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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
KAH
101
Kathryn A. Hall
$1.36M – – –
BCM
102
Beryl Capital Management
California
$1.12M +$1.2M +65,919 New
Mackenzie Financial
103
Mackenzie Financial
Ontario, Canada
$1.11M -$89.6K -4,910 -7%
DA
104
Duality Advisers
Florida
$1.02M -$806K -44,158 -42%
Royal London Asset Management
105
Royal London Asset Management
United Kingdom
$1.01M -$148K -8,099 -12%
Bank of New York Mellon
106
Bank of New York Mellon
New York
$979K -$1.07M -58,578 -50%
Mitsubishi UFJ Trust & Banking
107
Mitsubishi UFJ Trust & Banking
Japan
$932K +$289K +15,834 +39%
T. Rowe Price Associates
108
T. Rowe Price Associates
Maryland
$918K – – –
Aberdeen Group
109
Aberdeen Group
United Kingdom
$912K -$20.7K -1,133 -2%
UIM
110
USS Investment Management
United Kingdom
$879K +$392K +21,502 +71%
SIM
111
Sterling Investment Management
Arizona
$873K -$17.6K -967 -2%
PI
112
PEAK6 Investments
Illinois
$869K -$189K -10,350 -17%
AC
113
AXQ Capital
New Jersey
$853K +$919K +50,400 New
Sumitomo Mitsui Trust Group
114
Sumitomo Mitsui Trust Group
Japan
$841K – – –
TG
115
TCW Group
California
$816K – – –
Robeco Institutional Asset Management
116
Robeco Institutional Asset Management
Netherlands
$770K – – –
Verition Fund Management
117
Verition Fund Management
Connecticut
$739K +$124K +6,792 +18%
Pathstone Holdings
118
Pathstone Holdings
New Jersey
$725K -$2.96K -162 -0.4%
Amundi
119
Amundi
France
$686K -$115K -6,285 -13%
Balyasny Asset Management
120
Balyasny Asset Management
Illinois
$643K +$693K +37,994 New
Handelsbanken Fonder
121
Handelsbanken Fonder
Sweden
$630K -$337K -18,490 -33%
American Century Companies
122
American Century Companies
Missouri
$608K – – –
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
$606K +$625K +34,261 +29,035%
HT
124
Headlands Technologies
Illinois
$594K +$83.6K +4,584 +15%
CAS
125
CTC Alternative Strategies
Illinois
$543K +$586K +32,100 New
3 4
5
6 7

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.