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Liberty Media Series A
FWONA

240 hedge funds and large institutions have $1.38B invested in Liberty Media Series A in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

31% more call options, than puts

Call options by funds: $8.88M | Put options by funds: $6.76M

21% more capital invested

Capital invested by funds: $1.14B → $1.38B (+$238M)

1% more funds holding

Funds holding: 237 → 240 (+3)

4.18% less ownership

Funds ownership: 93.32% → 89.14% (-4.2%)

14% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 69

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
240
Holders Change
+3
Holders Change %
+1.27%
% of All Funds
3.82%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
34
Increased
59
Reduced
69
Closed
24
Calls
$8.88M
Puts
$6.76M
Net Calls
+$2.12M
Net Calls Change
+$4.48M

Top Buyers

1
FBCM
Fort Baker Capital Management
California
+$13M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$11.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.8M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$3.53M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
+$3.44M

Top Sellers

1
AA
Ancient Art
Texas
-$25.2M
2
JP Morgan Chase
JP Morgan Chase
New York
-$15.3M
3
Wells Fargo
Wells Fargo
California
-$11M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.1M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$7.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
176
American International Group
New York
$15.1K -$301 -5 -2%
FHA
177
First Horizon Advisors
Tennessee
$13.4K – – –
OSAM
178
O'Shaughnessy Asset Management
Connecticut
$13.4K +$181 +3 +1%
PGAM
179
Princeton Global Asset Management
New Jersey
$10.6K – – –
BCWM
180
Bartlett & Co Wealth Management
Ohio
$10.3K – – –
BC
181
Bartlett & Co
Ohio
$10K – – –
GIA
182
GHP Investment Advisors
Colorado
$9.92K – – –
CPFP
183
Clear Perspectives Financial Planning
Ohio
$9.18K – – –
Loomis, Sayles & Company
184
Loomis, Sayles & Company
Massachusetts
$9K -$283K -4,696 -97%
National Bank of Canada
185
National Bank of Canada
Quebec, Canada
$8.57K -$944K -15,668 -99%
PTC
186
Private Trust Company
Ohio
$8.03K +$1.26K +21 +20%
MRCM
187
M&R Capital Management
New Jersey
$7.83K – – –
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$5.81K +$3.8K +63 +233%
GRP
189
Global Retirement Partners
California
$5.09K – – –
CFO
190
CVA Family Office
Colorado
$4.39K – – –
NIC
191
Northwest Investment Counselors
Oregon
$4.39K – – –
IA
192
IFP Advisors
Florida
$4.2K -$60 -1 -0.7%
AF
193
Allworth Financial
California
$4.18K +$1.75K +29 +81%
Franklin Resources
194
Franklin Resources
California
$4.05K – – –
WTA
195
Washington Trust Advisors
Massachusetts
$3.1K – – –
SWM
196
Spire Wealth Management
Virginia
$2.7K – – –
IFAM
197
Institutional & Family Asset Management
Colorado
$2.36K -$60 -1 -3%
C
198
Covestor
United Kingdom
$2K -$181 -3 -9%
CAL
199
Capital Analysts LLC
Pennsylvania
$2K – – –
WT
200
Whittier Trust
California
$1.89K +$844 +14 +93%
6 7
8
9 10

FWONA Hedge Fund Activity: Q1 2023 in Review

240 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Liberty Media Series A (FWONA) for Q1 2023, worth a combined $1.38B — up 21% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FWONA positions and 24 closed out — a net gain of 10 holders — while 59 added to existing stakes and 69 trimmed.

The largest buyer was Fort Baker Capital Management, adding an estimated $13M. The largest seller was Ancient Art, cutting an estimated $25.2M.

  • 240 institutional investors held Liberty Media Series A (FWONA) as of Q1 2023, up from 237 in Q4 2022.
  • Funds reported $1.38B of Liberty Media Series A stock for Q1 2023, up 21% quarter-over-quarter.
  • 34 funds opened new Liberty Media Series A positions in Q1 2023 and 24 closed out, a net change of +10 holders.
  • The largest Liberty Media Series A buyer in Q1 2023 was Fort Baker Capital Management, an estimated $13M added.
  • The largest Liberty Media Series A seller in Q1 2023 was Ancient Art, an estimated $25.2M sold.

Based on aggregated 13F filings for Q1 2023.