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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
TC
151
TwinBeech Capital
New York
$213K -$2.68M -146,961 -92%
TRCT
152
Tower Research Capital (TRC)
New York
$213K +$196K +10,762 +598%
AGP
153
Autumn Glory Partners
Texas
$212K – – –
CC
154
Centiva Capital
New York
$202K -$7.19M -394,146 -97%
RIA
155
Realta Investment Advisors
Delaware
$198K – – –
Janney Montgomery Scott
156
Janney Montgomery Scott
Pennsylvania
$188K -$261K -14,319 -56%
KeyBank National Association
157
KeyBank National Association
Ohio
$187K +$202K +11,049 New
SL
158
Sentry LLC
Tennessee
$185K – – –
TD Asset Management
159
TD Asset Management
Ontario, Canada
$180K +$195K +10,665 New
TIM
160
Tevis Investment Management
Texas
$180K +$194K +10,615 New
DekaBank Deutsche Girozentrale
161
DekaBank Deutsche Girozentrale
Germany
$176K -$106K -5,790 -35%
RHDIC
162
R.H. Dinel Investment Counsel
California
$173K – – –
WI
163
Wintrust Investments
Illinois
$172K – – –
HA
164
Harbor Advisors
Florida
$170K – – –
Legal & General Group
165
Legal & General Group
United Kingdom
$147K – – –
BL
166
BFSG LLC
California
$147K +$49.5K +2,715 +46%
CIA
167
Citadel Investment Advisory
Ohio
$144K -$12.9K -709 -8%
PCMC
168
Planning Capital Management Corporation
Pennsylvania
$141K +$152K +8,354 New
AIM
169
Anchor Investment Management
South Carolina
$135K – – –
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$132K -$4.01K -220 -3%
RhumbLine Advisers
171
RhumbLine Advisers
Massachusetts
$107K +$5.18K +284 +5%
Deutsche Bank
172
Deutsche Bank
Germany
$99K -$782K -42,849 -88%
Osaic Holdings
173
Osaic Holdings
Arizona
$94.1K -$14.7K -807 -13%
CPBTD
174
Central Pacific Bank - Trust Division
Hawaii
$91.3K +$100K +5,500 New
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$79.2K – – –
5 6
7
8 9

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.