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Liberty Media Series A
FWONA

224 hedge funds and large institutions have $1.25B invested in Liberty Media Series A in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 78 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $7.64M | Put options by funds: $1.22M

0.62% more ownership

Funds ownership: 93.53% → 94.15% (+0.62%)

3% less funds holding

Funds holding: 232 → 224 (-8)

9% less capital invested

Capital invested by funds: $1.37B → $1.25B (-$119M)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

23% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 78

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
224
Holders Change
-8
Holders Change %
-3.45%
% of All Funds
3.77%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
22
Increased
60
Reduced
78
Closed
26
Calls
$7.64M
Puts
$1.22M
Net Calls
+$6.43M
Net Calls Change
+$3.62M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$15.6M
2
Deutsche Bank
Deutsche Bank
Germany
+$9.03M
3
TGA
TPG GP A
Texas
+$8.51M
4
MAM
Madison Asset Management
Wisconsin
+$7.38M
5
Morgan Stanley
Morgan Stanley
New York
+$7.16M

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$22.8M
2
AA
Ancient Art
Texas
-$19.3M
3
JP Morgan Chase
JP Morgan Chase
New York
-$10.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.46M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$6.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
176
Bessemer Group
New Jersey
$2K -$610 -11 -25%
GWS
177
Glassman Wealth Services
Virginia
$2K – – –
IFAM
178
Institutional & Family Asset Management
Colorado
$2K – – –
SWM
179
Spire Wealth Management
Virginia
$2K – – –
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$2K +$222 +4 +13%
SWA
181
Sutton Wealth Advisors
Florida
$1.91K – – –
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$1K -$610 -11 -30%
Franklin Resources
183
Franklin Resources
California
$1K -$388 -7 -28%
PFS
184
Prospera Financial Services
Texas
$1K -$333 -6 -38%
AIM
185
Axiom Investment Management
New York
$1K – – –
BWM
186
BerganKDV Wealth Management
Minnesota
$1K – – –
BBPWM
187
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
CAL
188
Capital Analysts LLC
Pennsylvania
$1K – – –
CWC
189
Carolinas Wealth Consulting
North Carolina
$1K – – –
CFFP
190
Center for Financial Planning
Michigan
$1K – – –
CFGS
191
Concourse Financial Group Securities
Alabama
$1K – – –
EW
192
Evoke Wealth
California
$1K – – –
Federated Hermes
193
Federated Hermes
Pennsylvania
$1K – – –
HCM
194
Highlander Capital Management
New Jersey
$1K – – –
OIA
195
Optimum Investment Advisors
Illinois
$1K – – –
WT
196
Whittier Trust
California
$1K – – –
WTC
197
WhitTier Trust Company
Nevada
$1K – – –
JWA
198
JFS Wealth Advisors
Pennsylvania
$1K +$333 +6 +43%
SC
199
Schubert & Co
Texas
$1K +$333 +6 +150%
TCOV
200
Trust Company of Vermont
Vermont
$1K +$610 +11 New
6 7
8
9 10

FWONA Hedge Fund Activity: Q2 2022 in Review

224 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Liberty Media Series A (FWONA) for Q2 2022, worth a combined $1.25B — down 8.7% from $1.37B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FWONA and 22 opened new positions — a net loss of 4 holders — while 78 trimmed existing stakes and 60 added.

The largest buyer was Invesco, adding an estimated $15.6M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $22.8M sold.

  • 224 institutional investors held Liberty Media Series A (FWONA) as of Q2 2022, down from 232 in Q1 2022.
  • Funds reported $1.25B of Liberty Media Series A stock for Q2 2022, down 8.7% quarter-over-quarter.
  • 22 funds opened new Liberty Media Series A positions in Q2 2022 and 26 closed out, a net change of -4 holders.
  • The largest Liberty Media Series A buyer in Q2 2022 was Invesco, an estimated $15.6M added.
  • The largest Liberty Media Series A seller in Q2 2022 was Dimensional Fund Advisors, an estimated $22.8M sold.

Based on aggregated 13F filings for Q2 2022.