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Liberty Broadband Class A
LBRDA

242 hedge funds and large institutions have $2.21B invested in Liberty Broadband Class A in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 46 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 30

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

8% more capital invested

Capital invested by funds: $2.05B → $2.21B (+$164M)

1% more funds holding

Funds holding: 240 → 242 (+2)

3.28% less ownership

Funds ownership: 85.04% → 81.76% (-3.3%)

49% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 90

Holders
242
Holders Change
+2
Holders Change %
+0.83%
% of All Funds
5.26%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
37
Increased
46
Reduced
90
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$10M
2
N
Nuveen
North Carolina
+$9.13M
3
FP
FPR Partners
California
+$5.51M
4
Renaissance Technologies
Renaissance Technologies
New York
+$5.16M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$3.47M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$30.4M
2
HP
Hound Partners
New York
-$20.8M
3
ClearBridge Investments
ClearBridge Investments
New York
-$17M
4
Invesco
Invesco
Georgia
-$15.9M
5
BM
Bridger Management
New York
-$8.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFW
251
Mosaic Family Wealth
Missouri
– -$4K -40 Closed
CAM
252
Cresset Asset Management
Illinois
– -$3K -38 Closed
MIM
253
MetLife Investment Management
New Jersey
– -$3.21K -35 Closed
HAM
254
Highstreet Asset Management
Ontario, Canada
– -$3K -30 Closed
RTC
255
Riverview Trust Company
Washington
– -$2K -22 Closed
CHP
256
Cable Hill Partners
Oregon
– -$1K -12 Closed
WAM
257
Wealthspire Advisors (Maryland)
Maryland
– -$1K -11 Closed
LPC
258
Loeb Partners Corp
New York
– -$1K -10 Closed
TFGT
259
TS Financial Group (TSFG)
Illinois
– -$1K -9 Closed
VCM
260
Versant Capital Management
Arizona
– -$393 -4 -40%
TFO
261
Tarbox Family Office
California
– +$98 +1 +33%
BC
262
Bartlett & Co
Ohio
– +$393 +4 New
RCG
263
Ruggie Capital Group
Florida
– +$393 +4 New
7 8 9 10
11

LBRDA Hedge Fund Activity: Q2 2019 in Review

242 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Liberty Broadband Class A (LBRDA) for Q2 2019, worth a combined $2.21B — up 8% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new LBRDA positions and 30 closed out — a net gain of 7 holders — while 46 added to existing stakes and 90 trimmed.

The largest buyer was Franklin Resources, adding an estimated $10M. The largest seller was Fidelity Investments, cutting an estimated $30.4M.

  • 242 institutional investors held Liberty Broadband Class A (LBRDA) as of Q2 2019, up from 240 in Q1 2019.
  • Funds reported $2.21B of Liberty Broadband Class A stock for Q2 2019, up 8% quarter-over-quarter.
  • 37 funds opened new Liberty Broadband Class A positions in Q2 2019 and 30 closed out, a net change of +7 holders.
  • The largest Liberty Broadband Class A buyer in Q2 2019 was Franklin Resources, an estimated $10M added.
  • The largest Liberty Broadband Class A seller in Q2 2019 was Fidelity Investments, an estimated $30.4M sold.

Based on aggregated 13F filings for Q2 2019.