Liberty Broadband Class A
LBRDA
311 hedge funds and large institutions have $3.45B invested in Liberty Broadband Class A in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 91 reducing their positions, and 34 closing their positions.
16% more capital invested
Capital invested by funds: $2.98B → $3.45B (+$468M)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
9% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 34
1% more funds holding
Funds holding: 309 → 311 (+2)
0.12% less ownership
Funds ownership: 82.44% → 82.32% (-0.12%)
1% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 91
1% less call options, than puts
Call options by funds: $1.51M | Put options by funds: $1.53M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$20.9M |
| 2 |
FCM
Freshford Capital Management
Rye Brook,
New York
|
+$9.62M |
| 3 |
State Street
Boston,
Massachusetts
|
+$8.72M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.39M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$15.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$12.3M |
| 3 |
SPC
Stony Point Capital
New York
|
-$9.68M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$9M |
| 5 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$6.81M |
LBRDA Hedge Fund Activity: Q2 2021 in Review
311 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Liberty Broadband Class A (LBRDA) for Q2 2021, worth a combined $3.45B — up 16% from $2.98B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new LBRDA positions and 34 closed out — a net gain of 3 holders — while 90 added to existing stakes and 91 trimmed.
The largest buyer was Norges Bank, adding an estimated $20.9M. The largest seller was BlackRock, cutting an estimated $15.4M.
- 311 institutional investors held Liberty Broadband Class A (LBRDA) as of Q2 2021, up from 309 in Q1 2021.
- Funds reported $3.45B of Liberty Broadband Class A stock for Q2 2021, up 16% quarter-over-quarter.
- 37 funds opened new Liberty Broadband Class A positions in Q2 2021 and 34 closed out, a net change of +3 holders.
- The largest Liberty Broadband Class A buyer in Q2 2021 was Norges Bank, an estimated $20.9M added.
- The largest Liberty Broadband Class A seller in Q2 2021 was BlackRock, an estimated $15.4M sold.
Based on aggregated 13F filings for Q2 2021.