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Liberty Global Class A
LBTYA

377 hedge funds and large institutions have $16.4B invested in Liberty Global Class A in 2013 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 125 increasing their positions, 121 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 44

31% more call options, than puts

Call options by funds: $309M | Put options by funds: $237M

27% more capital invested

Capital invested by funds: $12.9B → $16.4B (+$3.52B)

16% more funds holding in top 10

Funds holding in top 10: 25 → 29 (+4)

6% more funds holding

Funds holding: 356 → 377 (+21)

3% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 121

Holders
377
Holders Change
+21
Holders Change %
+5.9%
% of All Funds
10.94%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.84%
New
66
Increased
125
Reduced
121
Closed
44
Calls
$309M
Puts
$237M
Net Calls
+$72.2M
Net Calls Change
-$164M

Top Buyers

Rank Fund Capital Flow
1
BIT
BlackRock Institutional Trust
California
+$716M
2
BA
BlackRock Advisors
Delaware
+$249M
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$240M
4
BIM
BlackRock Investment Management
Delaware
+$141M
5
Artisan Partners
Artisan Partners
Wisconsin
+$136M

Top Sellers

Rank Fund Capital Flow
1
MC
Maverick Capital
Texas
-$143M
2
CM
Corvex Management
New York
-$97.1M
3
EPCM
Eton Park Capital Management
New York
-$88.9M
4
American Century Companies
American Century Companies
Missouri
-$88.7M
5
TP
Third Point
New York
-$77.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
VKH
276
Virtu KCG Holdings
New York
$547K +$59.7K +1,780 +14%
GCP
277
GSA Capital Partners
United Kingdom
$538K -$512K -15,280 -51%
SM
278
Scoggin Management
New York
$534K +$163K +4,850 +50%
MCM
279
Moore Capital Management
New York
$526K -$5.33M -158,959 -92%
Daiwa Securities Group
280
Daiwa Securities Group
Japan
$525K – – –
DCMA
281
Daiwa Capital Markets America
New York
$525K +$480K +14,314 New
GF
282
Gerstein Fisher
New York
$517K +$47.2K +1,409 New
EHC
283
Everett Harris & Co
California
$515K -$8.15K -243 -2%
SFP
284
Santa Fe Partners
New Mexico
$501K +$458K +13,652 New
FNBT
285
FineMark National Bank & Trust
Florida
$478K +$43.4K +1,295 +11%
LPL Financial
286
LPL Financial
California
$473K -$104K -3,089 -19%
NA
287
Navellier & Associates
Nevada
$458K +$418K +12,476 New
CI
288
Constellation Investments
Ohio
$456K +$24.4K +728 +6%
SCM
289
Shelton Capital Management
Colorado
$446K +$100K +2,985 +33%
MAA
290
Mraz Amerine & Associates
California
$439K – – –
VIA
291
Vantage Investment Advisors
Pennsylvania
$431K +$393K +11,737 New
QI
292
QS Investors
New York
$427K – – –
Pacer Advisors
293
Pacer Advisors
Pennsylvania
$414K +$670K +19,984 New
Janney Montgomery Scott
294
Janney Montgomery Scott
Pennsylvania
$411K – – –
LIM
295
Leavell Investment Management
Alabama
$398K – – –
V
296
Veritable
Delaware
$395K -$18.3K -546 -5%
BEAM
297
Baker Ellis Asset Management
Washington
$387K – – –
AIP
298
Ameritas Investment Partners
Nebraska
$382K +$349K +10,413 New
Allianz Asset Management
299
Allianz Asset Management
Germany
$373K -$1.35M -40,177 -80%
US Bancorp
300
US Bancorp
Minnesota
$365K +$90.7K +2,706 +37%
10 11
12
13 14

LBTYA Hedge Fund Activity: Q4 2013 in Review

377 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Liberty Global Class A (LBTYA) for Q4 2013, worth a combined $16.4B — up 27% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new LBTYA positions and 44 closed out — a net gain of 22 holders — while 125 added to existing stakes and 121 trimmed.

The largest buyer was BlackRock Institutional Trust, opening a new position worth an estimated $716M. The largest seller was Maverick Capital, cutting an estimated $143M.

  • 377 institutional investors held Liberty Global Class A (LBTYA) as of Q4 2013, up from 356 in Q3 2013.
  • Funds reported $16.4B of Liberty Global Class A stock for Q4 2013, up 27% quarter-over-quarter.
  • 66 funds opened new Liberty Global Class A positions in Q4 2013 and 44 closed out, a net change of +22 holders.
  • The largest Liberty Global Class A buyer in Q4 2013 was BlackRock Institutional Trust, an estimated $716M added.
  • The largest Liberty Global Class A seller in Q4 2013 was Maverick Capital, an estimated $143M sold.

Based on aggregated 13F filings for Q4 2013.