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Liberty Global Class C

386 hedge funds and large institutions have $14.4B invested in Liberty Global Class C in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 114 increasing their positions, 132 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $29.8M | Put options by funds: $8.89M

0% more funds holding in top 10

Funds holding in top 10: 3030 (0)

0.58% less ownership

Funds ownership: 82.18%81.6% (-0.58%)

3% less funds holding

Funds holding: 397386 (-11)

12% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 51

12% less capital invested

Capital invested by funds: $16.4B → $14.4B (-$1.99B)

14% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 132

Holders
386
Holders Change
-11
Holders Change %
-2.77%
% of All Funds
8.85%
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.69%
New
45
Increased
114
Reduced
132
Closed
51
Calls
$29.8M
Puts
$8.89M
Net Calls
+$20.9M
Net Calls Change
-$306M
Name Holding Trade Value Shares
Change
Change in
Stake
Harris Associates
1
Harris Associates
Illinois
$1.27B +$27.5M +828,631 +2%
Eagle Capital Management (New York)
2
Eagle Capital Management (New York)
New York
$1.23B +$108M +3,254,886 +9%
Dodge & Cox
3
Dodge & Cox
California
$1.17B +$29.6M +893,700 +2%
SA
4
SPO Advisory
California
$770M -$67.7M -2,042,000 -7%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$577M -$148M -4,466,463 -19%
BlackRock
6
BlackRock
New York
$499M -$14M -422,517 -3%
JSP
7
Jackson Square Partners
California
$476M -$15.2M -456,791 -3%
BBHC
8
Brown Brothers Harriman & Co
New York
$412M +$1.64M +49,492 +0.4%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$331M -$234M -7,050,785 -39%
Artisan Partners
10
Artisan Partners
Wisconsin
$311M -$32.8M -988,895 -9%
Vanguard Group
11
Vanguard Group
Pennsylvania
$308M -$222K -6,679 -0.1%
SA
12
SQ Advisors
Florida
$291M -$1.32M -39,734 -0.4%
PG
13
Pendal Group
Australia
$288M +$313M +9,447,510 +554,106%
Principal Financial Group
14
Principal Financial Group
Iowa
$283M -$11M -331,754 -3%
DSA
15
Davis Selected Advisers
Arizona
$266M -$40.7M -1,226,821 -12%
MRCP
16
Manor Road Capital Partners
New York
$255M +$6.63M +200,000 +2%
Berkshire Hathaway
17
Berkshire Hathaway
Nebraska
$224M
BWA
18
Brave Warrior Advisors
New York
$195M -$18.9M -568,505 -8%
GCM
19
Glenview Capital Management
New York
$171M -$20.1M -606,242 -10%
FAM
20
Foxhaven Asset Management
Virginia
$170M +$19.6M +589,969 +12%
State Street
21
State Street
Massachusetts
$163M -$134M -4,031,809 -43%
HCM
22
Highline Capital Management
New York
$159M -$4.33M -130,500 -2%
Invesco
23
Invesco
Georgia
$156M -$87.2K -2,628 -0.1%
Norges Bank
24
Norges Bank
Norway
$150M +$41.9M +1,262,972 +35%
FCM
25
Farallon Capital Management
California
$149M +$26.4M +795,970 +19%

LBTYK Hedge Fund Activity: Q1 2018 in Review

386 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Liberty Global Class C (LBTYK) for Q1 2018, worth a combined $14.4B — down 12% from $16.4B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of LBTYK and 45 opened new positions — a net loss of 6 holders — while 132 trimmed existing stakes and 114 added.

The largest buyer was Pendal Group, adding an estimated $313M. The largest seller was First Eagle Investment Management, cutting an estimated $234M.

  • 386 institutional investors held Liberty Global Class C (LBTYK) as of Q1 2018, down from 397 in Q4 2017.
  • Funds reported $14.4B of Liberty Global Class C stock for Q1 2018, down 12% quarter-over-quarter.
  • 45 funds opened new Liberty Global Class C positions in Q1 2018 and 51 closed out, a net change of -6 holders.
  • The largest Liberty Global Class C buyer in Q1 2018 was Pendal Group, an estimated $313M added.
  • The largest Liberty Global Class C seller in Q1 2018 was First Eagle Investment Management, an estimated $234M sold.

Based on aggregated 13F filings for Q1 2018.