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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 %
DA
251
Duality Advisers
Florida
$248K +$248K +11,947 New
PS
252
Principal Securities
Iowa
$247K +$202K +9,771 +451%
TI
253
Tidal Investments
Wisconsin
$241K +$4.52K +218 +2%
TI
254
Trexquant Investment
Connecticut
$237K -$628K -30,301 -73%
USAA
255
United Services Automobile Association
Texas
$230K – – –
KAS
256
Kestra Advisory Services
Texas
$228K +$10.4K +501 +5%
X
257
Xponance
Pennsylvania
$207K – – –
GCM
258
Glaxis Capital Management
Florida
$207K +$207K +10,000 New
GCM
259
Gallacher Capital Management
Colorado
$206K +$206K +9,935 New
MFS
260
Mirabella Financial Services
United Kingdom
$200K +$200K +9,686 New
MLICM
261
Metropolitan Life Insurance Company (MetLife)
New York
$186K -$7.42K -358 -4%
State Board of Administration of Florida Retirement System
262
State Board of Administration of Florida Retirement System
Florida
$181K -$443K -34,580 -71%
USGIU
263
U.S. Global Investors (USGI)
Texas
$155K +$155K +7,500 New
MFG
264
Mendota Financial Group
Wisconsin
$146K +$146K +7,042 New
SOAMC
265
Spirit of America Management Corp
New York
$145K – – –
PNC Financial Services Group
266
PNC Financial Services Group
Pennsylvania
$134K +$66.5K +3,211 +98%
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$123K +$97.5K +4,707 +385%
SPIA
268
Steward Partners Investment Advisory
New York
$121K +$98.4K +4,750 +432%
TRCT
269
Tower Research Capital (TRC)
New York
$120K -$555K -26,808 -82%
FFA
270
Farther Finance Advisors
California
$104K -$210 -10 -0.2%
Osaic Holdings
271
Osaic Holdings
Arizona
$97.3K -$664K -32,047 -87%
QT
272
Quantbot Technologies
New York
$90.7K +$90.7K +4,379 New
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$90K +$4.07K +196 +5%
A
274
AlphaQuest
New York
$84K +$84K +4,053 New
US Bancorp
275
US Bancorp
Minnesota
$81.5K +$808 +39 +1%
9 10
11
12 13