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Liberty Media Series C

190 hedge funds and large institutions have $907M invested in Liberty Media Series C in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 8 increasing their positions, 159 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% less funds holding

Funds holding: 340190 (-150)

86% less capital invested

Capital invested by funds: $6.33B → $907M (-$5.42B)

86% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 170

88% less funds holding in top 10

Funds holding in top 10: 172 (-15)

95% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 159

Holders
190
Holders Change
-150
Holders Change %
-44.12%
% of All Funds
5.07%
Holding in Top 10
2
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-88.24%
% of All Funds
0.05%
New
23
Increased
8
Reduced
159
Closed
170
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Southeastern Asset Management
Tennessee
$158M +$167M +8,589,245 New
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$94.8M -$449M -23,084,112 -82%
ACM
3
Ashe Capital Management
New Jersey
$62.5M +$37.7M +1,934,956 +131%
SCP
4
Seizert Capital Partners
Michigan
$60.4M -$13.9M -714,163 -18%
Vanguard Group
5
Vanguard Group
Pennsylvania
$55.4M -$161M -8,258,876 -73%
ClearBridge Investments
6
ClearBridge Investments
New York
$42.5M -$205M -10,507,153 -82%
KCM
7
Kensico Capital Management
Connecticut
$31.6M -$122M -6,281,813 -78%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$30M -$143M -7,349,764 -82%
Principal Financial Group
9
Principal Financial Group
Iowa
$25.5M -$118M -6,080,085 -81%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$23.5M -$159M -8,170,007 -86%
BIT
11
BlackRock Institutional Trust
California
$23.1M -$110M -5,661,476 -82%
HK
12
Horizon Kinetics
New York
$23M -$123M -6,306,121 -83%
BFA
13
BlackRock Fund Advisors
California
$21.2M -$28.2M -1,446,716 -56%
WIM
14
Weitz Investment Management
Nebraska
$19.5M -$99M -5,086,299 -83%
TSW
15
Thompson Siegel & Walmsley
Virginia
$17.4M -$30.1M -1,547,626 -62%
State Street
16
State Street
Massachusetts
$16.4M -$82.7M -4,250,353 -83%
BA
17
BlackRock Advisors
Delaware
$13.9M -$69.2M -3,557,631 -82%
Northern Trust
18
Northern Trust
Illinois
$11M -$9.83M -504,788 -46%
Bank of America
19
Bank of America
North Carolina
$8.87M -$19.4M -994,526 -67%
BG
20
BlackRock Group
United Kingdom
$7.79M -$56.4M -2,897,282 -87%
CC
21
CQS Cayman
Cayman Islands
$6.66M +$1.03M +52,937 +17%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$6.53M -$30.9M -1,586,890 -82%
GI
23
GAMCO Investors
Connecticut
$6.5M -$28.5M -1,462,333 -80%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$6.19M -$27.9M -1,432,949 -81%
BAMCO Inc
25
BAMCO Inc
New York
$5.69M -$27M -1,385,046 -82%

FWONK Hedge Fund Activity: Q2 2016 in Review

190 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Liberty Media Series C (FWONK) for Q2 2016, worth a combined $907M — down 86% from $6.33B a quarter earlier.

Sellers outnumbered buyers: 170 funds closed out of FWONK and 23 opened new positions — a net loss of 147 holders — while 159 trimmed existing stakes and 8 added.

The largest buyer was Southeastern Asset Management, opening a new position worth an estimated $167M. The largest seller was Berkshire Hathaway, cutting an estimated $449M.

  • 190 institutional investors held Liberty Media Series C (FWONK) as of Q2 2016, down from 340 in Q1 2016.
  • Funds reported $907M of Liberty Media Series C stock for Q2 2016, down 86% quarter-over-quarter.
  • 23 funds opened new Liberty Media Series C positions in Q2 2016 and 170 closed out, a net change of -147 holders.
  • The largest Liberty Media Series C buyer in Q2 2016 was Southeastern Asset Management, an estimated $167M added.
  • The largest Liberty Media Series C seller in Q2 2016 was Berkshire Hathaway, an estimated $449M sold.

Based on aggregated 13F filings for Q2 2016.