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Liberty Broadband Class A

205 hedge funds and large institutions have $1.03B invested in Liberty Broadband Class A in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $478K

9% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 64

4% less funds holding

Funds holding: 214205 (-9)

10% less capital invested

Capital invested by funds: $1.14B → $1.03B (-$118M)

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
205
Holders Change
-9
Holders Change %
-4.21%
% of All Funds
5.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
19
Increased
58
Reduced
64
Closed
26
Calls
$1.04M
Puts
$478K
Net Calls
+$562K
Net Calls Change
+$708K
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
1
ClearBridge Investments
New York
$114M -$49.4K -913 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$84.8M +$1.54M +28,443 +2%
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$78.1M -$498K -9,213 -0.6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$55.4M +$725K +13,409 +1%
Principal Financial Group
5
Principal Financial Group
Iowa
$53M +$3.07M +56,839 +6%
HK
6
Horizon Kinetics
New York
$42.6M -$5.97M -110,431 -12%
BIT
7
BlackRock Institutional Trust
California
$34.5M +$1.65M +30,582 +5%
BA
8
BlackRock Advisors
Delaware
$31.1M +$117K +2,156 +0.4%
ACM
9
Ashe Capital Management
New Jersey
$30.9M
Victory Capital Management
10
Victory Capital Management
Texas
$30.8M -$27.4K -506 -0.1%
FP
11
FPR Partners
California
$30.2M +$2.01M +37,221 +7%
BM
12
Bridger Management
New York
$22.4M +$4.88M +90,212 +26%
WIM
13
Weitz Investment Management
Nebraska
$20.8M +$72.2K +1,336 +0.3%
SCP
14
Seizert Capital Partners
Michigan
$18.3M -$2.06M -38,187 -10%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$18.3M -$23.7K -438 -0.1%
MGM
16
Miura Global Management
New York
$16.6M +$1.28M +23,600 +8%
Franklin Resources
17
Franklin Resources
California
$15.4M +$5.4M +99,887 +50%
BG
18
BlackRock Group
United Kingdom
$15M +$458K +8,474 +3%
WJA
19
Williams Jones & Associates
New York
$14.3M -$434K -8,032 -3%
MCM
20
Marcato Capital Management
California
$13.8M +$14.6M +269,202 New
Morgan Stanley
21
Morgan Stanley
New York
$11.9M +$6.46M +119,430 +106%
BFA
22
BlackRock Fund Advisors
California
$11.4M -$23.1K -427 -0.2%
MAM
23
Mark Asset Management
New York
$11.3M +$303K +5,613 +3%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$10.7M -$252K -4,661 -2%
Norges Bank
25
Norges Bank
Norway
$9.92M

LBRDA Hedge Fund Activity: Q3 2015 in Review

205 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Liberty Broadband Class A (LBRDA) for Q3 2015, worth a combined $1.03B — down 10% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of LBRDA and 19 opened new positions — a net loss of 7 holders — while 64 trimmed existing stakes and 58 added.

The largest buyer was Marcato Capital Management, opening a new position worth an estimated $14.6M. The largest seller was State Street, exiting entirely with an estimated $61M sold.

  • 205 institutional investors held Liberty Broadband Class A (LBRDA) as of Q3 2015, down from 214 in Q2 2015.
  • Funds reported $1.03B of Liberty Broadband Class A stock for Q3 2015, down 10% quarter-over-quarter.
  • 19 funds opened new Liberty Broadband Class A positions in Q3 2015 and 26 closed out, a net change of -7 holders.
  • The largest Liberty Broadband Class A buyer in Q3 2015 was Marcato Capital Management, an estimated $14.6M added.
  • The largest Liberty Broadband Class A seller in Q3 2015 was State Street, an estimated $61M sold.

Based on aggregated 13F filings for Q3 2015.