We are live on ! Find out more
FWONK icon

Liberty Media Series C

321 hedge funds and large institutions have $7.71B invested in Liberty Media Series C in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 76 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 25

58% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 76

34% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $3.65M

22% more funds holding in top 10

Funds holding in top 10: 1822 (+4)

19% more capital invested

Capital invested by funds: $6.47B → $7.71B (+$1.24B)

6% more funds holding

Funds holding: 303321 (+18)

0.82% less ownership

Funds ownership: 107.03%106.22% (-0.82%)

Holders
321
Holders Change
+18
Holders Change %
+5.94%
% of All Funds
7.35%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.5%
New
45
Increased
120
Reduced
76
Closed
25
Calls
$4.89M
Puts
$3.65M
Net Calls
+$1.24M
Net Calls Change
+$507K
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
251
Ropes Wealth Advisors
Massachusetts
$22K
WAM
252
Wealthspire Advisors (Maryland)
Maryland
$21K +$2.69K +88 +17%
FHA
253
First Horizon Advisors
Tennessee
$19K
LWCFA
254
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K
OGC
255
Oak Grove Capital
New Hampshire
$19K
PCP
256
Proficio Capital Partners
Massachusetts
$18K +$12K +394 +343%
FPFS
257
First Personal Financial Services
North Carolina
$17K -$45.4K -1,487 -76%
MRCM
258
M&R Capital Management
New Jersey
$17K
DAM
259
Delta Asset Management
Tennessee
$16K
RWP
260
RWA Wealth Partners
Massachusetts
$15K +$12.3K +404 New
SWA
261
Sutton Wealth Advisors
Florida
$14.7K
RFC
262
Regions Financial Corp
Alabama
$14K -$305 -10 -2%
SBL
263
Sargent Bickham Lagudis
Colorado
$13K
VFA
264
Valeo Financial Advisors
Indiana
$11K -$6.01K -197 -39%
CPIG
265
Chicago Partners Investment Group
Illinois
$9K -$641 -21 -8%
AC
266
Avestar Capital
New York
$9K +$1.68K +55 +16%
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$8K -$61 -2 -0.9%
WEC
268
Winslow Evans & Crocker
Massachusetts
$8K
CFA
269
Carroll Financial Associates
North Carolina
$8K +$397 +13 +6%
FC
270
Ferris Capital
Massachusetts
$7K
RCC
271
Red Cedar Capital
Nebraska
$7K
PA
272
Parallel Advisors
California
$6K -$275 -9 -5%
SPIA
273
Steward Partners Investment Advisory
New York
$6K +$3.42K +112 +255%
LA
274
Legacy Advisors
Pennsylvania
$6K +$4.7K +154 New
CI Investments Inc
275
CI Investments Inc
Ontario, Canada
$6K +$4.76K +156 New

FWONK Hedge Fund Activity: Q2 2018 in Review

321 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Liberty Media Series C (FWONK) for Q2 2018, worth a combined $7.71B — up 19% from $6.47B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new FWONK positions and 25 closed out — a net gain of 20 holders — while 120 added to existing stakes and 76 trimmed.

The largest buyer was Caledonia Investments (Australia), adding an estimated $161M. The largest seller was Soroban Capital Partners, cutting an estimated $360M.

  • 321 institutional investors held Liberty Media Series C (FWONK) as of Q2 2018, up from 303 in Q1 2018.
  • Funds reported $7.71B of Liberty Media Series C stock for Q2 2018, up 19% quarter-over-quarter.
  • 45 funds opened new Liberty Media Series C positions in Q2 2018 and 25 closed out, a net change of +20 holders.
  • The largest Liberty Media Series C buyer in Q2 2018 was Caledonia Investments (Australia), an estimated $161M added.
  • The largest Liberty Media Series C seller in Q2 2018 was Soroban Capital Partners, an estimated $360M sold.

Based on aggregated 13F filings for Q2 2018.