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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
WPWM
351
Western Pacific Wealth Management
Illinois
$52.4K
WT
352
Whittier Trust
California
$47K +$811 +12 +2%
PCM
353
Pointe Capital Management
Michigan
$44.9K +$42K +621 New
BAMF
354
BI Asset Management Fondsmaeglerselskab
Denmark
$40K +$27.2K +402 +272%
LWCFA
355
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37.3K
TWM
356
Tradition Wealth Management
Minnesota
$37K
NL
357
NVWM LLC
Pennsylvania
$36K +$5.88K +87 +21%
HWA
358
Heritage Wealth Advisors
Virginia
$32.6K
LC
359
Lindbrook Capital
California
$31.1K
JIR
360
James Investment Research
Ohio
$30K +$28.4K +420 New
S
361
SignatureFD
Georgia
$26.2K -$3.65K -54 -13%
CFO
362
CVA Family Office
Colorado
$26.2K +$338 +5 +1%
PGAM
363
Princeton Global Asset Management
New Jersey
$23.6K
BIA
364
Bell Investment Advisors
California
$23K +$1.49K +22 +7%
BC
365
Bartlett & Co
Ohio
$23K
BCWM
366
Bartlett & Co Wealth Management
Ohio
$22.9K
PFBT
367
Parkside Financial Bank & Trust
Missouri
$21K +$338 +5 +2%
CWM
368
Cranbrook Wealth Management
Michigan
$19.8K
PO
369
Private Ocean
California
$18.9K +$17.6K +261 New
PTC
370
Private Trust Company
Ohio
$18.5K
MRCM
371
M&R Capital Management
New Jersey
$17.9K
CPFP
372
Clear Perspectives Financial Planning
Ohio
$14.8K
CSPIA
373
Cary Street Partners Investment Advisory
Virginia
$14.6K
ZB
374
Zions Bancorporation
Utah
$13.5K -$1.42K -21 -10%
C
375
Covestor
United Kingdom
$13K -$473 -7 -4%

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.