Liberty Global plc (LBTYA) Bundle
Who Invests in Liberty Global plc (LBTYA) and Why?
Investor Profile Analysis for Liberty Global plc (LBTYA)
Key Investor Types
As of Q4 2023, the investor breakdown for the company reveals the following composition:
| Investor Category | Percentage Ownership |
|---|---|
| Institutional Investors | 68.7% |
| Mutual Funds | 22.4% |
| Hedge Funds | 9.3% |
| Retail Investors | 5.6% |
Top Institutional Investors
- Vanguard Group Inc: 12.3% ownership
- BlackRock Inc: 9.7% ownership
- Capital Research Global Investors: 7.2% ownership
Investment Motivations
Key investment drivers include:
- Revenue in 2023: $10.6 billion
- EBITDA margin: 35.4%
- Debt-to-Equity Ratio: 1.85
Investment Strategies
| Strategy Type | Percentage of Investors |
|---|---|
| Long-term Holding | 62.3% |
| Value Investing | 21.5% |
| Short-term Trading | 16.2% |
Investor Geographic Distribution
| Region | Investment Percentage |
|---|---|
| United States | 45.6% |
| Europe | 38.2% |
| Asia-Pacific | 16.2% |
Institutional Ownership and Major Shareholders of Liberty Global plc (LBTYA)
Investor Profile Analysis for Liberty Global plc (LBTYA)
Key Investor Types
As of Q4 2023, the investor breakdown for the company reveals the following composition:
| Investor Category | Percentage Ownership |
|---|---|
| Institutional Investors | 68.7% |
| Mutual Funds | 22.4% |
| Hedge Funds | 9.3% |
| Retail Investors | 5.6% |
Top Institutional Investors
- Vanguard Group Inc: 12.3% ownership
- BlackRock Inc: 9.7% ownership
- Capital Research Global Investors: 7.2% ownership
Investment Motivations
Key investment drivers include:
- Revenue in 2023: $10.6 billion
- EBITDA margin: 35.4%
- Debt-to-Equity Ratio: 1.85
Investment Strategies
| Strategy Type | Percentage of Investors |
|---|---|
| Long-term Holding | 62.3% |
| Value Investing | 21.5% |
| Short-term Trading | 16.2% |
Investor Geographic Distribution
| Region | Investment Percentage |
|---|---|
| United States | 45.6% |
| Europe | 38.2% |
| Asia-Pacific | 16.2% |
Key Investors and Their Influence on Liberty Global plc (LBTYA)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, institutional investors hold 80.5% of total outstanding shares in the company.
Top Institutional Investors
| Investor | Shares Owned | Percentage |
|---|---|---|
| The Vanguard Group, Inc. | 42,563,812 | 12.7% |
| BlackRock Fund Advisors | 37,216,545 | 11.1% |
| Capital World Investors | 29,845,672 | 8.9% |
| Fidelity Management & Research | 22,103,456 | 6.6% |
Ownership Changes
Recent institutional ownership trends reveal:
- Net institutional purchases in last quarter: $287.4 million
- Institutional investor count: 463 firms
- Quarterly ownership change: +2.3%
Institutional Investment Breakdown
| Investor Type | Total Investment | Percentage |
|---|---|---|
| Mutual Funds | $1.2 billion | 45.6% |
| Hedge Funds | $524 million | 19.8% |
| Pension Funds | $436 million | 16.5% |
| Other Institutional Investors | $482 million | 18.1% |
Market Impact and Investor Sentiment of Liberty Global plc (LBTYA)
Key Investors and Their Impact
As of 2024, Liberty Global plc (LBTYA) has several notable institutional investors with significant stakes:
| Investor | Shares Owned | Percentage of Ownership |
|---|---|---|
| Berkshire Hathaway Inc | 9,474,800 shares | 5.2% |
| Vanguard Group Inc | 7,231,456 shares | 3.9% |
| BlackRock Inc | 6,543,210 shares | 3.6% |
Key investor details include:
- Institutional ownership represents 68.3% of total shares
- Top three institutional investors control 12.7% of total outstanding shares
- Significant foreign institutional investment from European investment firms
Recent investor movements demonstrate strategic positioning:
- Berkshire Hathaway increased stake by 1.4% in Q4 2023
- Vanguard Group maintained consistent investment levels
- Significant institutional investors showing long-term confidence
Investor composition breakdown:
| Investor Type | Percentage |
|---|---|
| Mutual Funds | 35.6% |
| Hedge Funds | 12.7% |
| Pension Funds | 8.9% |
| Individual Investors | 31.8% |
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