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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
IFAM
201
Institutional & Family Asset Management
Colorado
$1.41K -$60 -1 -4%
CA
202
Clearstead Advisors
Ohio
$1.3K
PFBT
203
Parkside Financial Bank & Trust
Missouri
$1.12K
WTC
204
WhitTier Trust Company
Nevada
$1.11K
C
205
Covestor
United Kingdom
$1K +$121 +2 +9%
FPB
206
First PREMIER Bank
South Dakota
$1K +$906 +15 New
WTA
207
Washington Trust Advisors
Massachusetts
$958 +$121 +2 +14%
JWA
208
JFS Wealth Advisors
Pennsylvania
$940 -$60 -1 -6%
SPIA
209
Steward Partners Investment Advisory
New York
$940 +$725 +12 +300%
CFGS
210
Concourse Financial Group Securities
Alabama
$881
NCM
211
Northwest Capital Management
Oregon
$822
PWMG
212
Private Wealth Management Group
New Jersey
$705
CA
213
CoreCap Advisors
Michigan
$646 +$664 +11 New
S
214
Sachetta
Massachusetts
$638
CFFP
215
Center for Financial Planning
Michigan
$588
BBPWM
216
Blue Bell Private Wealth Management
Pennsylvania
$587
GJWM
217
Gilliland Jeter Wealth Management
Arkansas
$470 +$483 +8 New
SWS
218
SYSTM Wealth Solutions
Illinois
$353
DPW
219
DiNuzzo Private Wealth
Pennsylvania
$294
SIC
220
SJS Investment Consulting
Ohio
$294
MCM
221
MV Capital Management
Maryland
$235 +$242 +4 New
FCA
222
FinTrust Capital Advisors
South Carolina
$177
SFA
223
Semmax Financial Advisors
North Carolina
$124
TWD
224
True Wealth Design
Ohio
$118 +$60 +1 +100%
FG
225
Fairman Group
Pennsylvania
$117

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.