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Liberty Media Series A
FWONA

229 hedge funds and large institutions have $1.11B invested in Liberty Media Series A in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $4.98M | Put options by funds: $3.83M

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

2% more funds holding

Funds holding: 224 → 229 (+5)

1.87% less ownership

Funds ownership: 94.15% → 92.28% (-1.9%)

11% less capital invested

Capital invested by funds: $1.25B → $1.11B (-$144M)

12% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 68

Holders
229
Holders Change
+5
Holders Change %
+2.23%
% of All Funds
3.94%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
26
Increased
60
Reduced
68
Closed
21
Calls
$4.98M
Puts
$3.83M
Net Calls
+$1.15M
Net Calls Change
-$5.28M

Top Buyers

1
FFA
First Foundation Advisors
California
+$12.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.6M
3
JP Morgan Chase
JP Morgan Chase
New York
+$9.41M
4
Norges Bank
Norges Bank
Norway
+$8.59M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$6.21M

Top Sellers

1
Invesco
Invesco
Georgia
-$38.7M
2
AA
Ancient Art
Texas
-$19.5M
3
SG Americas Securities
SG Americas Securities
New York
-$11.6M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$5.47M
5
DSA
Davis Selected Advisers
Arizona
-$3.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
176
Allworth Financial
California
$3K -$15.5K -278 -80%
Loomis, Sayles & Company
177
Loomis, Sayles & Company
Massachusetts
$3K – – –
NIC
178
Northwest Investment Counselors
Oregon
$3K – – –
Bessemer Group
179
Bessemer Group
New Jersey
$2K – – –
IFAM
180
Institutional & Family Asset Management
Colorado
$2K – – –
SWM
181
Spire Wealth Management
Virginia
$2K – – –
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$2K +$167 +3 +8%
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$2K +$947 +17 +65%
C
184
Covestor
United Kingdom
$2K +$1.84K +33 New
SWA
185
Sutton Wealth Advisors
Florida
$1.73K – – –
SPIA
186
Steward Partners Investment Advisory
New York
$1K -$557 -10 -32%
GWS
187
Glassman Wealth Services
Virginia
$1K -$223 -4 -14%
AIM
188
Axiom Investment Management
New York
$1K – – –
BWM
189
BerganKDV Wealth Management
Minnesota
$1K – – –
BBPWM
190
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
CAL
191
Capital Analysts LLC
Pennsylvania
$1K – – –
CWC
192
Carolinas Wealth Consulting
North Carolina
$1K – – –
CFFP
193
Center for Financial Planning
Michigan
$1K – – –
CFGS
194
Concourse Financial Group Securities
Alabama
$1K – – –
EW
195
Evoke Wealth
California
$1K – – –
Franklin Resources
196
Franklin Resources
California
$1K – – –
HCM
197
Highlander Capital Management
New Jersey
$1K – – –
JWA
198
JFS Wealth Advisors
Pennsylvania
$1K – – –
OIA
199
Optimum Investment Advisors
Illinois
$1K – – –
TCOV
200
Trust Company of Vermont
Vermont
$1K – – –
6 7
8
9 10

FWONA Hedge Fund Activity: Q3 2022 in Review

229 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Liberty Media Series A (FWONA) for Q3 2022, worth a combined $1.11B — down 11% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FWONA positions and 21 closed out — a net gain of 5 holders — while 60 added to existing stakes and 68 trimmed.

The largest buyer was First Foundation Advisors, adding an estimated $12.1M. The largest seller was Invesco, cutting an estimated $38.7M.

  • 229 institutional investors held Liberty Media Series A (FWONA) as of Q3 2022, up from 224 in Q2 2022.
  • Funds reported $1.11B of Liberty Media Series A stock for Q3 2022, down 11% quarter-over-quarter.
  • 26 funds opened new Liberty Media Series A positions in Q3 2022 and 21 closed out, a net change of +5 holders.
  • The largest Liberty Media Series A buyer in Q3 2022 was First Foundation Advisors, an estimated $12.1M added.
  • The largest Liberty Media Series A seller in Q3 2022 was Invesco, an estimated $38.7M sold.

Based on aggregated 13F filings for Q3 2022.