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Liberty Global Class A

243 hedge funds and large institutions have $2.54B invested in Liberty Global Class A in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 69 increasing their positions, 68 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $64M | Put options by funds: $47.8M

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

8% more capital invested

Capital invested by funds: $2.34B → $2.54B (+$197M)

3.96% more ownership

Funds ownership: 80.75%84.71% (+4%)

4% more funds holding

Funds holding: 234243 (+9)

1% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 68

Holders
243
Holders Change
+9
Holders Change %
+3.85%
% of All Funds
3.51%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
48
Increased
69
Reduced
68
Closed
36
Calls
$64M
Puts
$47.8M
Net Calls
+$16.2M
Net Calls Change
+$25.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
201
Turtle Creek Wealth Advisors
Texas
$14K
LWCFA
202
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.3K
AA
203
Ancora Advisors
Ohio
$12.2K -$1.69K -100 -13%
GCM
204
Gables Capital Management
Florida
$10.8K
HWA
205
HHM Wealth Advisors
Tennessee
$10.5K
QCG
206
Quadrant Capital Group
Ohio
$10.2K
TPCW
207
TD Private Client Wealth
New York
$8K +$7.77K +459 New
GWSG
208
GPS Wealth Strategies Group
Colorado
$7.67K
BWL
209
Bogart Wealth LLC
Virginia
$6.59K
DAM
210
Delta Asset Management
Tennessee
$6.29K
MG
211
Mather Group
Illinois
$6.24K +$2.33K +138 +60%
SWS
212
SYSTM Wealth Solutions
Illinois
$5.16K
PB
213
Pinnacle Bancorp
Nebraska
$4.81K +$4.67K +276 New
GI
214
Gradient Investments
Minnesota
$4.74K
Bessemer Group
215
Bessemer Group
New Jersey
$4K -$1.59K -94 -30%
Lazard Asset Management
216
Lazard Asset Management
New York
$4K
PWMG
217
Private Wealth Management Group
New Jersey
$3.43K -$4.38K -259 -57%
BSC
218
Brown Shipley & Co
United Kingdom
$3.33K +$3.23K +191 New
FFA
219
Farther Finance Advisors
California
$2.76K +$1.35K +80 +104%
OIA
220
Optimum Investment Advisors
Illinois
$2.09K
TFGT
221
TS Financial Group (TSFG)
Illinois
$2K
PS
222
Principal Securities
Iowa
$1.76K +$1.69K +100 +10,000%
GRP
223
Global Retirement Partners
California
$1.74K
HI
224
Harbour Investments
Wisconsin
$1.74K
PA
225
PSI Advisors
Florida
$1.74K

LBTYA Hedge Fund Activity: Q2 2024 in Review

243 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Liberty Global Class A (LBTYA) for Q2 2024, worth a combined $2.54B — up 8.4% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new LBTYA positions and 36 closed out — a net gain of 12 holders — while 69 added to existing stakes and 68 trimmed.

The largest buyer was Altrinsic Global Advisors, opening a new position worth an estimated $95.9M. The largest seller was UBS AM, cutting an estimated $76.9M.

  • 243 institutional investors held Liberty Global Class A (LBTYA) as of Q2 2024, up from 234 in Q1 2024.
  • Funds reported $2.54B of Liberty Global Class A stock for Q2 2024, up 8.4% quarter-over-quarter.
  • 48 funds opened new Liberty Global Class A positions in Q2 2024 and 36 closed out, a net change of +12 holders.
  • The largest Liberty Global Class A buyer in Q2 2024 was Altrinsic Global Advisors, an estimated $95.9M added.
  • The largest Liberty Global Class A seller in Q2 2024 was UBS AM, an estimated $76.9M sold.

Based on aggregated 13F filings for Q2 2024.