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Liberty Media Series C

231 hedge funds and large institutions have $6.16B invested in Liberty Media Series C in 2017 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 78 increasing their positions, 48 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more funds holding in top 10

Funds holding in top 10: 815 (+7)

84% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 31

63% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 48

51% more capital invested

Capital invested by funds: $4.08B → $6.16B (+$2.07B)

20.9% more ownership

Funds ownership: 72.36%93.26% (+21%)

12% more funds holding

Funds holding: 207231 (+24)

Holders
231
Holders Change
+24
Holders Change %
+11.59%
% of All Funds
5.76%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.37%
New
57
Increased
78
Reduced
48
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Parallel Advisors
California
$6K +$3.58K +108 +196%
IP
202
Intellectus Partners
California
$5K
PCP
203
Proficio Capital Partners
Massachusetts
$4K +$1.69K +51 +84%
BFEC
204
Benjamin F. Edwards & Company
Missouri
$3K
TWA
205
TCI Wealth Advisors
Arizona
$3K
SWA
206
Sutton Wealth Advisors
Florida
$2.42K
BWM
207
Baystate Wealth Management
Massachusetts
$2K
BWA
208
BDO Wealth Advisors
Florida
$2K +$1.46K +44 New
TRCT
209
Tower Research Capital (TRC)
New York
$2K +$1.86K +56 New
OIA
210
OneDigital Investment Advisors
Kansas
$2K +$1.99K +60 New
Manulife (Manufacturers Life Insurance)
211
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K -$1.15M -34,639 -100%
FHA
212
First Horizon Advisors
Tennessee
$1K -$564 -17 -21%
AssetMark Inc
213
AssetMark Inc
California
$1K
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$1K
CAW
215
Cornerstone Advisors (Washington)
Washington
$1K
HCM
216
Highlander Capital Management
New Jersey
$1K
IIC
217
Integrated Investment Consultants
Michigan
$1K
TDC
218
Thompson Davis & Co
Virginia
$1K
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$1K +$100 +3 +14%
SPIA
220
Steward Partners Investment Advisory
New York
$1K +$232 +7 +22%
WAM
221
Wealthspire Advisors (Maryland)
Maryland
$1K +$531 +16 +100%
AIM
222
Anchor Investment Management
South Carolina
$732
ECP
223
Empyrean Capital Partners
California
-$8.6M -260,335 Closed
KBC Group
224
KBC Group
Belgium
-$5.44M -164,692 Closed
SFM
225
Soros Fund Management
New York
-$5.26M -159,207 Closed

FWONK Hedge Fund Activity: Q2 2017 in Review

231 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Liberty Media Series C (FWONK) for Q2 2017, worth a combined $6.16B — up 51% from $4.08B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new FWONK positions and 31 closed out — a net gain of 26 holders — while 78 added to existing stakes and 48 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $214M. The largest seller was Waddell & Reed Financial, cutting an estimated $240M.

  • 231 institutional investors held Liberty Media Series C (FWONK) as of Q2 2017, up from 207 in Q1 2017.
  • Funds reported $6.16B of Liberty Media Series C stock for Q2 2017, up 51% quarter-over-quarter.
  • 57 funds opened new Liberty Media Series C positions in Q2 2017 and 31 closed out, a net change of +26 holders.
  • The largest Liberty Media Series C buyer in Q2 2017 was Fidelity Investments, an estimated $214M added.
  • The largest Liberty Media Series C seller in Q2 2017 was Waddell & Reed Financial, an estimated $240M sold.

Based on aggregated 13F filings for Q2 2017.