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Liberty Broadband Class A
LBRDA

200 hedge funds and large institutions have $835M invested in Liberty Broadband Class A in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 55

0.88% more ownership

Funds ownership: 82.98% → 83.86% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

3% less capital invested

Capital invested by funds: $865M → $835M (-$29.6M)

2% less funds holding

Funds holding: 205 → 200 (-5)

22% less call options, than puts

Call options by funds: $306K | Put options by funds: $393K

Holders
200
Holders Change
-5
Holders Change %
-2.44%
% of All Funds
2.89%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
27
Increased
72
Reduced
55
Closed
27
Calls
$306K
Puts
$393K
Net Calls
-$87K
Net Calls Change
-$538K

Top Buyers

1
BlackRock
BlackRock
New York
+$8.8M
2
LFCM
Long Focus Capital Management
Puerto Rico
+$7.33M
3
SCM
Stonehill Capital Management
New York
+$7.19M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.4M

Top Sellers

1
CI
Cooper Investors
Australia
-$10.8M
2
CIM
Cowen Investment Management
New York
-$4.42M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$3.7M
4
Goldman Sachs
Goldman Sachs
New York
-$3.16M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$2.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$149M +$155 +3 +0%
AC
2
Aristeia Capital
Connecticut
$84.6M +$94.4K +1,824 +0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$79.7M -$3.7M -71,442 -5%
FP
4
FPR Partners
California
$49.8M – – –
BlackRock
5
BlackRock
New York
$47M +$8.8M +169,962 +25%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$40M -$1.83M -35,264 -5%
RCG
7
Ruane, Cunniff & Goldfarb
New York
$39.5M -$2.22M -42,948 -6%
Eagle Capital Management (New York)
8
Eagle Capital Management (New York)
New York
$25.7M -$2.55M -49,256 -9%
PMG
9
Private Management Group
California
$21.2M +$4.62M +89,317 +30%
SCP
10
Seizert Capital Partners
Michigan
$20.9M -$1.26M -24,321 -6%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$20.5M +$5.4M +104,268 +38%
LFCM
12
Long Focus Capital Management
Puerto Rico
$20.2M +$7.33M +141,500 +62%
State Street
13
State Street
Massachusetts
$16M +$1.75M +33,707 +13%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$12.6M +$1.14M +22,014 +11%
Norges Bank
15
Norges Bank
Norway
$11.7M – – –
State of Wisconsin Investment Board
16
State of Wisconsin Investment Board
Wisconsin
$11.2M +$6M +115,946 +130%
SC
17
Savoie Capital
Illinois
$10.8M – – –
GIP
18
Gavilan Investment Partners
California
$9.55M – – –
CI
19
Cooper Investors
Australia
$9.23M -$10.8M -209,368 -55%
Morgan Stanley
20
Morgan Stanley
New York
$7.99M +$2.19M +42,359 +41%
BM
21
Bislett Management
California
$7.64M -$1.29M -25,000 -15%
WIM
22
Weitz Investment Management
Nebraska
$7.64M – – –
SCM
23
Stonehill Capital Management
New York
$7.58M +$7.19M +138,878 New
HLCM
24
Hi-Line Capital Management
South Dakota
$7.02M -$373K -7,212 -5%
WIM
25
Wittenberg Investment Management
Massachusetts
$6.92M +$937K +18,093 +17%
1
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LBRDA Hedge Fund Activity: Q2 2024 in Review

200 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Liberty Broadband Class A (LBRDA) for Q2 2024, worth a combined $835M — down 3.4% from $865M a quarter earlier.

Fund positioning in LBRDA was balanced in Q2 2024: 27 funds opened new positions, 27 closed out, 72 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock, adding an estimated $8.8M. The largest seller was Cooper Investors, cutting an estimated $10.8M.

  • 200 institutional investors held Liberty Broadband Class A (LBRDA) as of Q2 2024, down from 205 in Q1 2024.
  • Funds reported $835M of Liberty Broadband Class A stock for Q2 2024, down 3.4% quarter-over-quarter.
  • 27 funds opened new Liberty Broadband Class A positions in Q2 2024 and 27 closed out, a net change of 0 holders.
  • The largest Liberty Broadband Class A buyer in Q2 2024 was BlackRock, an estimated $8.8M added.
  • The largest Liberty Broadband Class A seller in Q2 2024 was Cooper Investors, an estimated $10.8M sold.

Based on aggregated 13F filings for Q2 2024.