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Liberty Media Series A

229 hedge funds and large institutions have $1.18B invested in Liberty Media Series A in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $4.88M | Put options by funds: $3.08M

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

13% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 63

3% more funds holding

Funds holding: 222229 (+7)

1% more capital invested

Capital invested by funds: $1.17B → $1.18B (+$5.93M)

0.67% less ownership

Funds ownership: 84.31%83.64% (-0.67%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
229
Holders Change
+7
Holders Change %
+3.15%
% of All Funds
3.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
31
Increased
71
Reduced
63
Closed
23
Calls
$4.88M
Puts
$3.08M
Net Calls
+$1.81M
Net Calls Change
-$9.91M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
176
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10.1K -$4.83K -80 -33%
DAM
177
Delta Asset Management
Tennessee
$9.4K
PGAM
178
Princeton Global Asset Management
New Jersey
$9.22K
BCWM
179
Bartlett & Co Wealth Management
Ohio
$8.99K
TWC
180
TD Waterhouse Canada
Ontario, Canada
$8.87K
National Bank of Canada
181
National Bank of Canada
Quebec, Canada
$8.77K +$121 +2 +1%
GIA
182
GHP Investment Advisors
Colorado
$8.63K
AWM
183
Avior Wealth Management
Nebraska
$7.99K +$8.21K +136 New
PTC
184
Private Trust Company
Ohio
$6.81K -$604 -10 -8%
MRCM
185
M&R Capital Management
New Jersey
$6.81K
RIM
186
Ranger Investment Management
Texas
$6.7K +$5.25K +87 +322%
GRP
187
Global Retirement Partners
California
$6.34K
MG
188
Mather Group
Illinois
$4.06K +$4.23K +70 New
SS
189
Sunbelt Securities
Texas
$3.99K +$4.11K +68 New
CFO
190
CVA Family Office
Colorado
$3.82K
NIC
191
Northwest Investment Counselors
Oregon
$3.82K +$3.92K +65 New
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$3.52K -$3.02K -50 -45%
CI Investments Inc
193
CI Investments Inc
Ontario, Canada
$3K +$544 +9 +26%
FHA
194
First Horizon Advisors
Tennessee
$2.58K -$1.15K -19 -30%
HNB
195
Huntington National Bank
Ohio
$1.83K +$1.69K +28 +933%
HI
196
Harbour Investments
Wisconsin
$1.82K +$1.87K +31 New
FFA
197
Farther Finance Advisors
California
$1.7K +$966 +16 +123%
FGA
198
Fortis Group Advisors
New Jersey
$1.47K -$1.51K -25 -50%
HCM
199
Highlander Capital Management
New Jersey
$1.47K
OIA
200
Optimum Investment Advisors
Illinois
$1.47K

FWONA Hedge Fund Activity: Q1 2024 in Review

229 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Liberty Media Series A (FWONA) for Q1 2024, worth a combined $1.18B — up 0.51% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FWONA positions and 23 closed out — a net gain of 8 holders — while 71 added to existing stakes and 63 trimmed.

The largest buyer was Mirabella Financial Services, opening a new position worth an estimated $16.9M. The largest seller was Vanguard Group, cutting an estimated $28.6M.

  • 229 institutional investors held Liberty Media Series A (FWONA) as of Q1 2024, up from 222 in Q4 2023.
  • Funds reported $1.18B of Liberty Media Series A stock for Q1 2024, up 0.51% quarter-over-quarter.
  • 31 funds opened new Liberty Media Series A positions in Q1 2024 and 23 closed out, a net change of +8 holders.
  • The largest Liberty Media Series A buyer in Q1 2024 was Mirabella Financial Services, an estimated $16.9M added.
  • The largest Liberty Media Series A seller in Q1 2024 was Vanguard Group, an estimated $28.6M sold.

Based on aggregated 13F filings for Q1 2024.