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Liberty Energy
LBRT

265 hedge funds and large institutions have $2.08B invested in Liberty Energy in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 123 increasing their positions, 84 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 84

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

20% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $2.35M

3% more funds holding

Funds holding: 258 → 265 (+7)

4% more capital invested

Capital invested by funds: $2B → $2.08B (+$82M)

0.81% more ownership

Funds ownership: 88.47% → 89.28% (+0.81%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
265
Holders Change
+7
Holders Change %
+2.71%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
36
Increased
123
Reduced
84
Closed
28
Calls
$2.83M
Puts
$2.35M
Net Calls
+$480K
Net Calls Change
-$4.78M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$19.3M
2
BlackRock
BlackRock
New York
+$17.8M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$14.4M
4
EIP
Epoch Investment Partners
New York
+$11.3M
5
JP Morgan Chase
JP Morgan Chase
New York
+$9.42M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$30.9M
2
Millennium Management
Millennium Management
New York
-$20.8M
3
Macquarie Group
Macquarie Group
Australia
-$18.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.8M
5
OC
Oakmont Corp
California
-$10.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
251
Sutton Wealth Advisors
Florida
$2.67K +$2.59K +200 New
GWS
252
Glassman Wealth Services
Virginia
$2.58K +$194 +15 +8%
IA
253
IFP Advisors
Florida
$2.27K – – –
PVH
254
Psagot Value Holdings
Israel
$2K -$13 -1 -0.8%
GRP
255
Global Retirement Partners
California
$1.93K +$78 +6 +4%
VCM
256
Versant Capital Management
Arizona
$1.65K +$687 +53 +76%
BIA
257
Bell Investment Advisors
California
$1.11K -$985 -76 -48%
IFAM
258
Institutional & Family Asset Management
Colorado
$923 – – –
JWA
259
JFS Wealth Advisors
Pennsylvania
$829 +$130 +10 +19%
HI
260
Harbour Investments
Wisconsin
$575 -$39 -3 -7%
SIC
261
SJS Investment Consulting
Ohio
$428 +$130 +10 +45%
AF
262
Advisornet Financial
Minnesota
$361 +$26 +2 +8%
DI
263
Disciplined Investments
Oklahoma
$348 +$13 +1 +4%
TWP
264
TFO Wealth Partners
Ohio
$94 – – –
Comerica Bank
265
Comerica Bank
Texas
$1 +$9.44M +728,462 New
Balyasny Asset Management
266
Balyasny Asset Management
Illinois
– -$30.9M -2,411,878 Closed
Point72 Asset Management
267
Point72 Asset Management
Connecticut
– -$6.55M -511,451 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
268
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$5.36M -418,600 Closed
E
269
Ergoteles
New York
– -$5.35M -417,444 Closed
SCM
270
SIR Capital Management
New York
– -$4.2M -328,183 Closed
BM
271
Bridger Management
New York
– -$2.41M -188,000 Closed
Capital Fund Management (CFM)
272
Capital Fund Management (CFM)
France
– -$1.57M -122,589 Closed
ADIM
273
Alpha DNA Investment Management
Maryland
– -$1.07M -83,567 Closed
CIC
274
Cornercap Investment Counsel
Georgia
– -$907K -70,807 Closed
CANY
275
Caxton Associates (New York)
New York
– -$897K -70,037 Closed
8 9 10
11
12

LBRT Hedge Fund Activity: Q2 2023 in Review

265 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q2 2023, worth a combined $2.08B — up 4.1% from $2B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new LBRT positions and 28 closed out — a net gain of 8 holders — while 123 added to existing stakes and 84 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $19.3M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $30.9M sold.

  • 265 institutional investors held Liberty Energy (LBRT) as of Q2 2023, up from 258 in Q1 2023.
  • Funds reported $2.08B of Liberty Energy stock for Q2 2023, up 4.1% quarter-over-quarter.
  • 36 funds opened new Liberty Energy positions in Q2 2023 and 28 closed out, a net change of +8 holders.
  • The largest Liberty Energy buyer in Q2 2023 was Citadel Advisors, an estimated $19.3M added.
  • The largest Liberty Energy seller in Q2 2023 was Balyasny Asset Management, an estimated $30.9M sold.

Based on aggregated 13F filings for Q2 2023.