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Liberty Media Series A

237 hedge funds and large institutions have $1.14B invested in Liberty Media Series A in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

3% more funds holding

Funds holding: 229237 (+8)

1.04% more ownership

Funds ownership: 92.28%93.32% (+1%)

3% more capital invested

Capital invested by funds: $1.11B → $1.14B (+$34.6M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

8% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 65

31% less call options, than puts

Call options by funds: $5.28M | Put options by funds: $7.63M

Holders
237
Holders Change
+8
Holders Change %
+3.49%
% of All Funds
3.81%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
34
Increased
60
Reduced
65
Closed
20
Calls
$5.28M
Puts
$7.63M
Net Calls
-$2.36M
Net Calls Change
-$3.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
201
Parkside Financial Bank & Trust
Missouri
$962 +$509 +10 +111%
JWA
202
JFS Wealth Advisors
Pennsylvania
$908 -$102 -2 -10%
DAM
203
Delta Asset Management
Tennessee
$855 +$865 +17 New
BWM
204
BerganKDV Wealth Management
Minnesota
$801
CFGS
205
Concourse Financial Group Securities
Alabama
$801
WT
206
Whittier Trust
California
$748
CWC
207
Carolinas Wealth Consulting
North Carolina
$641
TCOV
208
Trust Company of Vermont
Vermont
$588
BBPWM
209
Blue Bell Private Wealth Management
Pennsylvania
$534
CFFP
210
Center for Financial Planning
Michigan
$534
SC
211
Schubert & Co
Texas
$427 -$305 -6 -43%
TWA
212
TCI Wealth Advisors
Arizona
$427 +$356 +7 +700%
SIC
213
SJS Investment Consulting
Ohio
$267 +$102 +2 +67%
AF
214
Advisornet Financial
Minnesota
$267 +$254 +5 New
FFA
215
Farther Finance Advisors
California
$267 +$254 +5 New
CS
216
Credit Suisse
Switzerland
$214 -$6.66K -131 -97%
DI
217
Disciplined Investments
Oklahoma
$214
FWM
218
Focused Wealth Management
New York
$214
ZIG
219
Zullo Investment Group
Pennsylvania
$214
SPIA
220
Steward Partners Investment Advisory
New York
$160 -$916 -18 -86%
FCA
221
FinTrust Capital Advisors
South Carolina
$160
VCM
222
Versant Capital Management
Arizona
$160
William Blair & Company
223
William Blair & Company
Illinois
$160
CPG
224
Cornerstone Planning Group
New Jersey
$118 +$102 +2 New
WT
225
Washington Trust
Rhode Island
$107