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Liberty Global Class C

387 hedge funds and large institutions have $15B invested in Liberty Global Class C in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 89 increasing their positions, 245 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,978% more call options, than puts

Call options by funds: $172M | Put options by funds: $4.21M

8% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 48

0% less funds holding

Funds holding: 388387 (-1)

14% less capital invested

Capital invested by funds: $17.4B → $15B (-$2.38B)

19% less funds holding in top 10

Funds holding in top 10: 4335 (-8)

64% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 245

Holders
387
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
10.33%
Holding in Top 10
35
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.6%
% of All Funds
0.93%
New
52
Increased
89
Reduced
245
Closed
48
Calls
$172M
Puts
$4.21M
Net Calls
+$167M
Net Calls Change
+$204M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
26
Glenview Capital Management
New York
$152M +$53.9M +1,709,826 +47%
PC
27
Passport Capital
California
$147M +$162M +5,133,835 New
AC
28
Adelphi Capital
United Kingdom
$145M -$24.2M -767,265 -13%
Ameriprise
29
Ameriprise
Minnesota
$143M -$10.1M -319,002 -6%
WBC
30
Westpac Banking Corp
Australia
$142M +$23.8M +754,085 +18%
SSM
31
Sound Shore Management
Connecticut
$141M +$6.55M +207,728 +4%
AllianceBernstein
32
AllianceBernstein
Tennessee
$140M -$27.7M -880,044 -15%
VM
33
Valinor Management
New York
$139M +$2.36M +74,784 +2%
Invesco
34
Invesco
Georgia
$136M -$36.5M -1,157,875 -20%
DCP
35
Darsana Capital Partners
New York
$135M +$19.2M +610,400 +15%
BC
36
Brahman Capital
New York
$131M -$21.9M -696,112 -13%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$112M -$161K -5,098 -0.1%
GF
38
Gabelli Funds
New York
$109M +$44.3M +1,406,040 +59%
Gates Foundation Trust
39
Gates Foundation Trust
Washington
$104M -$17.4M -553,181 -13%
JHIU
40
Janus Henderson Investors US
Colorado
$103M -$13.6M -430,584 -11%
AP
41
Altarock Partners
Florida
$101M +$8.88M +281,796 +9%
AACR
42
ACR Alpine Capital Research
Missouri
$101M +$48.6M +1,540,835 +78%
LCG
43
Luxor Capital Group
New York
$99.9M -$24.5M -776,301 -18%
FAM
44
Foxhaven Asset Management
Virginia
$98M +$1.86M +59,019 +2%
American Century Companies
45
American Century Companies
Missouri
$97.4M -$38M -1,205,484 -26%
GC
46
Greenlight Capital
New York
$94.4M -$15.8M -500,807 -13%
TFP
47
Triple Frond Partners
California
$94.3M +$11.2M +354,650 +12%
BG
48
BlackRock Group
United Kingdom
$93.1M -$31M -982,177 -23%
BWCA
49
Brenner West Capital Advisors
New York
$89.6M -$65.2M -2,067,903 -40%
ClearBridge Investments
50
ClearBridge Investments
New York
$81.5M -$13.6M -431,848 -13%

LBTYK Hedge Fund Activity: Q2 2016 in Review

387 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Liberty Global Class C (LBTYK) for Q2 2016, worth a combined $15B — down 14% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new LBTYK positions and 48 closed out — a net gain of 4 holders — while 89 added to existing stakes and 245 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $752M. The largest seller was Maverick Capital, cutting an estimated $213M.

  • 387 institutional investors held Liberty Global Class C (LBTYK) as of Q2 2016, down from 388 in Q1 2016.
  • Funds reported $15B of Liberty Global Class C stock for Q2 2016, down 14% quarter-over-quarter.
  • 52 funds opened new Liberty Global Class C positions in Q2 2016 and 48 closed out, a net change of +4 holders.
  • The largest Liberty Global Class C buyer in Q2 2016 was T. Rowe Price Associates, an estimated $752M added.
  • The largest Liberty Global Class C seller in Q2 2016 was Maverick Capital, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2016.