We are live on ! Find out more
LBTYK icon

Liberty Global Class C

326 hedge funds and large institutions have $4.48B invested in Liberty Global Class C in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 80 increasing their positions, 132 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,032% more call options, than puts

Call options by funds: $32.7M | Put options by funds: $2.89M

12% more capital invested

Capital invested by funds: $4B → $4.48B (+$479M)

3.16% more ownership

Funds ownership: 81.24%84.4% (+3.2%)

2% less funds holding

Funds holding: 334326 (-8)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

39% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 132

Holders
326
Holders Change
-8
Holders Change %
-2.4%
% of All Funds
5.24%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
35
Increased
80
Reduced
132
Closed
39
Calls
$32.7M
Puts
$2.89M
Net Calls
+$29.8M
Net Calls Change
+$9.77M
Name Holding Trade Value Shares
Change
Change in
Stake
HFP
251
Holistic Financial Partners
Indiana
$197K
BBHC
252
Brown Brothers Harriman & Co
New York
$166K -$1.42K -75 -0.9%
OWA
253
One Wealth Advisors
California
$152K +$148K +7,837 New
VanEck Associates
254
VanEck Associates
New York
$141K -$44.8K -2,369 -25%
BCV
255
Banque Cantonale Vaudoise
Switzerland
$133K -$29.6K -1,567 -19%
ACM
256
Aquatic Capital Management
Illinois
$128K -$2.12M -112,000 -94%
Simplex Trading
257
Simplex Trading
Illinois
$94K +$92.2K +4,876 New
DMBA
258
Deseret Mutual Benefit Administrators
Utah
$93K -$76.2K -4,028 -46%
ETC
259
Exchange Traded Concepts
Oklahoma
$67.3K +$65.6K +3,466 New
AB
260
Amalgamated Bank
New York
$63K +$9.49K +502 +18%
Allspring Global Investments
261
Allspring Global Investments
North Carolina
$62.4K -$4.73M -250,102 -99%
SBL
262
Sargent Bickham Lagudis
Colorado
$62.2K
LWCFA
263
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60.1K
Swedbank
264
Swedbank
Sweden
$56.8K +$55.3K +2,923 New
CFO
265
CVA Family Office
Colorado
$56.4K +$44.8K +2,370 +443%
VC
266
Vestor Capital
Illinois
$53K
IA
267
IFP Advisors
Florida
$52K -$3.33K -176 -9%
O
268
Ossiam
France
$48.8K
BFPW
269
BOK Financial Private Wealth
Colorado
$46.5K
DSC
270
Duncker Streett & Co
Missouri
$38.9K
EWA
271
EverSource Wealth Advisors
Alabama
$38.1K -$681 -36 -2%
QCG
272
Quadrant Capital Group
Ohio
$33.4K -$5.37K -284 -14%
IAS
273
IMA Advisory Services
Colorado
$32.4K
US Bancorp
274
US Bancorp
Minnesota
$30.4K -$1.15K -61 -4%
AA
275
Ancora Advisors
Ohio
$30K

LBTYK Hedge Fund Activity: Q4 2022 in Review

326 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Liberty Global Class C (LBTYK) for Q4 2022, worth a combined $4.48B — up 12% from $4B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of LBTYK and 35 opened new positions — a net loss of 4 holders — while 132 trimmed existing stakes and 80 added.

The largest buyer was Morgan Stanley, adding an estimated $18.4M. The largest seller was NAYA Capital Management (UK), exiting entirely with an estimated $40.3M sold.

  • 326 institutional investors held Liberty Global Class C (LBTYK) as of Q4 2022, down from 334 in Q3 2022.
  • Funds reported $4.48B of Liberty Global Class C stock for Q4 2022, up 12% quarter-over-quarter.
  • 35 funds opened new Liberty Global Class C positions in Q4 2022 and 39 closed out, a net change of -4 holders.
  • The largest Liberty Global Class C buyer in Q4 2022 was Morgan Stanley, an estimated $18.4M added.
  • The largest Liberty Global Class C seller in Q4 2022 was NAYA Capital Management (UK), an estimated $40.3M sold.

Based on aggregated 13F filings for Q4 2022.