
170
Mather Group
Illinois
$9.2K +$8.98K +142 New
GIA
171
GHP Investment Advisors
Colorado
$9.17K
National Bank of Canada
172
National Bank of Canada
Quebec, Canada
$8.59K
PTC
173
Private Trust Company
Ohio
$8.52K +$506 +8 +6%
FHA
174
First Horizon Advisors
Tennessee
$8.11K -$5.18K -82 -40%
MRCM
175
M&R Capital Management
New Jersey
$7.84K