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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
CSC
376
Caldwell Sutter Capital
California
$12.8K
OLVIG
377
Oliver Lagore Vanvalin Investment Group
Michigan
$12.7K +$3.99K +59 +50%
PA
378
Parallel Advisors
California
$12.6K
Northwestern Mutual Wealth Management
379
Northwestern Mutual Wealth Management
Wisconsin
$12.4K -$128K -1,896 -92%
NIC
380
Northwest Investment Counselors
Oregon
$9.8K
Loomis, Sayles & Company
381
Loomis, Sayles & Company
Massachusetts
$9K +$4.33K +64 +108%
PH
382
Pinnacle Holdings
Oklahoma
$8.9K +$8.32K +123 New
FMII
383
Farmers & Merchants Investments Inc
Nebraska
$8.76K
ASN
384
Advisory Services Network
Georgia
$8.68K -$31.8K -470 -80%
AP
385
Arlington Partners
Alabama
$8.68K +$8.11K +120 New
RFG
386
RFP Financial Group
Georgia
$8.01K
EARNEST Partners
387
EARNEST Partners
Georgia
$7.11K
JWA
388
JFS Wealth Advisors
Pennsylvania
$7.04K +$676 +10 +11%
WTA
389
Washington Trust Advisors
Massachusetts
$6.29K -$68 -1 -1%
GWS
390
Glassman Wealth Services
Virginia
$5.91K
IFAM
391
Institutional & Family Asset Management
Colorado
$5.39K -$270 -4 -5%
RTL
392
Red Tortoise LLC
Georgia
$5.24K
BTI
393
Blue Trust Inc
Georgia
$5K +$3.45K +51 +124%
QCG
394
Quadrant Capital Group
Ohio
$4.94K
AF
395
Allworth Financial
California
$4.34K
SPIA
396
Steward Partners Investment Advisory
New York
$4.34K +$68 +1 +2%
SC
397
Schubert & Co
Texas
$4.27K +$811 +12 +26%
OIA
398
Optimum Investment Advisors
Illinois
$3.74K
FCAG
399
First Capital Advisors Group
New Jersey
$3.29K
MFT
400
Moisand Fitzgerald Tamayo
Florida
$3.14K

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.