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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 %
LDB
251
Lee, Danner & Bass
Tennessee
$99.5K +$99.5K +5,000 New
MFG
252
Mendota Financial Group
Wisconsin
$99.1K -$41.1K -2,068 -29%
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$99K -$94K -4,736 -49%
SPIA
254
Steward Partners Investment Advisory
New York
$94.3K -$22.4K -1,125 -19%
SCM
255
Sterling Capital Management
North Carolina
$93.8K -$470K -23,639 -83%
US Bancorp
256
US Bancorp
Minnesota
$86.7K +$3.56K +179 +4%
CFGS
257
Concourse Financial Group Securities
Alabama
$79.1K -$3.55K -160 -4%
Ohio Public Employees Retirement System (OPERS)
258
Ohio Public Employees Retirement System (OPERS)
Ohio
$68.2K +$10.7K +539 +19%
SAM
259
Smartleaf Asset Management
Massachusetts
$67.3K +$43K +2,184 +176%
LC
260
Lindbrook Capital
California
$64.9K -$1.19K -60 -2%
PNC Financial Services Group
261
PNC Financial Services Group
Pennsylvania
$61.1K -$130K -6,555 -68%
SWM
262
Spire Wealth Management
Virginia
$59.7K +$59.7K +3,002 New
TRCT
263
Tower Research Capital (TRC)
New York
$52.9K -$188K -9,446 -78%
CIBC Private Wealth Group
264
CIBC Private Wealth Group
Georgia
$47K +$33.8K +1,583 +258%
QCG
265
Quadrant Capital Group
Ohio
$43.4K -$23.1K -1,163 -35%
GM
266
GeoWealth Management
Illinois
$33.4K -$796 -40 -2%
C
267
Covestor
United Kingdom
$30K -$4.4K -218 -13%
AAP
268
Arax Advisory Partners
Colorado
$29.8K – – –
GI
269
GAMMA Investing
California
$25.9K -$37.2K -1,870 -59%
HCP
270
Hexagon Capital Partners
Arkansas
$24.7K +$9.77K +491 +65%
AF
271
Allworth Financial
California
$22.5K -$200 -9 -0.9%
EWA
272
EverSource Wealth Advisors
Alabama
$20.5K +$6.11K +307 +42%
FMP
273
Financial Management Professionals
Texas
$19.9K – – –
Nomura Asset Management
274
Nomura Asset Management
Japan
$19.9K – – –
FHA
275
First Horizon Advisors
Tennessee
$18.1K +$1.65K +83 +10%
9 10
11
12 13