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Liberty Energy
LBRT

Overview Fund Activity

337 hedge funds and large institutions have $3.52B invested in Liberty Energy in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 120 increasing their positions, 114 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+24
Holders Change %
+7.67%
% of All Funds
4.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
64
Increased
120
Reduced
114
Closed
38
Calls
$6.22M
Puts
$4.3M
Net Calls
+$1.91M
Net Calls Change
+$266K

Top Buyers

1
CF
Canoe Financial
Alberta, Canada
$71M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$140M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$281M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$27.8M
5
Millennium Management
Millennium Management
New York
$24.6M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$134M
2
Vanguard Group
Vanguard Group
Pennsylvania
$373M
3
EAM
Eagle Asset Management
Florida
$11.5M
4
Morgan Stanley
Morgan Stanley
New York
$38.1M
5
Lazard Asset Management
Lazard Asset Management
New York
$5.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
226
Prelude Capital Management
New York
$359K +$112K +5,397 +45%
BHCM
227
Brevan Howard Capital Management
Jersey
$351K +$351K +16,925 New
PP
228
Paloma Partners
Connecticut
$349K +$349K +16,836 New
Walleye Capital
229
Walleye Capital
New York
$349K +$349K +16,827 New
AA
230
AlphaMark Advisors
Kentucky
$348K +$348K +16,786 New
AIP
231
Ameritas Investment Partners
Nebraska
$340K -$12.9K -622 -4%
AA
232
ALPS Advisors
Colorado
$337K -$35.9K -1,734 -10%
Capstone Investment Advisors
233
Capstone Investment Advisors
New York
$329K +$329K +15,897 New
LS
234
Livforsakringsbolaget Skandia
Sweden
$327K – – –
GSC
235
Grey Street Capital
Illinois
$320K +$320K +15,448 New
ET
236
Equitable Trust
Tennessee
$319K – – –
MM
237
MQS Management
New York
$309K +$309K +14,905 New
MWA
238
Meridian Wealth Advisors
Texas
$307K – – –
Creative Planning
239
Creative Planning
Kansas
$302K +$78.3K +3,779 +35%
HighTower Advisors
240
HighTower Advisors
Illinois
$302K +$43.6K +2,103 +17%
PFS
241
Prospera Financial Services
Texas
$299K +$299K +14,431 New
CL
242
CSS LLC
Illinois
$296K +$296K +14,300 New
Envestnet Portfolio Solutions
243
Envestnet Portfolio Solutions
Illinois
$296K +$11.3K +543 +4%
VPIM
244
Vanguard Personalized Indexing Management
California
$287K +$54.3K +2,622 +23%
WDL
245
Well Done LLC
Michigan
$287K +$6.84K +330 +2%
IAIM
246
International Assets Investment Management
Florida
$268K -$1.8K -86 -0.7%
VI
247
Vestcor Inc
New Brunswick, Canada
$263K – – –
FRM
248
Fox Run Management
Connecticut
$260K +$260K +12,548 New
EFA
249
Edge Financial Advisors
Illinois
$253K +$253K +12,220 New
Susquehanna International Group
250
Susquehanna International Group
Pennsylvania
$251K -$8.33M -402,110 -97%
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