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Liberty Broadband Class C

437 hedge funds and large institutions have $12.7B invested in Liberty Broadband Class C in 2019 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 111 increasing their positions, 122 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 40

21% more capital invested

Capital invested by funds: $10.5B → $12.7B (+$2.18B)

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

13% more funds holding

Funds holding: 386437 (+51)

0.24% more ownership

Funds ownership: 65.8%66.04% (+0.24%)

9% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 122

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.23M

Holders
437
Holders Change
+51
Holders Change %
+13.21%
% of All Funds
8.61%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.55%
New
94
Increased
111
Reduced
122
Closed
40
Calls
Puts
$2.23M
Net Calls
-$2.23M
Net Calls Change
+$4.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
376
Simplex Trading
Illinois
$10K -$1.75K -15 -15%
FCA
377
FinTrust Capital Advisors
South Carolina
$10K
SFS
378
Sowell Financial Services
Arkansas
$9K -$9.43K -81 -54%
IFAM
379
Institutional & Family Asset Management
Colorado
$9K -$349 -3 -4%
SF
380
Synovus Financial
Georgia
$9K
AS
381
Altshuler Shaham
Israel
$9K +$8.04K +69 New
VAIA
382
Virtus Alternative Investment Advisers
Connecticut
$9K +$8.5K +73 New
SWA
383
Sutton Wealth Advisors
Florida
$8.3K
PFBT
384
Parkside Financial Bank & Trust
Missouri
$8K +$466 +4 +6%
VFA
385
Valeo Financial Advisors
Indiana
$8K +$2.33K +20 +50%
SL
386
Savior LLC
Massachusetts
$8K +$6.99K +60 New
JFGIW
387
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K +$7.1K +61 New
HF
388
Halpern Financial
Virginia
$7.42K +$6.87K +59 New
TCOV
389
Trust Company of Vermont
Vermont
$7K
SNT
390
Security National Trust
West Virginia
$7K +$6.29K +54 New
AWA
391
Artemis Wealth Advisors
New York
$6.41K +$5.94K +51 New
Northwestern Mutual Wealth Management
392
Northwestern Mutual Wealth Management
Wisconsin
$6K -$2.44K -21 -30%
BL
393
Balentine LLC
Georgia
$6K
BWM
394
Baystate Wealth Management
Massachusetts
$6K
CAL
395
Capital Analysts LLC
Pennsylvania
$6K
OIA
396
Optimum Investment Advisors
Illinois
$6K
PA
397
Parallel Advisors
California
$6K
WAP
398
Wealthcare Advisory Partners
Pennsylvania
$6K
ZB
399
Zions Bancorporation
Utah
$6K
VCM
400
Versant Capital Management
Arizona
$6K +$2.21K +19 +54%

LBRDK Hedge Fund Activity: Q4 2019 in Review

437 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Liberty Broadband Class C (LBRDK) for Q4 2019, worth a combined $12.7B — up 21% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new LBRDK positions and 40 closed out — a net gain of 54 holders — while 111 added to existing stakes and 122 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $112M. The largest seller was Soros Fund Management, cutting an estimated $159M.

  • 437 institutional investors held Liberty Broadband Class C (LBRDK) as of Q4 2019, up from 386 in Q3 2019.
  • Funds reported $12.7B of Liberty Broadband Class C stock for Q4 2019, up 21% quarter-over-quarter.
  • 94 funds opened new Liberty Broadband Class C positions in Q4 2019 and 40 closed out, a net change of +54 holders.
  • The largest Liberty Broadband Class C buyer in Q4 2019 was Principal Financial Group, an estimated $112M added.
  • The largest Liberty Broadband Class C seller in Q4 2019 was Soros Fund Management, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2019.