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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
OIA
201
Optimum Investment Advisors
Illinois
$1.69K – – –
GWS
202
Glassman Wealth Services
Virginia
$1.55K – – –
WTC
203
WhitTier Trust Company
Nevada
$1.48K – – –
PFBT
204
Parkside Financial Bank & Trust
Missouri
$1.22K – – –
JWA
205
JFS Wealth Advisors
Pennsylvania
$1.15K – – –
DAM
206
Delta Asset Management
Tennessee
$1.08K – – –
BWM
207
BerganKDV Wealth Management
Minnesota
$1.01K – – –
CFGS
208
Concourse Financial Group Securities
Alabama
$1.01K – – –
HCM
209
Highlander Capital Management
New Jersey
$1K – – –
ONST
210
Old North State Trust
North Carolina
$1K – – –
SC
211
Schubert & Co
Texas
$878 +$362 +6 +75%
TCOV
212
Trust Company of Vermont
Vermont
$743 – – –
CWC
213
Carolinas Wealth Consulting
North Carolina
$675 -$181 -3 -23%
BBPWM
214
Blue Bell Private Wealth Management
Pennsylvania
$675 – – –
CFFP
215
Center for Financial Planning
Michigan
$675 – – –
MC
216
Machina Capital
France
$675 +$603 +10 New
TWA
217
TCI Wealth Advisors
Arizona
$608 +$60 +1 +13%
AP
218
Arlington Partners
Alabama
$608 +$542 +9 New
BIA
219
Bell Investment Advisors
California
$540 +$482 +8 New
JGIA
220
Jackson Grant Investment Advisers
Connecticut
$540 +$482 +8 New
William Blair & Company
221
William Blair & Company
Illinois
$473 +$241 +4 +133%
AF
222
Advisornet Financial
Minnesota
$405 +$60 +1 +20%
FFA
223
Farther Finance Advisors
California
$338 – – –
SIC
224
SJS Investment Consulting
Ohio
$338 – – –
DI
225
Disciplined Investments
Oklahoma
$338 +$60 +1 +25%
7 8
9
10 11

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.