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LIBERTY GLOBAL PLC (LBTYK): Hedge Funds Are Bullish and Insiders Are Undecided, What Should You Do?


In the eyes of many investors, hedge funds are seen as delayed, old investment tools of a forgotten age. Although there are more than 8,000 hedge funds trading in present day, Insider Monkey aim at the top tier of this group, about 525 funds. It is assumed that this group oversees most of the hedge fund industry’s total assets, and by paying attention to their best investments, we’ve revealed a number of investment strategies that have historically outstripped the S&P 500. Our small-cap hedge fund strategy outpaced the S&P 500 index by 18 percentage points per year for a decade in our back tests, and since we’ve began to sharing our picks with our subscribers at the end of August 2012, we have topped the S&P 500 index by 33 percentage points in 11 months (find a sample of our picks).

Equally as key, bullish insider trading activity is a second way to look at the world of equities. There are a number of motivations for an upper level exec to get rid of shares of his or her company, but just one, very clear reason why they would buy. Various empirical studies have demonstrated the valuable potential of this strategy if shareholders understand where to look (learn more here).

Thus, we’re going to examine the latest info about LIBERTY GLOBAL PLC (NASDAQ:LBTYK).


Hedge fund activity in LIBERTY GLOBAL PLC (NASDAQ:LBTYK)

At Q2’s end, a total of 68 of the hedge funds we track were long in this stock, a change of 21% from the previous quarter. With hedgies’ sentiment swirling, there exists a select group of noteworthy hedge fund managers who were increasing their stakes substantially.

Out of the hedge funds we follow, SPO Advisory Corp, managed by John H. Scully, holds the largest position in LIBERTY GLOBAL PLC (NASDAQ:LBTYK). SPO Advisory Corp has a $1.0473 billion position in the stock, comprising 14.1% of its 13F portfolio. On SPO Advisory Corp’s heels is Eagle Capital Management, managed by Boykin Curry, which held a $872.3 million position; 4.7% of its 13F portfolio is allocated to the company. Other peers with similar optimism include Chase Coleman and Feroz Dewan’s Tiger Global Management LLC, Eric Mindich’s Eton Park Capital and Steven Cohen’s SAC Capital Advisors.

As aggregate interest spiked, particular hedge funds have been driving this bullishness. SPO Advisory Corp, managed by John H. Scully, assembled the most valuable position in LIBERTY GLOBAL PLC (NASDAQ:LBTYK). SPO Advisory Corp had 1.0473 billion invested in the company at the end of the quarter. Boykin Curry’s Eagle Capital Management also initiated a $872.3 million position during the quarter. The other funds with new positions in the stock are Chase Coleman and Feroz Dewan’s Tiger Global Management LLC, Eric Mindich’s Eton Park Capital, and Steven Cohen’s SAC Capital Advisors.

What have insiders been doing with LIBERTY GLOBAL PLC (NASDAQ:LBTYK)?

Bullish insider trading is most useful when the company we’re looking at has seen transactions within the past half-year. Over the latest six-month time frame, LIBERTY GLOBAL PLC (NASDAQ:LBTYK) has experienced zero unique insiders buying, and zero insider sales (see the details of insider trades here).

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