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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
Harris Associates
1
Harris Associates
Illinois
$232M -$29.8M -1,634,993 -11%
Artisan Partners
2
Artisan Partners
Wisconsin
$209M -$32.8M -1,797,184 -13%
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$125M +$1.06M +57,995 +0.8%
BG
4
Baupost Group
Massachusetts
$122M – – –
LCG
5
Luxor Capital Group
New York
$80.8M +$4.9M +268,726 +6%
Dodge & Cox
6
Dodge & Cox
California
$80.7M – – –
UBS AM
7
UBS AM
Illinois
$79.6M +$7.55M +413,751 +10%
Renaissance Technologies
8
Renaissance Technologies
New York
$77.6M +$10M +548,300 +14%
Norges Bank
9
Norges Bank
Norway
$70.6M +$659K +36,111 +0.9%
RCMNY
10
Rubric Capital Management (New York)
New York
$65.1M +$15.8M +866,023 +29%
Morgan Stanley
11
Morgan Stanley
New York
$61.9M -$83M -4,548,316 -55%
MFS
12
Mirabella Financial Services
United Kingdom
$60.9M +$64.9M +3,555,323 +7,850%
TSW
13
Thompson Siegel & Walmsley
Virginia
$60.5M -$17.2M -942,453 -21%
BlackRock
14
BlackRock
New York
$58.9M -$40.9K -2,240 -0.1%
Vanguard Group
15
Vanguard Group
Pennsylvania
$58.3M +$2.39M +131,077 +4%
Millennium Management
16
Millennium Management
New York
$56.7M +$23.2M +1,272,304 +61%
AACR
17
ACR Alpine Capital Research
Missouri
$46.4M +$39.5M +2,166,932 +375%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$44.5M -$13.6M -746,554 -22%
LIM
19
Lancaster Investment Management
United Kingdom
$42.8M – – –
DCM
20
DME Capital Management
New York
$34.5M +$37.2M +2,041,580 New
KP
21
Kiltearn Partners
United Kingdom
$33.4M -$1.52M -83,300 -4%
FWSM
22
First Wilshire Securities Management
California
$30.1M -$179K -9,805 -0.5%
Franklin Resources
23
Franklin Resources
California
$26.2M +$28.2M +1,547,870 New
GF
24
Gabelli Funds
New York
$23.6M +$2.02M +110,586 +9%
CC
25
Covalis Capital
United Kingdom
$21M +$22.6M +1,240,166 New
1
2 3 4 5

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.