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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$893M +$87.9M +2,622,801 +12%
BIT
2
BlackRock Institutional Trust
California
$783M +$716M +21,346,780 New
TIM
3
Thornburg Investment Management
New Mexico
$767M -$3.78M -112,711 -0.5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$582M +$28M +835,561 +6%
State Street
5
State Street
Massachusetts
$498M +$9.94M +296,592 +2%
Artisan Partners
6
Artisan Partners
Wisconsin
$465M +$136M +4,054,775 +47%
Coatue Management
7
Coatue Management
New York
$432M -$24.5M -731,312 -6%
Winslow Capital Management
8
Winslow Capital Management
Minnesota
$431M +$46.5M +1,386,430 +13%
LPC
9
Lone Pine Capital
Connecticut
$397M +$102M +3,044,825 +39%
BRC
10
Blue Ridge Capital
New York
$370M – – –
Norges Bank
11
Norges Bank
Norway
$361M +$11.7M +348,010 +4%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$334M +$29.7M +886,945 +11%
JP Morgan Chase
13
JP Morgan Chase
New York
$312M +$100K +2,985 +0%
UBS AM
14
UBS AM
Illinois
$281M +$85.8M +2,559,071 +50%
BA
15
BlackRock Advisors
Delaware
$273M +$249M +7,438,043 New
Berkshire Hathaway
16
Berkshire Hathaway
Nebraska
$262M +$240M +7,149,402 New
Invesco
17
Invesco
Georgia
$232M +$9.87M +294,465 +5%
Vanguard Group
18
Vanguard Group
Pennsylvania
$223M +$7.43M +221,682 +4%
Dodge & Cox
19
Dodge & Cox
California
$222M -$398K -11,882 -0.2%
Goldman Sachs
20
Goldman Sachs
New York
$198M -$22.3M -665,359 -11%
BC
21
Brahman Capital
New York
$196M – – –
Northern Trust
22
Northern Trust
Illinois
$195M -$547K -16,325 -0.3%
Ameriprise
23
Ameriprise
Minnesota
$193M +$95.8M +2,856,538 +119%
OH
24
Orbis Holdings
Bermuda
$193M +$132K +3,924 +0.1%
Gates Foundation Trust
25
Gates Foundation Trust
Washington
$189M – – –
1
2 3 4 5

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.