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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 %
ZB
376
Zions Bancorporation
Utah
$10.4K 164 – –
PP
377
PFS Partners
New Jersey
$10.1K 160 – –
C
378
Covestor
United Kingdom
$10K 165 – –
HCM
379
Hollencrest Capital Management
California
$9.47K 150 +150 New
BCWM
380
Bartlett & Co Wealth Management
Ohio
$8.78K 306 – –
LC
381
Lindbrook Capital
California
$8.46K 134 -282 -68%
SWM
382
Spire Wealth Management
Virginia
$8.33K 132 +26 +25%
WTA
383
Washington Trust Advisors
Massachusetts
$7.97K 126 -23 -15%
FMII
384
Farmers & Merchants Investments Inc
Nebraska
$7.39K 117 – –
PFBT
385
Parkside Financial Bank & Trust
Missouri
$7.01K 111 -167 -60%
BTI
386
Blue Trust Inc
Georgia
$7K 114 +45 +65%
AF
387
Allworth Financial
California
$6.88K 109 +4 +4%
ASN
388
Advisory Services Network
Georgia
$6.76K 107 +107 New
FGA
389
Fortis Group Advisors
New Jersey
$6.31K 100 -2,676 -96%
CA
390
Clearstead Advisors
Ohio
$5.62K 89 +89 New
FFA
391
Farther Finance Advisors
California
$4.67K 74 +44 +147%
SWS
392
SYSTM Wealth Solutions
Illinois
$4.61K 73 +73 New
RTL
393
Red Tortoise LLC
Georgia
$4.42K 70 – –
QCG
394
Quadrant Capital Group
Ohio
$4.04K 64 -2 -3%
LAM
395
Lummis Asset Management
Texas
$3.66K 58 +58 New
SPIA
396
Steward Partners Investment Advisory
New York
$3.41K 54 – –
HCM
397
Highlander Capital Management
New Jersey
$3.35K 53 – –
OIA
398
Optimum Investment Advisors
Illinois
$3.16K 50 – –
BWM
399
Baystate Wealth Management
Massachusetts
$2.97K 47 +47 New
CPG
400
Cornerstone Planning Group
New Jersey
$2.9K 46 +31 +207%
14 15
16
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