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Liberty Media Series A

223 hedge funds and large institutions have $1.29B invested in Liberty Media Series A in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 48 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 19

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

24% more capital invested

Capital invested by funds: $1.04B → $1.29B (+$247M)

10% more funds holding

Funds holding: 203223 (+20)

2.74% more ownership

Funds ownership: 89.43%92.17% (+2.7%)

16% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $1.43M

35% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 74

Holders
223
Holders Change
+20
Holders Change %
+9.85%
% of All Funds
3.43%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
43
Increased
48
Reduced
74
Closed
19
Calls
$1.19M
Puts
$1.43M
Net Calls
-$232K
Net Calls Change
+$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
176
Carroll Financial Associates
North Carolina
$3K
SWM
177
Spire Wealth Management
Virginia
$3K +$827 +16 +38%
C
178
Covestor
United Kingdom
$3K +$2.48K +48 New
CFO
179
CVA Family Office
Colorado
$3K +$2.94K +57 New
IFAM
180
Institutional & Family Asset Management
Colorado
$2K
SWA
181
Sutton Wealth Advisors
Florida
$1.96K
AF
182
Advisornet Financial
Minnesota
$1K
AIM
183
Axiom Investment Management
New York
$1K
BWM
184
BerganKDV Wealth Management
Minnesota
$1K
CAL
185
Capital Analysts LLC
Pennsylvania
$1K
CWC
186
Carolinas Wealth Consulting
North Carolina
$1K
CFFP
187
Center for Financial Planning
Michigan
$1K
CIA
188
Choate Investment Advisors
Massachusetts
$1K
EW
189
Evoke Wealth
California
$1K
HCM
190
Highlander Capital Management
New Jersey
$1K
OIA
191
Optimum Investment Advisors
Illinois
$1K
PB
192
Pinnacle Bancorp
Nebraska
$1K
Federated Hermes
193
Federated Hermes
Pennsylvania
$1K +$52 +1 New
WT
194
Whittier Trust
California
$1K +$413 +8 +114%
BBPWM
195
Blue Bell Private Wealth Management
Pennsylvania
$1K +$517 +10 New
TCOV
196
Trust Company of Vermont
Vermont
$1K +$568 +11 New
GWS
197
Glassman Wealth Services
Virginia
$1K +$723 +14 New
LAS
198
Lloyd Advisory Services
Georgia
$1K +$723 +14 New
SPA
199
Shore Point Advisors
New Jersey
$1K +$723 +14 New
WTC
200
WhitTier Trust Company
Nevada
$1K +$723 +14 +156%

FWONA Hedge Fund Activity: Q4 2021 in Review

223 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Liberty Media Series A (FWONA) for Q4 2021, worth a combined $1.29B — up 24% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FWONA positions and 19 closed out — a net gain of 24 holders — while 48 added to existing stakes and 74 trimmed.

The largest buyer was Invesco, adding an estimated $36.3M. The largest seller was JP Morgan Chase, cutting an estimated $9.85M.

  • 223 institutional investors held Liberty Media Series A (FWONA) as of Q4 2021, up from 203 in Q3 2021.
  • Funds reported $1.29B of Liberty Media Series A stock for Q4 2021, up 24% quarter-over-quarter.
  • 43 funds opened new Liberty Media Series A positions in Q4 2021 and 19 closed out, a net change of +24 holders.
  • The largest Liberty Media Series A buyer in Q4 2021 was Invesco, an estimated $36.3M added.
  • The largest Liberty Media Series A seller in Q4 2021 was JP Morgan Chase, an estimated $9.85M sold.

Based on aggregated 13F filings for Q4 2021.