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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
ARS
401
Adirondack Retirement Specialists
New York
$3.1K
HCM
402
Highlander Capital Management
New Jersey
$3K
LFG
403
Larson Financial Group
Missouri
$2.92K +$2.71K +40 New
AF
404
Advisornet Financial
Minnesota
$2.84K +$338 +5 +15%
HGWM
405
Harvest Group Wealth Management
Massachusetts
$2.77K -$135 -2 -5%
DAM
406
Delta Asset Management
Tennessee
$2.4K
FFA
407
Farther Finance Advisors
California
$2.32K +$270 +4 +14%
WT
408
Washington Trust
Rhode Island
$2.25K
BWM
409
BerganKDV Wealth Management
Minnesota
$2.1K
SIC
410
SJS Investment Consulting
Ohio
$2.1K +$541 +8 +38%
CAL
411
Capital Advisors Ltd
Ohio
$2K -$10K -148 -86%
CIA
412
Cape Investment Advisory
Georgia
$1.95K +$1.83K +27 New
DI
413
Disciplined Investments
Oklahoma
$1.87K +$270 +4 +18%
SSC
414
Syverson Strege & Co
Iowa
$1.87K +$1.76K +26 New
CWC
415
Carolinas Wealth Consulting
North Carolina
$1.8K -$473 -7 -22%
TWA
416
TCI Wealth Advisors
Arizona
$1.8K +$135 +2 +9%
BAM
417
Bellevue Asset Management
Washington
$1.72K +$68 +1 +4%
TCOV
418
Trust Company of Vermont
Vermont
$1.65K -$10.5K -155 -87%
AIM
419
Anchor Investment Management
South Carolina
$1.5K
BBPWM
420
Blue Bell Private Wealth Management
Pennsylvania
$1.5K
CFFP
421
Center for Financial Planning
Michigan
$1.5K
NC
422
NewSquare Capital
Pennsylvania
$1.35K
CT
423
Colonial Trust
South Carolina
$1.35K +$406 +6 +46%
MHR
424
Matthew Hamilton Rosenberg
$1.27K
PC
425
Pecaut & Co
Iowa
$1.2K

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.