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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
Creative Planning
351
Creative Planning
Kansas
$44K -$838 -25 -2%
Envestnet Asset Management
352
Envestnet Asset Management
Illinois
$41K +$10.9K +325 +41%
MAM
353
Mizuho Asset Management
Japan
$36K – – –
MFS
354
MSI Financial Services
Massachusetts
$28K +$13.3K +397 +108%
ST
355
SpiderRock Trading
Illinois
$26K – – –
IRS
356
Invictus RG (Singapore)
Singapore
$21K -$45.1K -1,346 -70%
LTFS
357
Ladenburg Thalmann Financial Services
Florida
$20K – – –
M&T Bank
358
M&T Bank
New York
$20K – – –
NES
359
New England Securities
New York
$20K +$972 +29 +6%
CFA
360
Carroll Financial Associates
North Carolina
$18K +$3.42K +102 +26%
SIA
361
SeaBridge Investment Advisors
New Jersey
$16K – – –
MFBTD
362
MB Financial Bank - Trust Department
Illinois
$13K -$7.07K -211 -38%
EWM
363
Evercore Wealth Management
New York
$12K -$4.49K -134 -29%
LWA
364
Lenox Wealth Advisors
New York
$12K +$3.49K +104 +47%
ASN
365
Advisory Services Network
Georgia
$11K +$10.2K +303 New
LNB
366
Ledyard National Bank
$10K +$9.12K +272 New
CG
367
Colony Group
Massachusetts
$9K +$8.11K +242 New
PTC
368
Private Trust Company
Ohio
$8K -$1.38K -41 -15%
EFSCE
369
Enterprise Financial Services Corp (EFSC)
Missouri
$8K – – –
WA
370
Waverly Advisors
Alabama
$7K – – –
AC
371
Alexandria Capital
Virginia
$6K – – –
Carson Wealth (CWM LLC)
372
Carson Wealth (CWM LLC)
Nebraska
$5K +$2.58K +77 +126%
MA
373
MUFG Americas
New York
$3K -$4.46K -133 -61%
SF
374
Synovus Financial
Georgia
$3K – – –
Manulife (Manufacturers Life Insurance)
375
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.16K -$4.03M -120,299 -79%
13 14
15
16 17

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.