Liberty Broadband Class A
LBRDA
320 hedge funds and large institutions have $2.36B invested in Liberty Broadband Class A in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 96 reducing their positions, and 36 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
2.5% more ownership
Funds ownership: 76.39% → 78.89% (+2.5%)
7% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 96
8% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 36
2% less funds holding
Funds holding: 328 → 320 (-8)
19% less capital invested
Capital invested by funds: $2.92B → $2.36B (-$559M)
31% less call options, than puts
Call options by funds: $1.61M | Put options by funds: $2.33M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$54.7M |
| 2 |
FCM
Freshford Capital Management
Rye Brook,
New York
|
+$21.8M |
| 3 |
SCP
Seizert Capital Partners
Birmingham,
Michigan
|
+$18.2M |
| 4 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$14.7M |
| 5 |
FBCM
Fort Baker Capital Management
Larkspur,
California
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$103M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$58.2M |
| 3 |
ACM
Ashe Capital Management
Englewood Cliffs,
New Jersey
|
-$47M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$40.6M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$37.7M |
LBRDA Hedge Fund Activity: Q1 2022 in Review
320 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Liberty Broadband Class A (LBRDA) for Q1 2022, worth a combined $2.36B — down 19% from $2.92B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of LBRDA and 33 opened new positions — a net loss of 3 holders — while 96 trimmed existing stakes and 103 added.
The largest buyer was Norges Bank, adding an estimated $54.7M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $103M.
- 320 institutional investors held Liberty Broadband Class A (LBRDA) as of Q1 2022, down from 328 in Q4 2021.
- Funds reported $2.36B of Liberty Broadband Class A stock for Q1 2022, down 19% quarter-over-quarter.
- 33 funds opened new Liberty Broadband Class A positions in Q1 2022 and 36 closed out, a net change of -3 holders.
- The largest Liberty Broadband Class A buyer in Q1 2022 was Norges Bank, an estimated $54.7M added.
- The largest Liberty Broadband Class A seller in Q1 2022 was Brown Brothers Harriman & Co, an estimated $103M sold.
Based on aggregated 13F filings for Q1 2022.