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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$43.3M |
| 2 |
AC
Aristeia Capital
Greenwich,
Connecticut
|
+$8.64M |
| 3 |
FBCM
Fort Baker Capital Management
Larkspur,
California
|
+$7.41M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.35M |
| 5 |
VF
Virtu Financial
New York
|
+$4.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
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
New York
|
-$5.98M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$5.33M |
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.