We are live on ! Find out more
LBTYK icon

Liberty Global Class C
LBTYK

338 hedge funds and large institutions have $7.27B invested in Liberty Global Class C in 2020 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 83 increasing their positions, 127 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $52.5M | Put options by funds: $17.1M

51% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 35

19% more funds holding in top 10

Funds holding in top 10: 16 → 19 (+3)

17% more capital invested

Capital invested by funds: $6.19B → $7.27B (+$1.08B)

4% more funds holding

Funds holding: 324 → 338 (+14)

1.26% more ownership

Funds ownership: 75.7% → 76.97% (+1.3%)

35% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 127

Holders
338
Holders Change
+14
Holders Change %
+4.32%
% of All Funds
5.98%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.34%
New
53
Increased
83
Reduced
127
Closed
35
Calls
$52.5M
Puts
$17.1M
Net Calls
+$35.5M
Net Calls Change
+$9.13M

Top Buyers

1
HIP
Hengistbury Investment Partners
United Kingdom
+$123M
2
TSAM
Trinity Street Asset Management
United Kingdom
+$76.9M
3
Goldman Sachs
Goldman Sachs
New York
+$49.8M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$43.4M
5
WRF
Waddell & Reed Financial
Kansas
+$30.1M

Top Sellers

1
LCG
Luxor Capital Group
New York
-$225M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$45.1M
3
Dodge & Cox
Dodge & Cox
California
-$39.1M
4
ROIC
Route One Investment Company
California
-$37.8M
5
Norges Bank
Norges Bank
Norway
-$31.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
276
Next Financial Group
Texas
$75K – – –
LWCFA
277
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$73K – – –
PFO
278
Pathstone Family Office
New Jersey
$73K – – –
WTC
279
WhitTier Trust Company
Nevada
$66K – – –
VC
280
Vestor Capital
Illinois
$64K – – –
CG
281
Cutler Group
California
$59K -$249K -11,500 -82%
PGAM
282
Princeton Global Asset Management
New Jersey
$58K – – –
CPWM
283
Cypress Point Wealth Management
Texas
$57K +$52.3K +2,414 New
SFS
284
Sowell Financial Services
Arkansas
$50K +$45.7K +2,107 New
FMLI
285
Fukoku Mutual Life Insurance
Japan
$48K – – –
KPCM
286
Kings Point Capital Management
New York
$42K +$650 +30 +2%
APP
287
Alpha Paradigm Partners
Illinois
$41K +$37.7K +1,741 New
IAS
288
IMA Advisory Services
Colorado
$39K – – –
S
289
SignatureFD
Georgia
$36K -$1.19K -55 -3%
AA
290
Ancora Advisors
Ohio
$36K – – –
RCC
291
Red Cedar Capital
Nebraska
$31K – – –
CI
292
CX Institutional
Indiana
$27K – – –
WT
293
Whittier Trust
California
$25K -$173 -8 -0.8%
PWPS
294
Pinnacle Wealth Planning Services
Ohio
$25K +$22.6K +1,043 New
CAPTRUST Financial Advisors
295
CAPTRUST Financial Advisors
North Carolina
$23K -$12.8K -592 -38%
QCG
296
Quadrant Capital Group
Ohio
$23K -$694 -32 -3%
CWM
297
Curi Wealth Management
North Carolina
$23K +$21.7K +1,000 New
BWP
298
Baldwin Wealth Partners
Massachusetts
$22K – – –
Fifth Third Bancorp
299
Fifth Third Bancorp
Ohio
$19K +$368 +17 +2%
GWM
300
Geneos Wealth Management
Colorado
$18K – – –
10 11
12
13 14

LBTYK Hedge Fund Activity: Q4 2020 in Review

338 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Liberty Global Class C (LBTYK) for Q4 2020, worth a combined $7.27B — up 17% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new LBTYK positions and 35 closed out — a net gain of 18 holders — while 83 added to existing stakes and 127 trimmed.

The largest buyer was Hengistbury Investment Partners, opening a new position worth an estimated $123M. The largest seller was Luxor Capital Group, cutting an estimated $225M.

  • 338 institutional investors held Liberty Global Class C (LBTYK) as of Q4 2020, up from 324 in Q3 2020.
  • Funds reported $7.27B of Liberty Global Class C stock for Q4 2020, up 17% quarter-over-quarter.
  • 53 funds opened new Liberty Global Class C positions in Q4 2020 and 35 closed out, a net change of +18 holders.
  • The largest Liberty Global Class C buyer in Q4 2020 was Hengistbury Investment Partners, an estimated $123M added.
  • The largest Liberty Global Class C seller in Q4 2020 was Luxor Capital Group, an estimated $225M sold.

Based on aggregated 13F filings for Q4 2020.