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Liberty Energy
LBRT

Overview Fund Activity

324 hedge funds and large institutions have $3.29B invested in Liberty Energy in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 98 increasing their positions, 124 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+8
Holders Change %
+2.53%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
63
Increased
98
Reduced
124
Closed
52
Calls
$9.19M
Puts
$14.3M
Net Calls
-$5.15M
Net Calls Change
-$6.83M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$96M
2
Citadel Advisors
2
Citadel Advisors
Florida
$41.4M
3
Macquarie Group
3
Macquarie Group
Australia
$132M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$20.3M
5
American Century Companies
5
American Century Companies
Missouri
$103M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$39.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$302M
3
HAI
3
Hennessy Advisors Inc
California
$9.59M
4
CF
4
Canoe Financial
Alberta, Canada
$48.7M
5
ACG
5
Aventail Capital Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
226
State of Wisconsin Investment Board
Wisconsin
$288K +$24.5K +1,231 +9%
EI
227
Ellevest Inc
New York
$277K -$76.3K -3,837 -22%
SWP
228
Stratos Wealth Partners
Ohio
$273K +$273K +13,739 New
PEAK6
229
PEAK6
Illinois
$270K +$270K +13,578 New
Verition Fund Management
230
Verition Fund Management
Connecticut
$268K -$1.56M -78,348 -85%
CG
231
Caprock Group
Idaho
$268K -$144K -7,215 -35%
EIP
232
Epoch Investment Partners
New York
$261K -$1.72M -86,227 -87%
VI
233
Vestcor Inc
New Brunswick, Canada
$253K -$498K -25,000 -66%
PWM
234
Perigon Wealth Management
California
$236K -$66.2K -2,862 -22%
GCM
235
Gallacher Capital Management
Colorado
$232K -$3.14K -158 -1%
SC
236
Syon Capital
California
$230K +$230K +11,541 New
IAIM
237
International Assets Investment Management
Florida
$224K -$4.26M -205,547 -95%
X
238
Xponance
Pennsylvania
$224K +$14.6K +733 +7%
USAA
239
United Services Automobile Association
Texas
$215K – – –
Cerity Partners
240
Cerity Partners
New York
$214K +$214K +10,957 New
CFG
241
Cooper Financial Group
California
$209K +$209K +10,496 New
FRM
242
Fox Run Management
Connecticut
$208K +$208K +10,459 New
PCMC
243
Paragon Capital Management (Colorado)
Colorado
$206K -$4.79K -241 -2%
CIBC Asset Management
244
CIBC Asset Management
Ontario, Canada
$200K +$200K +10,075 New
NAAA
245
New Age Alpha Advisors
New York
$195K +$195K +9,804 New
KBC Group
246
KBC Group
Belgium
$157K +$59.3K +2,978 +61%
SOAMC
247
Spirit of America Management Corp
New York
$139K – – –
BC
248
Bayforest Capital
United Kingdom
$135K +$135K +6,781 New
Walleye Trading
249
Walleye Trading
New York
$131K +$131K +6,602 New
MAM
250
Meeder Asset Management
Ohio
$120K +$120K +6,046 New
8 9
10
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