We are live on ! Find out more
LBRDA icon

Liberty Broadband Class A

205 hedge funds and large institutions have $865M invested in Liberty Broadband Class A in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 62 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

980% more call options, than puts

Call options by funds: $497K | Put options by funds: $46K

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

1% less funds holding

Funds holding: 207205 (-2)

8% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 62

1.28% less ownership

Funds ownership: 84.26%82.98% (-1.3%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

30% less capital invested

Capital invested by funds: $1.24B → $865M (-$373M)

Holders
205
Holders Change
-2
Holders Change %
-0.97%
% of All Funds
2.95%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
30
Increased
57
Reduced
62
Closed
30
Calls
$497K
Puts
$46K
Net Calls
+$451K
Net Calls Change
+$443K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$156M +$21.5K +326 +0%
AC
2
Aristeia Capital
Connecticut
$88.4M
Vanguard Group
3
Vanguard Group
Pennsylvania
$87.4M -$2.58M -39,128 -2%
FP
4
FPR Partners
California
$52.1M -$12.4M -187,798 -17%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$43.9M +$3.12M +47,368 +7%
RCG
6
Ruane, Cunniff & Goldfarb
New York
$43.8M -$548K -8,306 -1%
BlackRock
7
BlackRock
New York
$39.5M +$1.05K +16 +0%
Eagle Capital Management (New York)
8
Eagle Capital Management (New York)
New York
$29.7M -$2.15M -32,647 -6%
SCP
9
Seizert Capital Partners
Michigan
$23.2M +$375K +5,688 +1%
CI
10
Cooper Investors
Australia
$21.6M -$9.37M -142,187 -27%
MFF
11
Mango Five Family
Nevada
$18.2M
PMG
12
Private Management Group
California
$17.1M +$19.7M +299,465 +212,387%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$15.5M +$5.63M +85,479 +46%
State Street
14
State Street
Massachusetts
$14.8M +$179K +2,708 +1%
LFCM
15
Long Focus Capital Management
Puerto Rico
$13.1M +$5.25M +79,590 +53%
Norges Bank
16
Norges Bank
Norway
$12.2M
Geode Capital Management
17
Geode Capital Management
Massachusetts
$11.9M +$1.36M +20,656 +11%
SC
18
Savoie Capital
Illinois
$11.3M +$13M +197,836 New
GIP
19
Gavilan Investment Partners
California
$10M -$3.46M -52,500 -23%
BM
20
Bislett Management
California
$9.42M +$1.32M +20,000 +14%
WIM
21
Weitz Investment Management
Nebraska
$8M
HLCM
22
Hi-Line Capital Management
South Dakota
$7.75M -$123K -1,859 -1%
WA
23
Whitebox Advisors
Minnesota
$6.75M
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$6.38M +$5.42M +82,261 +280%
WIM
25
Wittenberg Investment Management
Massachusetts
$6.2M +$3.41M +51,711 +91%

LBRDA Hedge Fund Activity: Q1 2024 in Review

205 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Liberty Broadband Class A (LBRDA) for Q1 2024, worth a combined $865M — down 30% from $1.24B a quarter earlier.

Fund positioning in LBRDA was balanced in Q1 2024: 30 funds opened new positions, 30 closed out, 57 added to existing stakes and 62 trimmed.

The largest buyer was Private Management Group, adding an estimated $19.7M. The largest seller was Fort Baker Capital Management, exiting entirely with an estimated $23.4M sold.

  • 205 institutional investors held Liberty Broadband Class A (LBRDA) as of Q1 2024, down from 207 in Q4 2023.
  • Funds reported $865M of Liberty Broadband Class A stock for Q1 2024, down 30% quarter-over-quarter.
  • 30 funds opened new Liberty Broadband Class A positions in Q1 2024 and 30 closed out, a net change of 0 holders.
  • The largest Liberty Broadband Class A buyer in Q1 2024 was Private Management Group, an estimated $19.7M added.
  • The largest Liberty Broadband Class A seller in Q1 2024 was Fort Baker Capital Management, an estimated $23.4M sold.

Based on aggregated 13F filings for Q1 2024.