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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
US Bancorp
151
US Bancorp
Minnesota
$631K +$16.2K +100 +3%
GIA
152
Guyasuta Investment Advisors
Pennsylvania
$623K – – –
Nisa Investment Advisors
153
Nisa Investment Advisors
Missouri
$622K – – –
Caisse de Depot et Placement du Quebec (CDPQ)
154
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$611K +$616K +3,800 New
JP Morgan Chase
155
JP Morgan Chase
New York
$605K +$510K +3,149 +514%
HA
156
Harbor Advisors
Florida
$590K – – –
PI
157
PFS Investments
Georgia
$581K +$9.56K +59 +2%
HP
158
Hosking Partners
United Kingdom
$568K -$7.78K -48 -1%
LWM
159
Laidlaw Wealth Management
New York
$560K +$564K +3,482 New
Millennium Management
160
Millennium Management
New York
$548K +$552K +3,404 New
UB
161
UMB Bank
Missouri
$545K +$549K +3,384 New
VOYA Investment Management
162
VOYA Investment Management
Georgia
$541K -$92.2K -569 -14%
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
$530K -$37.8K -233 -7%
Stifel Financial
164
Stifel Financial
Missouri
$527K +$47.8K +295 +10%
Russell Investments Group
165
Russell Investments Group
United Kingdom
$518K +$267K +1,647 +104%
WFI
166
West Family Investments
California
$515K -$78.5K -484 -13%
VIA
167
Vident Investment Advisory
Georgia
$515K +$15.9K +98 +3%
DekaBank Deutsche Girozentrale
168
DekaBank Deutsche Girozentrale
Germany
$511K +$117K +721 +29%
NAM
169
Nissay Asset Management
Japan
$500K -$11.7K -72 -2%
Osaic Holdings
170
Osaic Holdings
Arizona
$492K +$111K +686 +29%
WI
171
Wintrust Investments
Illinois
$489K -$8.11K -50 -2%
CB
172
Cadence Bank
Mississippi
$483K – – –
EFS
173
Essex Financial Services
Connecticut
$479K +$57.7K +356 +14%
WBC
174
Westpac Banking Corp
Australia
$423K – – –
Skandinaviska Enskilda Banken (SEB)
175
Skandinaviska Enskilda Banken (SEB)
Sweden
$417K – – –
5 6
7
8 9

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.