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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
MRCM
301
M&R Capital Management
New Jersey
$4.55K -$1.89K -100 -30%
PA
302
Parallel Advisors
California
$4.2K +$1.25K +66 +44%
AF
303
Allworth Financial
California
$3.89K
PWMG
304
Prestige Wealth Management Group
New Jersey
$3.19K +$3.1K +164 New
RIA
305
Realta Investment Advisors
Delaware
$3.17K +$3.08K +163 New
TSWM
306
Tyler-Stone Wealth Management
Ohio
$3K -$1.51K -80 -36%
PTC
307
Private Trust Company
Ohio
$3K -$908 -48 -27%
HCM
308
Highlander Capital Management
New Jersey
$3K
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$2.82K +$549 +29 +25%
AWM
310
Accurate Wealth Management
Florida
$2.48K +$2.17K +115 New
CSPIA
311
Cary Street Partners Investment Advisory
Virginia
$2.43K +$2.36K +125 New
FFA
312
Farther Finance Advisors
California
$2.21K +$2.16K +114 New
LC
313
Lindbrook Capital
California
$2.06K -$984 -52 -33%
LF
314
Lee Financial
Texas
$2K +$1.95K +103 New
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$2K
SPIA
316
Steward Partners Investment Advisory
New York
$1.81K
HI
317
Harbour Investments
Wisconsin
$1.59K +$1.55K +82 New
OIS
318
Okabena Investment Services
Minnesota
$1.5K +$1.46K +77 New
MCA
319
Maryland Capital Advisors
Maryland
$1.22K
VCM
320
Versant Capital Management
Arizona
$738
WBC
321
West Branch Capital
Massachusetts
$408
GRP
322
Global Retirement Partners
California
$389
AF
323
Advisornet Financial
Minnesota
$291 -$1.99K -105 -88%
WIM
324
Westside Investment Management
California
$1
NCMU
325
NAYA Capital Management (UK)
United Kingdom
-$40.3M -2,439,954 Closed

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.