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Liberty Broadband Class A
LBRDA

328 hedge funds and large institutions have $2.92B invested in Liberty Broadband Class A in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 78 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 29

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

5% more funds holding

Funds holding: 312 → 328 (+16)

3.58% less ownership

Funds ownership: 79.96% → 76.39% (-3.6%)

13% less capital invested

Capital invested by funds: $3.35B → $2.92B (-$423M)

33% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 116

84% less call options, than puts

Call options by funds: $1.5M | Put options by funds: $9.48M

Holders
328
Holders Change
+16
Holders Change %
+5.13%
% of All Funds
5.05%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
49
Increased
78
Reduced
116
Closed
29
Calls
$1.5M
Puts
$9.48M
Net Calls
-$7.98M
Net Calls Change
-$7.71M

Top Buyers

1
SCM
Stonehill Capital Management
New York
+$19.6M
2
APG Asset Management
APG Asset Management
Netherlands
+$17.5M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
+$14.3M
4
Lazard Asset Management
Lazard Asset Management
New York
+$6.21M
5
SCC
Steel Canyon Capital
Arizona
+$6.11M

Top Sellers

1
BBHC
Brown Brothers Harriman & Co
New York
-$87.8M
2
Franklin Resources
Franklin Resources
California
-$42.8M
3
FCM
Freshford Capital Management
New York
-$42.2M
4
ClearBridge Investments
ClearBridge Investments
New York
-$39.6M
5
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
-$37.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
301
Carolinas Wealth Consulting
North Carolina
$1K – – –
EARNEST Partners
302
EARNEST Partners
Georgia
$1K – – –
FWM
303
Focused Wealth Management
New York
$1K – – –
GWM
304
Geneos Wealth Management
Colorado
$1K – – –
PB
305
Pinnacle Bancorp
Nebraska
$1K – – –
PCG
306
Private Capital Group
Connecticut
$1K – – –
TFO
307
Tarbox Family Office
California
$1K – – –
VCM
308
Versant Capital Management
Arizona
$1K – – –
WT
309
Washington Trust
Rhode Island
$1K – – –
LWA
310
Lenox Wealth Advisors
New York
$1K +$648 +4 New
GWS
311
Glassman Wealth Services
Virginia
$1K +$1.3K +8 New
SC
312
SouthState Corp
Florida
$1K +$1.3K +8 New
E
313
Ergoteles
New York
– -$10.4M -60,232 Closed
GC
314
Giverny Capital
Quebec, Canada
– -$5.97M -35,455 Closed
LP
315
LMR Partners
United Kingdom
– -$2.52M -15,000 Closed
Nomura Holdings
316
Nomura Holdings
Japan
– -$1.78M -10,400 Closed
Qube Research & Technologies (QRT)
317
Qube Research & Technologies (QRT)
United Kingdom
– -$947K -5,626 Closed
Renaissance Technologies
318
Renaissance Technologies
New York
– -$657K -3,900 Closed
Jane Street
319
Jane Street
New York
– -$603K -3,579 Closed
Handelsbanken Fonder
320
Handelsbanken Fonder
Sweden
– -$573K -3,403 Closed
BFM
321
Boothbay Fund Management
New York
– -$485K -2,880 Closed
ACI
322
AMP Capital Investors
Australia
– -$357K -2,121 Closed
BBP
323
Banco BTG Pactual
Brazil
– -$299K -1,776 Closed
WG
324
Winton Group
United Kingdom
– -$238K -1,416 Closed
Truist Financial
325
Truist Financial
North Carolina
– -$212K -1,260 Closed
10 11 12
13
14

LBRDA Hedge Fund Activity: Q4 2021 in Review

328 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Liberty Broadband Class A (LBRDA) for Q4 2021, worth a combined $2.92B — down 13% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new LBRDA positions and 29 closed out — a net gain of 20 holders — while 78 added to existing stakes and 116 trimmed.

The largest buyer was Stonehill Capital Management, opening a new position worth an estimated $19.6M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $87.8M.

  • 328 institutional investors held Liberty Broadband Class A (LBRDA) as of Q4 2021, up from 312 in Q3 2021.
  • Funds reported $2.92B of Liberty Broadband Class A stock for Q4 2021, down 13% quarter-over-quarter.
  • 49 funds opened new Liberty Broadband Class A positions in Q4 2021 and 29 closed out, a net change of +20 holders.
  • The largest Liberty Broadband Class A buyer in Q4 2021 was Stonehill Capital Management, an estimated $19.6M added.
  • The largest Liberty Broadband Class A seller in Q4 2021 was Brown Brothers Harriman & Co, an estimated $87.8M sold.

Based on aggregated 13F filings for Q4 2021.