FWONK icon

Liberty Media Series C
FWONK

Overview Fund Activity

431 hedge funds and large institutions have $12.8B invested in Liberty Media Series C in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 150 increasing their positions, 139 reducing their positions, and 42 closing their positions.

Holders
431
Holders Change
+9
Holders Change %
+2.13%
% of All Funds
6.32%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
56
Increased
150
Reduced
139
Closed
42
Calls
$25M
Puts
$1.42M
Net Calls
+$23.6M
Net Calls Change
+$8.81M

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$156M
2
JCAM
2
Jericho Capital Asset Management
New York
$97M
3
Morgan Stanley
3
Morgan Stanley
New York
$173M
4
FPP
4
Findlay Park Partners
United Kingdom
$139M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$392M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$519M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$386M
3
CIA
3
Caledonia Investments (Australia)
Australia
$811M
4
Invesco
4
Invesco
Georgia
$37M
5
ACM
5
Ashe Capital Management
New Jersey
$252M
Name Market Value Shares Shares
Change 		Shares
Change %
SWC
351
Spectrum Wealth Counsel
Indiana
$41.4K 655 +655 New
Northwestern Mutual Wealth Management
352
Northwestern Mutual Wealth Management
Wisconsin
$40.4K 640 +144 +29%
LWCFA
353
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33.5K 498 – –
TWM
354
Tradition Wealth Management
Minnesota
$31K 492 – –
NA
355
NewEdge Advisors
Louisiana
$29.2K 462 +175 +61%
HWA
356
Heritage Wealth Advisors
Virginia
$27.5K 436 – –
S
357
SignatureFD
Georgia
$22.1K 350 – –
GI
358
GAMMA Investing
California
$21.9K 326 +326 New
CFO
359
CVA Family Office
Colorado
$21.8K 345 +345 New
SL
360
Salomon & Ludwin
Virginia
$20.7K 333 – –
DAM
361
Delta Asset Management
Tennessee
$20.2K 320 – –
PGAM
362
Princeton Global Asset Management
New Jersey
$19.9K 315 – –
BCV
363
Banque Cantonale Vaudoise
Switzerland
$19K 300 -3,300 -92%
BC
364
Bartlett & Co
Ohio
$19K 306 – –
BIA
365
Bell Investment Advisors
California
$18.1K 287 -10 -3%
OLVIG
366
Oliver Lagore Vanvalin Investment Group
Michigan
$17.8K 282 +121 +75%
PTC
367
Private Trust Company
Ohio
$17.7K 280 – –
MRCM
368
M&R Capital Management
New Jersey
$15.1K 239 – –
NS
369
NBC Securities
Alabama
$15K 245 – –
CPG
370
Custom Portfolio Group
Colorado
$14K 222 +222 New
IFAM
371
Institutional & Family Asset Management
Colorado
$12.1K 192 +3 +2%
CAL
372
Capital Advisors Ltd
Ohio
$11K 167 – –
PO
373
Private Ocean
California
$10.9K 173 – –
CSC
374
Caldwell Sutter Capital
California
$10.8K 171 – –
PA
375
Parallel Advisors
California
$10.6K 168 – –
13 14
15
16 17