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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
AWM
276
AE Wealth Management
Kansas
– -$613K -47,825 Closed
KWM
277
Kingsview Wealth Management
Oregon
– -$399K -31,138 Closed
SEC
278
Seven Eight Capital
New York
– -$382K -29,784 Closed
PTC
279
Petrus Trust Company
Texas
– -$272K -21,196 Closed
Rafferty Asset Management
280
Rafferty Asset Management
New York
– -$152K -11,831 Closed
FRM
281
Fox Run Management
Connecticut
– -$138K -10,802 Closed
Simplex Trading
282
Simplex Trading
Illinois
– -$90.8K -7,006 Closed
PI
283
PEAK6 Investments
Illinois
– -$66.2K -5,110 Closed
ASN
284
Advisory Services Network
Georgia
– -$23.4K -1,825 Closed
BAM
285
Belpointe Asset Management
Nevada
– -$17K -1,328 Closed
TWA
286
TCI Wealth Advisors
Arizona
– -$15.7K -1,223 Closed
MIM
287
Macroview Investment Management
Maryland
– -$11.4K -890 Closed
CIM
288
Contravisory Investment Management
Massachusetts
– -$4.73K -369 Closed
BWM
289
Baystate Wealth Management
Massachusetts
– -$4.01K -313 Closed
SC
290
Schubert & Co
Texas
– -$1.05K -82 Closed
SFG
291
Steward Financial Group
Texas
– -$1K -82 Closed
HS
292
Horan Securities
United States
– -$564 -44 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.