We are live on ! Find out more
LBRT icon

Liberty Energy
LBRT

326 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, 125 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 52

3% more funds holding

Funds holding: 318 → 326 (+8)

2% less capital invested

Capital invested by funds: $3.35B → $3.29B (-$59M)

5.03% less ownership

Funds ownership: 106.23% → 101.2% (-5%)

22% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 125

36% less call options, than puts

Call options by funds: $9.19M | Put options by funds: $14.3M

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
326
Holders Change
+8
Holders Change %
+2.52%
% of All Funds
4.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
63
Increased
98
Reduced
125
Closed
52
Calls
$9.19M
Puts
$14.3M
Net Calls
-$5.15M
Net Calls Change
-$6.83M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$40.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$34.2M
3
Macquarie Group
Macquarie Group
Australia
+$21.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$18.9M
5
American Century Companies
American Century Companies
Missouri
+$9.35M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$59.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$53.8M
3
HAI
Hennessy Advisors Inc
California
-$32.8M
4
CF
Canoe Financial
Alberta, Canada
-$31M
5
ACG
Aventail Capital Group
New York
-$21.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of Wisconsin Investment Board
226
State of Wisconsin Investment Board
Wisconsin
$288K +$22.8K +1,231 +9%
EI
227
Ellevest Inc
New York
$277K -$71K -3,837 -22%
SWP
228
Stratos Wealth Partners
Ohio
$273K +$254K +13,739 New
PEAK6
229
PEAK6
Illinois
$270K +$251K +13,578 New
Verition Fund Management
230
Verition Fund Management
Connecticut
$268K -$1.45M -78,348 -85%
CG
231
Caprock Group
Idaho
$268K -$133K -7,215 -35%
EIP
232
Epoch Investment Partners
New York
$261K -$1.59M -86,227 -87%
HC
233
Henshaw Capital
Massachusetts
$256K – – –
VI
234
Vestcor Inc
New Brunswick, Canada
$253K -$462K -25,000 -66%
PWM
235
Perigon Wealth Management
California
$236K -$52.9K -2,862 -22%
GCM
236
Gallacher Capital Management
Colorado
$232K -$2.92K -158 -1%
SC
237
Syon Capital
California
$230K +$213K +11,541 New
IAIM
238
International Assets Investment Management
Florida
$224K -$3.8M -205,547 -95%
X
239
Xponance
Pennsylvania
$224K +$13.6K +733 +7%
USAA
240
United Services Automobile Association
Texas
$215K – – –
Cerity Partners
241
Cerity Partners
New York
$214K +$203K +10,957 New
CFG
242
Cooper Financial Group
California
$209K +$194K +10,496 New
FRM
243
Fox Run Management
Connecticut
$208K +$193K +10,459 New
PCMC
244
Paragon Capital Management (Colorado)
Colorado
$206K -$4.46K -241 -2%
CIBC Asset Management
245
CIBC Asset Management
Ontario, Canada
$200K +$186K +10,075 New
NAAA
246
New Age Alpha Advisors
New York
$195K +$181K +9,804 New
KBC Group
247
KBC Group
Belgium
$157K +$55.1K +2,978 +61%
SOAMC
248
Spirit of America Management Corp
New York
$139K – – –
BC
249
Bayforest Capital
United Kingdom
$135K +$125K +6,781 New
Walleye Trading
250
Walleye Trading
New York
$131K +$122K +6,602 New
8 9
10
11 12

LBRT Hedge Fund Activity: Q4 2024 in Review

326 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q4 2024, worth a combined $3.29B — down 1.8% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new LBRT positions and 52 closed out — a net gain of 11 holders — while 98 added to existing stakes and 125 trimmed.

The largest buyer was Franklin Resources, adding an estimated $40.6M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $59.2M.

  • 326 institutional investors held Liberty Energy (LBRT) as of Q4 2024, up from 318 in Q3 2024.
  • Funds reported $3.29B of Liberty Energy stock for Q4 2024, down 1.8% quarter-over-quarter.
  • 63 funds opened new Liberty Energy positions in Q4 2024 and 52 closed out, a net change of +11 holders.
  • The largest Liberty Energy buyer in Q4 2024 was Franklin Resources, an estimated $40.6M added.
  • The largest Liberty Energy seller in Q4 2024 was T. Rowe Price Investment Management, an estimated $59.2M sold.

Based on aggregated 13F filings for Q4 2024.