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Liberty Global Class A
LBTYA

234 hedge funds and large institutions have $2.34B invested in Liberty Global Class A in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

4% more funds holding

Funds holding: 225 → 234 (+9)

8% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 65

1.89% less ownership

Funds ownership: 82.64% → 80.75% (-1.9%)

7% less capital invested

Capital invested by funds: $2.52B → $2.34B (-$172M)

35% less call options, than puts

Call options by funds: $16.5M | Put options by funds: $25.3M

Holders
234
Holders Change
+9
Holders Change %
+4%
% of All Funds
3.37%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
37
Increased
60
Reduced
65
Closed
26
Calls
$16.5M
Puts
$25.3M
Net Calls
-$8.84M
Net Calls Change
-$56.1M

Top Buyers

1
MFS
Mirabella Financial Services
United Kingdom
+$64.9M
2
AACR
ACR Alpine Capital Research
Missouri
+$39.5M
3
Franklin Resources
Franklin Resources
California
+$28.2M
4
Millennium Management
Millennium Management
New York
+$23.2M
5
CC
Covalis Capital
United Kingdom
+$22.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$83M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$49.9M
3
OCM
Oaktree Capital Management
California
-$48.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$45.8M
5
Artisan Partners
Artisan Partners
Wisconsin
-$32.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
226
Blue Bell Private Wealth Management
Pennsylvania
$609 – – –
WTC
227
WhitTier Trust Company
Nevada
$591 +$639 +35 New
OSAM
228
O'Shaughnessy Asset Management
Connecticut
$474 +$182 +10 +56%
MCA
229
Maryland Capital Advisors
Maryland
$356 – – –
S
230
SignatureFD
Georgia
$338 – – –
PA
231
Parallel Advisors
California
$135 – – –
LFA
232
LGT Financial Advisors
Texas
$102 – – –
S
233
Sachetta
Massachusetts
$36 – – –
PS
234
Principal Securities
Iowa
$17 – – –
OCM
235
Oaktree Capital Management
California
– -$48.5M -2,731,000 Closed
LSC
236
Logan Stone Capital
Illinois
– -$5.75M -323,633 Closed
LCM
237
Lakewood Capital Management
New York
– -$4.82M -271,333 Closed
Marshall Wace
238
Marshall Wace
United Kingdom
– -$3.28M -184,592 Closed
TI
239
Trexquant Investment
Connecticut
– -$2.07M -116,397 Closed
PFCS
240
Pale Fire Capital SE
Czech Republic
– -$1.09M -61,195 Closed
NRD
241
Nebula Research & Development
New York
– -$1.04M -58,801 Closed
BIG
242
Builder Investment Group
Georgia
– -$998K -56,182 Closed
Twin Tree Management
243
Twin Tree Management
Texas
– -$903K -50,839 Closed
PAMP
244
Polar Asset Management Partners
Ontario, Canada
– -$889K -50,000 Closed
IMC Chicago
245
IMC Chicago
Illinois
– -$774K -42,400 Closed
OAM
246
Oxford Asset Management
United Kingdom
– -$622K -35,000 Closed
O
247
Ossiam
France
– -$495K -27,879 Closed
BCM
248
Bayesian Capital Management
New York
– -$492K -27,700 Closed
AC
249
Aristides Capital
Kentucky
– -$398K -22,398 Closed
HHGC
250
Hunting Hill Global Capital
New York
– -$217K -12,207 Closed
7 8 9
10
11

LBTYA Hedge Fund Activity: Q1 2024 in Review

234 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Liberty Global Class A (LBTYA) for Q1 2024, worth a combined $2.34B — down 6.8% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new LBTYA positions and 26 closed out — a net gain of 11 holders — while 60 added to existing stakes and 65 trimmed.

The largest buyer was Mirabella Financial Services, adding an estimated $64.9M. The largest seller was Morgan Stanley, cutting an estimated $83M.

  • 234 institutional investors held Liberty Global Class A (LBTYA) as of Q1 2024, up from 225 in Q4 2023.
  • Funds reported $2.34B of Liberty Global Class A stock for Q1 2024, down 6.8% quarter-over-quarter.
  • 37 funds opened new Liberty Global Class A positions in Q1 2024 and 26 closed out, a net change of +11 holders.
  • The largest Liberty Global Class A buyer in Q1 2024 was Mirabella Financial Services, an estimated $64.9M added.
  • The largest Liberty Global Class A seller in Q1 2024 was Morgan Stanley, an estimated $83M sold.

Based on aggregated 13F filings for Q1 2024.