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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
AF
426
Advisornet Financial
Minnesota
$984 +$1.01K +15 New
MCM
427
MV Capital Management
Maryland
$853 +$805 +12 +1,200%
MPWT
428
MassMutual Private Wealth & Trust
Connecticut
$722 +$201 +3 +38%
IRC
429
Investors Research Corp
Georgia
$656
IA
430
IFP Advisors
Florida
$590 +$201 +3 +50%
TWD
431
True Wealth Design
Ohio
$525 +$268 +4 +100%
SAM
432
Smartleaf Asset Management
Massachusetts
$468 +$470 +7 New
FCA
433
FinTrust Capital Advisors
South Carolina
$460
VCM
434
Versant Capital Management
Arizona
$394
MAWCM
435
Mine & Arao Wealth Creation & Management
California
$394 +$403 +6 New
SFA
436
Semmax Financial Advisors
North Carolina
$345
RCM
437
Raleigh Capital Management
North Carolina
$328
CA
438
CoreCap Advisors
Michigan
$262 +$268 +4 New
LFA
439
LGT Financial Advisors
Texas
$197
NFSG
440
Newbridge Financial Services Group
Florida
$197
SSB
441
Sandy Spring Bank
Maryland
$132 +$134 +2 New
LFG
442
Larson Financial Group
Missouri
$66
RG
443
Retirement Group
California
$66
AssetMark Inc
444
AssetMark Inc
California
$66 +$67 +1 New
N
445
Natixis
France
$66 +$67 +1 New
TFM
446
TFC Financial Management
Massachusetts
$66 +$67 +1 New
DWM
447
Dogwood Wealth Management
Kansas
$2
Point72 Asset Management
448
Point72 Asset Management
Connecticut
-$67.5M -1,069,779 Closed
DSA
449
Davis Selected Advisers
Arizona
-$16.3M -257,802 Closed
ACM
450
Atika Capital Management
New York
-$13.9M -220,000 Closed

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.