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Liberty Broadband Class A
LBRDA

214 hedge funds and large institutions have $1.36B invested in Liberty Broadband Class A in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 65 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

19% more capital invested

Capital invested by funds: $1.14B → $1.36B (+$215M)

3.54% more ownership

Funds ownership: 78.72% → 82.26% (+3.5%)

0% more funds holding

Funds holding: 214 → 214 (0)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

14% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 65

68% less call options, than puts

Call options by funds: $591K | Put options by funds: $1.84M

Holders
214
Holders Change
–
Holders Change %
0%
% of All Funds
3.4%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
28
Increased
56
Reduced
65
Closed
28
Calls
$591K
Puts
$1.84M
Net Calls
-$1.25M
Net Calls Change
-$1.83M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.3M
2
AC
Aristeia Capital
Connecticut
+$8.64M
3
FBCM
Fort Baker Capital Management
California
+$7.41M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.35M
5
VF
Virtu Financial
New York
+$4.29M

Top Sellers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
-$10.7M
2
JFG
Jefferies Financial Group
New York
-$9.24M
3
SA
Sycale Advisors
New York
-$7.4M
4
BAMCO Inc
BAMCO Inc
New York
-$5.98M
5
Prudential Financial
Prudential Financial
New Jersey
-$5.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
SL
176
Salomon & Ludwin
Virginia
$3K +$2.94K +33 New
WTA
177
Washington Trust Advisors
Massachusetts
$2.82K +$2.76K +31 New
LOIP
178
Live Oak Investment Partners
Texas
$2.27K – – –
OIA
179
Optimum Investment Advisors
Illinois
$2.27K – – –
FGA
180
Fortis Group Advisors
New Jersey
$2.27K +$2.23K +25 New
CP
181
Castleview Partners
Texas
$2.18K +$2.14K +24 New
CI Investments Inc
182
CI Investments Inc
Ontario, Canada
$2K +$89 +1 +4%
HCM
183
Highlander Capital Management
New Jersey
$2K +$624 +7 +39%
Simplex Trading
184
Simplex Trading
Illinois
$2K +$2.67K +30 New
GWS
185
Glassman Wealth Services
Virginia
$1.27K -$535 -6 -30%
NCM
186
Northwest Capital Management
Oregon
$1.27K – – –
VCM
187
Versant Capital Management
Arizona
$1.09K – – –
BAAM
188
Baker Avenue Asset Management
California
$1K – – –
CSPIA
189
Cary Street Partners Investment Advisory
Virginia
$1K – – –
CFFP
190
Center for Financial Planning
Michigan
$910 – – –
SPIA
191
Steward Partners Investment Advisory
New York
$909 -$356 -4 -29%
AIM
192
Anchor Investment Management
South Carolina
$909 – – –
BBPWM
193
Blue Bell Private Wealth Management
Pennsylvania
$909 – – –
SWM
194
Spire Wealth Management
Virginia
$909 – – –
BIA
195
Bell Investment Advisors
California
$637 – – –
WT
196
Whittier Trust
California
$636 – – –
JWA
197
JFS Wealth Advisors
Pennsylvania
$546 +$89 +1 +20%
FFA
198
Farther Finance Advisors
California
$545 +$356 +4 +200%
Toronto Dominion Bank
199
Toronto Dominion Bank
Ontario, Canada
$455 – – –
CFGS
200
Concourse Financial Group Securities
Alabama
$454 – – –
6 7
8
9 10

LBRDA Hedge Fund Activity: Q3 2023 in Review

214 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Liberty Broadband Class A (LBRDA) for Q3 2023, worth a combined $1.36B — up 19% from $1.14B a quarter earlier.

Fund positioning in LBRDA was balanced in Q3 2023: 28 funds opened new positions, 28 closed out, 56 added to existing stakes and 65 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $43.3M. The largest seller was ClearBridge Investments, exiting entirely with an estimated $10.7M sold.

  • 214 institutional investors held Liberty Broadband Class A (LBRDA) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $1.36B of Liberty Broadband Class A stock for Q3 2023, up 19% quarter-over-quarter.
  • 28 funds opened new Liberty Broadband Class A positions in Q3 2023 and 28 closed out, a net change of 0 holders.
  • The largest Liberty Broadband Class A buyer in Q3 2023 was Fidelity Investments, an estimated $43.3M added.
  • The largest Liberty Broadband Class A seller in Q3 2023 was ClearBridge Investments, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2023.