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Liberty Broadband Class A

240 hedge funds and large institutions have $2.05B invested in Liberty Broadband Class A in 2019 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 48 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

82% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 22

25% more capital invested

Capital invested by funds: $1.64B → $2.05B (+$405M)

7% more funds holding

Funds holding: 224240 (+16)

2.03% less ownership

Funds ownership: 87.07%85.04% (-2%)

35% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 74

Holders
240
Holders Change
+16
Holders Change %
+7.14%
% of All Funds
5.19%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
40
Increased
48
Reduced
74
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
YWP
201
YorkBridge Wealth Partners
New York
$3K
CAM
202
Cresset Asset Management
Illinois
$3K +$680 +8 +27%
VFA
203
Valeo Financial Advisors
Indiana
$2K -$255 -3 -12%
BWM
204
Baystate Wealth Management
Massachusetts
$2K
OIA
205
Optimum Investment Advisors
Illinois
$2K
RTC
206
Riverview Trust Company
Washington
$2K +$1.87K +22 New
CAL
207
Capital Analysts LLC
Pennsylvania
$2K +$2.04K +24 New
PA
208
Parallel Advisors
California
$1K -$2.04K -24 -60%
AC
209
Avestar Capital
New York
$1K -$1.27K -15 -10%
AF
210
Advisornet Financial
Minnesota
$1K
AssetMark Inc
211
AssetMark Inc
California
$1K
CHP
212
Cable Hill Partners
Oregon
$1K
HCM
213
Highlander Capital Management
New Jersey
$1K
LPC
214
Loeb Partners Corp
New York
$1K
WAM
215
Wealthspire Advisors (Maryland)
Maryland
$1K
GWS
216
Glassman Wealth Services
Virginia
$1K +$595 +7 New
TFS
217
TrustCore Financial Services
Tennessee
$1K +$765 +9 New
TFGT
218
TS Financial Group (TSFG)
Illinois
$1K +$765 +9 New
AAMU
219
Amundi Asset Management US
Massachusetts
$1K +$1.19K +14 New
NFG
220
Next Financial Group
Texas
$1K +$1.19K +14 +700%
FIB
221
First Interstate Bank
Montana
$1K +$1.36K +16 New
NFH
222
NEXT Financial Holdings
Texas
$1K +$1.36K +16 New
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.61K +19 New
AIM
224
Anchor Investment Management
South Carolina
$916
RCAG
225
Rehmann Capital Advisory Group
Michigan
$366 +$340 +4 New

LBRDA Hedge Fund Activity: Q1 2019 in Review

240 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Liberty Broadband Class A (LBRDA) for Q1 2019, worth a combined $2.05B — up 25% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new LBRDA positions and 22 closed out — a net gain of 18 holders — while 48 added to existing stakes and 74 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $30.3M. The largest seller was Invesco, cutting an estimated $20.1M.

  • 240 institutional investors held Liberty Broadband Class A (LBRDA) as of Q1 2019, up from 224 in Q4 2018.
  • Funds reported $2.05B of Liberty Broadband Class A stock for Q1 2019, up 25% quarter-over-quarter.
  • 40 funds opened new Liberty Broadband Class A positions in Q1 2019 and 22 closed out, a net change of +18 holders.
  • The largest Liberty Broadband Class A buyer in Q1 2019 was Fidelity Investments, an estimated $30.3M added.
  • The largest Liberty Broadband Class A seller in Q1 2019 was Invesco, an estimated $20.1M sold.

Based on aggregated 13F filings for Q1 2019.