We are live on ! Find out more
FWONK icon

Liberty Media Series C

444 hedge funds and large institutions have $15.3B invested in Liberty Media Series C in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 157 increasing their positions, 132 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more call options, than puts

Call options by funds: $22.7M | Put options by funds: $4.26M

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

25% more capital invested

Capital invested by funds: $12.2B → $15.3B (+$3.1B)

19% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 132

5% more funds holding

Funds holding: 424444 (+20)

0.17% more ownership

Funds ownership: 102.29%102.47% (+0.17%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
444
Holders Change
+20
Holders Change %
+4.72%
% of All Funds
7.08%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.37%
New
64
Increased
157
Reduced
132
Closed
36
Calls
$22.7M
Puts
$4.26M
Net Calls
+$18.4M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
251
Quantinno Capital Management
New York
$654K +$61.9K +916 +11%
MOS
252
MGO One Seven
Ohio
$648K +$33K +488 +6%
Corient Private Wealth
253
Corient Private Wealth
Florida
$634K +$592K +8,754 New
WorldQuant Millennium Advisors
254
WorldQuant Millennium Advisors
New York
$621K +$580K +8,585 New
XT
255
XTX Topco
Cayman Islands
$616K +$576K +8,518 New
Mercer Global Advisors
256
Mercer Global Advisors
Colorado
$581K -$3.85K -57 -0.7%
MYIA
257
Mount Yale Investment Advisors
Colorado
$572K +$156K +2,303 +41%
PP
258
Prudential plc
United Kingdom
$570K -$141K -2,087 -21%
Bank of Nova Scotia
259
Bank of Nova Scotia
Ontario, Canada
$538K -$17.5M -258,547 -97%
ETC
260
Exchange Traded Concepts
Oklahoma
$531K +$72.7K +1,075 +17%
BTWM
261
Baker Tilly Wealth Management
Wisconsin
$529K -$37.3K -551 -7%
APG Asset Management
262
APG Asset Management
Netherlands
$529K -$763K -11,285 -59%
KFA
263
Kelleher Financial Advisors
New York
$517K
William Blair & Company
264
William Blair & Company
Illinois
$487K +$7.37K +109 +2%
TPW
265
Transatlantique Private Wealth
New York
$478K
DC
266
Davenport & Co
Virginia
$475K -$203 -3 -0%
NL
267
NKCFO LLC
Illinois
$471K +$441K +6,516 New
PL
268
Plancorp LLC
Missouri
$463K +$433K +6,401 New
SCA
269
Snowden Capital Advisors
New York
$453K +$16K +237 +4%
Franklin Resources
270
Franklin Resources
California
$451K -$468K -6,920 -53%
ECM
271
Evergreen Capital Management
Washington
$431K +$676 +10 +0.2%
MRI
272
Mad River Investors
Massachusetts
$429K -$216K -3,189 -35%
KeyBank National Association
273
KeyBank National Association
Ohio
$423K -$2.57K -38 -0.6%
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$419K +$20.6K +304 +6%
OCM
275
Opti Capital Management
New York
$417K

FWONK Hedge Fund Activity: Q1 2023 in Review

444 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Liberty Media Series C (FWONK) for Q1 2023, worth a combined $15.3B — up 25% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new FWONK positions and 36 closed out — a net gain of 28 holders — while 157 added to existing stakes and 132 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $152M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $111M.

  • 444 institutional investors held Liberty Media Series C (FWONK) as of Q1 2023, up from 424 in Q4 2022.
  • Funds reported $15.3B of Liberty Media Series C stock for Q1 2023, up 25% quarter-over-quarter.
  • 64 funds opened new Liberty Media Series C positions in Q1 2023 and 36 closed out, a net change of +28 holders.
  • The largest Liberty Media Series C buyer in Q1 2023 was Schroder Investment Management Group, an estimated $152M added.
  • The largest Liberty Media Series C seller in Q1 2023 was Ruane, Cunniff & Goldfarb, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2023.