We are live on ! Find out more
FWONK icon

Liberty Media Series C

335 hedge funds and large institutions have $8.79B invested in Liberty Media Series C in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 94 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 26

10% more capital invested

Capital invested by funds: $8B → $8.79B (+$787M)

9% more funds holding

Funds holding: 306335 (+29)

0.78% less ownership

Funds ownership: 98.19%97.41% (-0.78%)

2% less call options, than puts

Call options by funds: $657K | Put options by funds: $671K

10% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 105

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
335
Holders Change
+29
Holders Change %
+9.48%
% of All Funds
6.6%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.26%
New
55
Increased
94
Reduced
105
Closed
26
Calls
$657K
Puts
$671K
Net Calls
-$14K
Net Calls Change
-$243K
Name Holding Trade Value Shares
Change
Change in
Stake
DZ Bank
251
DZ Bank
Germany
$51.1K +$48.5K +1,164 New
S
252
SignatureFD
Georgia
$50K +$22.5K +541 +93%
CAW
253
Cornerstone Advisors (Washington)
Washington
$40K +$1.42K +34 +4%
Bessemer Group
254
Bessemer Group
New Jersey
$37K
WT
255
Whittier Trust
California
$35K +$417 +10 +1%
DWA
256
Dougherty Wealth Advisers
Minnesota
$34K
Acadian Asset Management
257
Acadian Asset Management
Massachusetts
$34K +$31.6K +759 New
Rockefeller Capital Management
258
Rockefeller Capital Management
New York
$33K -$24.2K -582 -44%
ACM
259
Allred Capital Management
Texas
$32.1K +$30.1K +723 New
PI
260
PineBridge Investments
New York
$31K +$29.4K +706 New
HDIM
261
Hanson & Doremus Investment Management
Vermont
$29K
LWCFA
262
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K
FHA
263
First Horizon Advisors
Tennessee
$22K
HWA
264
Heritage Wealth Advisors
Virginia
$20K
HNB
265
Huntington National Bank
Ohio
$20K +$19K +455 New
MRCM
266
M&R Capital Management
New Jersey
$18K -$1.29K -31 -7%
SBL
267
Sargent Bickham Lagudis
Colorado
$16K
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$15K
TPWA
269
TRUE Private Wealth Advisors
Oregon
$14K +$14K +336 New
SFS
270
Sowell Financial Services
Arkansas
$13K +$10K +240 +558%
VCM
271
Versant Capital Management
Arizona
$12K -$958 -23 -8%
PO
272
Private Ocean
California
$12K
BCA
273
Berman Capital Advisors
Georgia
$11K
EWP
274
Engrave Wealth Partners
Texas
$11K +$10.3K +248 New
AA
275
Advisory Alpha
Michigan
$10.4K +$1.29K +31 +15%

FWONK Hedge Fund Activity: Q4 2019 in Review

335 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Liberty Media Series C (FWONK) for Q4 2019, worth a combined $8.79B — up 9.8% from $8B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new FWONK positions and 26 closed out — a net gain of 29 holders — while 94 added to existing stakes and 105 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $32.9M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $83.7M.

  • 335 institutional investors held Liberty Media Series C (FWONK) as of Q4 2019, up from 306 in Q3 2019.
  • Funds reported $8.79B of Liberty Media Series C stock for Q4 2019, up 9.8% quarter-over-quarter.
  • 55 funds opened new Liberty Media Series C positions in Q4 2019 and 26 closed out, a net change of +29 holders.
  • The largest Liberty Media Series C buyer in Q4 2019 was Point72 Asset Management, an estimated $32.9M added.
  • The largest Liberty Media Series C seller in Q4 2019 was Ruane, Cunniff & Goldfarb, an estimated $83.7M sold.

Based on aggregated 13F filings for Q4 2019.