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Liberty Energy

250 hedge funds and large institutions have $2.36B invested in Liberty Energy in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 85 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more call options, than puts

Call options by funds: $7.33M | Put options by funds: $1.74M

187% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 23

27% more capital invested

Capital invested by funds: $1.86B → $2.36B (+$496M)

17% more funds holding

Funds holding: 213250 (+37)

10% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 77

5.14% more ownership

Funds ownership: 78.7%83.83% (+5.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
250
Holders Change
+37
Holders Change %
+17.37%
% of All Funds
4.02%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
66
Increased
85
Reduced
77
Closed
23
Calls
$7.33M
Puts
$1.74M
Net Calls
+$5.59M
Net Calls Change
+$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
226
Global Retirement Partners
California
$6.08K +$6.04K +380 New
IA
227
IFP Advisors
Florida
$6K +$4.66K +293 New
CIM
228
Contravisory Investment Management
Massachusetts
$5.91K
BWM
229
Baystate Wealth Management
Massachusetts
$5K +$4.96K +312 New
SSB
230
Sandy Spring Bank
Maryland
$4.96K +$4.93K +310 New
EWA
231
EverSource Wealth Advisors
Alabama
$3.11K
BAM
232
Bellevue Asset Management
Washington
$2.53K +$414 +26 +20%
SC
233
Schubert & Co
Texas
$2.29K +$223 +14 +11%
CAL
234
Capital Advisors Ltd
Ohio
$2K +$1.61K +101 +316%
GWS
235
Glassman Wealth Services
Virginia
$1.89K +$239 +15 +15%
VCM
236
Versant Capital Management
Arizona
$1.12K
JWA
237
JFS Wealth Advisors
Pennsylvania
$865 +$48 +3 +6%
IFAM
238
Institutional & Family Asset Management
Colorado
$865 +$859 +54 New
MCC
239
Money Concepts Capital
Florida
$801 +$795 +50 New
FFA
240
Farther Finance Advisors
California
$784 +$779 +49 New
HS
241
Horan Securities
United States
$704 +$700 +44 New
BIA
242
Bell Investment Advisors
California
$656
TWP
243
TFO Wealth Partners
Ohio
$649 +$48 +3 New
SIC
244
SJS Investment Consulting
Ohio
$544 -$95 -6 -15%
S
245
SignatureFD
Georgia
$528 +$143 +9 +38%
DI
246
Disciplined Investments
Oklahoma
$352 -$16 -1 -4%
HCP
247
Hexagon Capital Partners
Arkansas
$352 +$350 +22 New
AF
248
Advisornet Financial
Minnesota
$288 +$286 +18 New
SG
249
Sourcerock Group
Colorado
-$14.8M -1,165,695 Closed
MIM
250
Merewether Investment Management
Texas
-$9.06M -714,182 Closed

LBRT Hedge Fund Activity: Q4 2022 in Review

250 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q4 2022, worth a combined $2.36B — up 27% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new LBRT positions and 23 closed out — a net gain of 43 holders — while 85 added to existing stakes and 77 trimmed.

The largest buyer was Eagle Asset Management, opening a new position worth an estimated $39.6M. The largest seller was Deutsche Bank, cutting an estimated $56.3M.

  • 250 institutional investors held Liberty Energy (LBRT) as of Q4 2022, up from 213 in Q3 2022.
  • Funds reported $2.36B of Liberty Energy stock for Q4 2022, up 27% quarter-over-quarter.
  • 66 funds opened new Liberty Energy positions in Q4 2022 and 23 closed out, a net change of +43 holders.
  • The largest Liberty Energy buyer in Q4 2022 was Eagle Asset Management, an estimated $39.6M added.
  • The largest Liberty Energy seller in Q4 2022 was Deutsche Bank, an estimated $56.3M sold.

Based on aggregated 13F filings for Q4 2022.