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Liberty Media Series C

435 hedge funds and large institutions have $12.9B invested in Liberty Media Series C in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 150 increasing their positions, 141 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,660% more call options, than puts

Call options by funds: $25M | Put options by funds: $1.42M

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

2.95% more ownership

Funds ownership: 94.86%97.82% (+3%)

3% more funds holding

Funds holding: 424435 (+11)

6% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 141

5% more capital invested

Capital invested by funds: $12.3B → $12.9B (+$560M)

Holders
435
Holders Change
+11
Holders Change %
+2.59%
% of All Funds
6.34%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
58
Increased
150
Reduced
141
Closed
42
Calls
$25M
Puts
$1.42M
Net Calls
+$23.6M
Net Calls Change
+$8.81M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
376
Capital Advisors Ltd
Ohio
$11K
PO
377
Private Ocean
California
$10.9K
CSC
378
Caldwell Sutter Capital
California
$10.8K
PA
379
Parallel Advisors
California
$10.6K
ZB
380
Zions Bancorporation
Utah
$10.4K
PP
381
PFS Partners
New Jersey
$10.1K
C
382
Covestor
United Kingdom
$10K
HCM
383
Hollencrest Capital Management
California
$9.47K +$9.81K +150 New
BCWM
384
Bartlett & Co Wealth Management
Ohio
$8.78K
LC
385
Lindbrook Capital
California
$8.46K -$18.4K -282 -68%
SWM
386
Spire Wealth Management
Virginia
$8.33K +$1.7K +26 +25%
WTA
387
Washington Trust Advisors
Massachusetts
$7.97K -$1.5K -23 -15%
FMII
388
Farmers & Merchants Investments Inc
Nebraska
$7.39K
PFBT
389
Parkside Financial Bank & Trust
Missouri
$7.01K -$10.9K -167 -60%
BTI
390
Blue Trust Inc
Georgia
$7K +$2.94K +45 +65%
AF
391
Allworth Financial
California
$6.88K +$262 +4 +4%
ASN
392
Advisory Services Network
Georgia
$6.75K +$7K +107 New
FGA
393
Fortis Group Advisors
New Jersey
$6.31K -$175K -2,676 -96%
CA
394
Clearstead Advisors
Ohio
$5.62K +$5.82K +89 New
FFA
395
Farther Finance Advisors
California
$4.67K +$2.88K +44 +147%
SWS
396
SYSTM Wealth Solutions
Illinois
$4.61K +$4.78K +73 New
RTL
397
Red Tortoise LLC
Georgia
$4.42K
QCG
398
Quadrant Capital Group
Ohio
$4.04K -$131 -2 -3%
LAM
399
Lummis Asset Management
Texas
$3.66K +$3.79K +58 New
SPIA
400
Steward Partners Investment Advisory
New York
$3.41K

FWONK Hedge Fund Activity: Q4 2023 in Review

435 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Liberty Media Series C (FWONK) for Q4 2023, worth a combined $12.9B — up 4.6% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new FWONK positions and 42 closed out — a net gain of 16 holders — while 150 added to existing stakes and 141 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $161M. The largest seller was T. Rowe Price Associates, cutting an estimated $182M.

  • 435 institutional investors held Liberty Media Series C (FWONK) as of Q4 2023, up from 424 in Q3 2023.
  • Funds reported $12.9B of Liberty Media Series C stock for Q4 2023, up 4.6% quarter-over-quarter.
  • 58 funds opened new Liberty Media Series C positions in Q4 2023 and 42 closed out, a net change of +16 holders.
  • The largest Liberty Media Series C buyer in Q4 2023 was Schroder Investment Management Group, an estimated $161M added.
  • The largest Liberty Media Series C seller in Q4 2023 was T. Rowe Price Associates, an estimated $182M sold.

Based on aggregated 13F filings for Q4 2023.