Liberty Broadband Class A
LBRDA
254 hedge funds and large institutions have $1.92B invested in Liberty Broadband Class A in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 61 increasing their positions, 78 reducing their positions, and 29 closing their positions.
52% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 29
6% more funds holding
Funds holding: 240 → 254 (+14)
2% less capital invested
Capital invested by funds: $1.96B → $1.92B (-$42.1M)
1.49% less ownership
Funds ownership: 87.83% → 86.34% (-1.5%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
22% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 78
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.06M
Top Buyers
| 1 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
+$102M |
| 2 |
FCM
Freshford Capital Management
Rye Brook,
New York
|
+$16.4M |
| 3 |
D.E. Shaw & Co
New York
|
+$13.5M |
| 4 |
ACM
Ashe Capital Management
Englewood Cliffs,
New Jersey
|
+$11.5M |
| 5 |
HP
Hound Partners
New York
|
+$11.5M |
Top Sellers
LBRDA Hedge Fund Activity: Q1 2018 in Review
254 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Liberty Broadband Class A (LBRDA) for Q1 2018, worth a combined $1.92B — down 2.1% from $1.96B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new LBRDA positions and 29 closed out — a net gain of 15 holders — while 61 added to existing stakes and 78 trimmed.
The largest buyer was Ruane, Cunniff & Goldfarb, opening a new position worth an estimated $102M. The largest seller was Hudson Bay Capital Management, cutting an estimated $40.5M.
- 254 institutional investors held Liberty Broadband Class A (LBRDA) as of Q1 2018, up from 240 in Q4 2017.
- Funds reported $1.92B of Liberty Broadband Class A stock for Q1 2018, down 2.1% quarter-over-quarter.
- 44 funds opened new Liberty Broadband Class A positions in Q1 2018 and 29 closed out, a net change of +15 holders.
- The largest Liberty Broadband Class A buyer in Q1 2018 was Ruane, Cunniff & Goldfarb, an estimated $102M added.
- The largest Liberty Broadband Class A seller in Q1 2018 was Hudson Bay Capital Management, an estimated $40.5M sold.
Based on aggregated 13F filings for Q1 2018.