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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
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.03M -$195K -1,204 -9%
DIM
102
Delta Investment Management
California
$2.01M +$1.42M +8,757 +235%
RC
103
Roundview Capital
New Jersey
$1.95M +$443K +2,734 +29%
EVM
104
Eaton Vance Management
Massachusetts
$1.84M -$477K -2,940 -20%
SO
105
STRS Ohio
Ohio
$1.82M +$139K +855 +8%
Asset Management One
106
Asset Management One
Japan
$1.72M -$8.92K -55 -0.5%
VPIM
107
Vanguard Personalized Indexing Management
California
$1.7M +$1.03M +6,376 +153%
Ameriprise
108
Ameriprise
Minnesota
$1.6M -$38.9K -240 -2%
PI
109
PineBridge Investments
New York
$1.58M -$44.7K -276 -3%
Royal London Asset Management
110
Royal London Asset Management
United Kingdom
$1.55M – – –
SG Americas Securities
111
SG Americas Securities
New York
$1.55M +$15.7K +97 +1%
RR
112
Robotti Robert
$1.53M +$729K +4,500 +90%
N
113
Natixis
France
$1.5M -$10.5K -65 -0.7%
S
114
Seeyond
France
$1.5M – – –
Aviva
115
Aviva
United Kingdom
$1.45M +$211K +1,302 +17%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$1.39M -$106K -651 -7%
HBCM
117
Heron Bay Capital Management
Michigan
$1.37M -$5.03K -31 -0.4%
Treasurer of the State of North Carolina
118
Treasurer of the State of North Carolina
North Carolina
$1.37M -$66.5K -410 -5%
Citigroup
119
Citigroup
New York
$1.36M -$117K -724 -8%
Korea Investment Corp
120
Korea Investment Corp
South Korea
$1.35M +$1.36M +8,400 New
YIA
121
YHB Investment Advisors
Connecticut
$1.35M -$2.76K -17 -0.2%
PAMS
122
Pictet Asset Management (Switzerland)
Switzerland
$1.24M -$88.3K -545 -7%
SOADOR
123
State of Alaska Department of Revenue
Alaska
$1.23M -$431K -2,660 -26%
Mitsubishi UFJ Asset Management
124
Mitsubishi UFJ Asset Management
Japan
$1.21M +$295K +1,817 +32%
FAF
125
Fjarde Ap-fonden
Sweden
$1.21M -$178K -1,100 -13%
3 4
5
6 7

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.