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Liberty Media Series A

222 hedge funds and large institutions have $1.17B invested in Liberty Media Series A in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

441% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $2.66M

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

9% more funds holding

Funds holding: 204222 (+18)

7% more capital invested

Capital invested by funds: $1.1B → $1.17B (+$74.4M)

3.36% more ownership

Funds ownership: 80.95%84.31% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 67

Holders
222
Holders Change
+18
Holders Change %
+8.82%
% of All Funds
3.24%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
32
Increased
61
Reduced
67
Closed
13
Calls
$14.4M
Puts
$2.66M
Net Calls
+$11.7M
Net Calls Change
+$122K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$22K
MA
152
Montag & Associates
Georgia
$21.9K
DWA
153
Dougherty Wealth Advisers
Minnesota
$21.3K
IA
154
IFP Advisors
Florida
$20.6K -$21K -357 -50%
WPWM
155
Western Pacific Wealth Management
Illinois
$20.3K
Simplex Trading
156
Simplex Trading
Illinois
$20K -$1.53K -26 -7%
MHR
157
Matthew Hamilton Rosenberg
$19.2K
SOW
158
State of Wyoming
Wyoming
$18.3K +$823 +14 +5%
GI
159
GAMMA Investing
California
$18.1K +$17.4K +296 New
OSAM
160
O'Shaughnessy Asset Management
Connecticut
$17K -$2.7K -46 -14%
PA
161
Parallel Advisors
California
$15.8K +$1.18K +20 +8%
SAM
162
Storebrand Asset Management
Norway
$15.5K
LWCFA
163
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K
PAI
164
Pittenger & Anderson Inc
Nebraska
$14.5K
NA
165
NewEdge Advisors
Louisiana
$13.7K +$11.5K +195 +476%
TRCT
166
Tower Research Capital (TRC)
New York
$11.9K -$63.5K -1,081 -84%
AIG
167
American International Group
New York
$11.4K -$294 -5 -2%
LC
168
Lindbrook Capital
California
$9.63K -$7.99K -136 -45%
DAM
169
Delta Asset Management
Tennessee
$9.28K
PGAM
170
Princeton Global Asset Management
New Jersey
$9.1K
BC
171
Bartlett & Co
Ohio
$9K
GIA
172
GHP Investment Advisors
Colorado
$8.52K
TWC
173
TD Waterhouse Canada
Ontario, Canada
$8.44K +$8.81K +150 New
National Bank of Canada
174
National Bank of Canada
Quebec, Canada
$7.89K +$705 +12 +10%
PTC
175
Private Trust Company
Ohio
$7.3K +$411 +7 +6%