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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
Nomura Asset Management
176
Nomura Asset Management
Japan
$73.3K -$13K -714 -14%
California State Teachers Retirement System (CalSTRS)
177
California State Teachers Retirement System (CalSTRS)
California
$63.2K +$4.65K +255 +7%
Point72 Asset Management
178
Point72 Asset Management
Connecticut
$59.2K -$221K -12,100 -78%
SOW
179
State of Wyoming
Wyoming
$40K +$43.1K +2,364 New
MRCM
180
M&R Capital Management
New Jersey
$39.1K – – –
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$35.5K – – –
CT
182
Colonial Trust
South Carolina
$34.5K – – –
BBHC
183
Brown Brothers Harriman & Co
New York
$30.1K – – –
TCOV
184
Trust Company of Vermont
Vermont
$29.6K – – –
ACM
185
Accent Capital Management
Ohio
$22.9K – – –
IA
186
IFP Advisors
Florida
$18K -$19.4K -1,065 -50%
C
187
Covestor
United Kingdom
$17K +$18.4K +1,011 New
FCA
188
FinTrust Capital Advisors
South Carolina
$16.9K – – –
RIL
189
Rothschild Investment LLC
Illinois
$16.4K – – –
EWA
190
EverSource Wealth Advisors
Alabama
$15K +$15.5K +852 +926%
PGAM
191
Princeton Global Asset Management
New Jersey
$13.6K – – –
TCWA
192
Turtle Creek Wealth Advisors
Texas
$13.6K +$14.7K +804 New
AA
193
Ancora Advisors
Ohio
$13.5K – – –
LWCFA
194
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.5K – – –
GCM
195
Gables Capital Management
Florida
$10.5K – – –
HWA
196
HHM Wealth Advisors
Tennessee
$10.2K – – –
QCG
197
Quadrant Capital Group
Ohio
$9.95K – – –
PWMG
198
Private Wealth Management Group
New Jersey
$7.72K – – –
GWSG
199
GPS Wealth Strategies Group
Colorado
$7.45K – – –
BWL
200
Bogart Wealth LLC
Virginia
$6.4K – – –
6 7
8
9 10

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.