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Liberty Media Series C

447 hedge funds and large institutions have $13.3B invested in Liberty Media Series C in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 155 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $52.1M | Put options by funds: $33.1M

47% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 43

16% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 134

3% more funds holding

Funds holding: 435447 (+12)

4% more capital invested

Capital invested by funds: $12.9B → $13.3B (+$489M)

0.15% less ownership

Funds ownership: 97.82%97.67% (-0.15%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
447
Holders Change
+12
Holders Change %
+2.76%
% of All Funds
6.44%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
63
Increased
155
Reduced
134
Closed
43
Calls
$52.1M
Puts
$33.1M
Net Calls
+$19M
Net Calls Change
-$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
376
Custom Portfolio Group
Colorado
$14.6K
MG
377
Mather Group
Illinois
$14.2K +$15.1K +225 New
CA
378
Crewe Advisors
Utah
$13.3K +$13.6K +203 New
IFAM
379
Institutional & Family Asset Management
Colorado
$12.1K -$537 -8 -4%
PO
380
Private Ocean
California
$11.3K
CSC
381
Caldwell Sutter Capital
California
$11.2K
PA
382
Parallel Advisors
California
$11K
CAL
383
Capital Advisors Ltd
Ohio
$11K
PFBT
384
Parkside Financial Bank & Trust
Missouri
$10.8K +$3.62K +54 +49%
PP
385
PFS Partners
New Jersey
$10.5K
ZB
386
Zions Bancorporation
Utah
$10.2K -$537 -8 -5%
Northwestern Mutual Wealth Management
387
Northwestern Mutual Wealth Management
Wisconsin
$9.25K -$33.5K -499 -78%
GRP
388
Global Retirement Partners
California
$9.05K +$8.59K +128 +1,280%
LC
389
Lindbrook Capital
California
$8.79K
NIC
390
Northwest Investment Counselors
Oregon
$8.59K +$8.79K +131 New
CA
391
Continuum Advisory
Idaho
$8.47K +$7.99K +119 New
FMII
392
Farmers & Merchants Investments Inc
Nebraska
$7.67K
AF
393
Allworth Financial
California
$7.15K
SPIA
394
Steward Partners Investment Advisory
New York
$6.89K +$3.42K +51 +94%
CPBTD
395
Central Pacific Bank - Trust Division
Hawaii
$6.55K +$6.71K +100 New
CA
396
Clearstead Advisors
Ohio
$6.14K
WTA
397
Washington Trust Advisors
Massachusetts
$5.75K -$2.55K -38 -30%
FFA
398
Farther Finance Advisors
California
$5.64K +$805 +12 +16%
EWA
399
EverSource Wealth Advisors
Alabama
$5.6K +$5.37K +80 New
SWS
400
SYSTM Wealth Solutions
Illinois
$4.79K

FWONK Hedge Fund Activity: Q1 2024 in Review

447 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Liberty Media Series C (FWONK) for Q1 2024, worth a combined $13.3B — up 3.8% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new FWONK positions and 43 closed out — a net gain of 20 holders — while 155 added to existing stakes and 134 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $310M. The largest seller was T. Rowe Price Associates, cutting an estimated $488M.

  • 447 institutional investors held Liberty Media Series C (FWONK) as of Q1 2024, up from 435 in Q4 2023.
  • Funds reported $13.3B of Liberty Media Series C stock for Q1 2024, up 3.8% quarter-over-quarter.
  • 63 funds opened new Liberty Media Series C positions in Q1 2024 and 43 closed out, a net change of +20 holders.
  • The largest Liberty Media Series C buyer in Q1 2024 was Schroder Investment Management Group, an estimated $310M added.
  • The largest Liberty Media Series C seller in Q1 2024 was T. Rowe Price Associates, an estimated $488M sold.

Based on aggregated 13F filings for Q1 2024.