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Liberty Global Class C
LBTYK

280 hedge funds and large institutions have $3.1B invested in Liberty Global Class C in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 71 increasing their positions, 91 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $5.32M | Put options by funds: $1.54M

37% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 35

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

12% more capital invested

Capital invested by funds: $2.77B → $3.1B (+$329M)

4% more funds holding

Funds holding: 270 → 280 (+10)

1.42% less ownership

Funds ownership: 82.68% → 81.26% (-1.4%)

22% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 91

Holders
280
Holders Change
+10
Holders Change %
+3.7%
% of All Funds
4.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
48
Increased
71
Reduced
91
Closed
35
Calls
$5.32M
Puts
$1.54M
Net Calls
+$3.78M
Net Calls Change
+$2.49M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$36M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$19.1M
3
WSFS
Wilmington Savings Fund Society
Delaware
+$14.3M
4
CS
Candriam SCA
Luxembourg
+$10.8M
5
SFA
Sequoia Financial Advisors
Ohio
+$6.83M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$76.8M
2
Dodge & Cox
Dodge & Cox
California
-$41.6M
3
BlackRock
BlackRock
New York
-$29.3M
4
Jane Street
Jane Street
New York
-$19.5M
5
TSW
Thompson Siegel & Walmsley
Virginia
-$19M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
201
Rothschild Investment LLC
Illinois
$85.8K – – –
PA
202
Parallel Advisors
California
$78.6K +$67.6K +3,426 +1,616%
BL
203
BFSG LLC
California
$69.2K – – –
DMBA
204
Deseret Mutual Benefit Administrators
Utah
$68.1K +$11.4K +578 +22%
MIM
205
MetLife Investment Management
New Jersey
$60.6K -$5.43K -275 -9%
US Bancorp
206
US Bancorp
Minnesota
$46.7K +$23.7K +1,200 +125%
WI
207
Wintrust Investments
Illinois
$46K -$378K -19,147 -90%
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$45.1K +$13.4K +678 +48%
LWCFA
209
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$44.5K – – –
IAS
210
IMA Advisory Services
Colorado
$36.1K +$33K +1,670 New
S
211
SignatureFD
Georgia
$35.7K +$553 +28 +2%
AA
212
Ancora Advisors
Ohio
$29.5K – – –
PGAM
213
Princeton Global Asset Management
New Jersey
$26.9K – – –
CF
214
Corebridge Financial
Texas
$25.8K -$2.55K -129 -10%
FFA
215
Farther Finance Advisors
California
$24K +$3.38K +171 +18%
IA
216
IFP Advisors
Florida
$23K – – –
BFPW
217
BOK Financial Private Wealth
Colorado
$21.6K – – –
Optiver Holding
218
Optiver Holding
Netherlands
$21.2K +$19.4K +981 New
BWP
219
Baldwin Wealth Partners
Massachusetts
$19.9K – – –
DAM
220
Delta Asset Management
Tennessee
$17.8K – – –
MAM
221
Meeder Asset Management
Ohio
$16.3K +$14.8K +752 New
WT
222
Whittier Trust
California
$15.5K – – –
QCG
223
Quadrant Capital Group
Ohio
$14.4K -$15.5K -786 -54%
VFIC
224
Valley Forge Investment Consultants
Pennsylvania
$13.9K – – –
GCM
225
Gables Capital Management
Florida
$13.4K – – –
7 8
9
10 11

LBTYK Hedge Fund Activity: Q3 2024 in Review

280 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Liberty Global Class C (LBTYK) for Q3 2024, worth a combined $3.1B — up 12% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new LBTYK positions and 35 closed out — a net gain of 13 holders — while 71 added to existing stakes and 91 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $36M. The largest seller was Artisan Partners, exiting entirely with an estimated $76.8M sold.

  • 280 institutional investors held Liberty Global Class C (LBTYK) as of Q3 2024, up from 270 in Q2 2024.
  • Funds reported $3.1B of Liberty Global Class C stock for Q3 2024, up 12% quarter-over-quarter.
  • 48 funds opened new Liberty Global Class C positions in Q3 2024 and 35 closed out, a net change of +13 holders.
  • The largest Liberty Global Class C buyer in Q3 2024 was Dimensional Fund Advisors, an estimated $36M added.
  • The largest Liberty Global Class C seller in Q3 2024 was Artisan Partners, an estimated $76.8M sold.

Based on aggregated 13F filings for Q3 2024.