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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 %
S
301
SignatureFD
Georgia
$14.1K +$435 +21 +3%
EWA
302
EverSource Wealth Advisors
Alabama
$14.1K – – –
ITFISA
303
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$12.3K -$834K -41,970 -99%
Mitsubishi UFJ Asset Management
304
Mitsubishi UFJ Asset Management
Japan
$11.3K – – –
AIM
305
Anchor Investment Management
South Carolina
$10.4K +$10.4K +500 New
WTA
306
Washington Trust Advisors
Massachusetts
$10.3K – – –
CIBC Private Wealth Group
307
CIBC Private Wealth Group
Georgia
$10.3K +$10.3K +489 New
TPCW
308
TD Private Client Wealth
New York
$9.35K -$2.51K -121 -21%
RFS
309
Richardson Financial Services
Massachusetts
$8.35K -$166 -8 -2%
SSB
310
Sandy Spring Bank
Maryland
$6.42K – – –
RFG
311
RFP Financial Group
Georgia
$5.99K – – –
GRP
312
Global Retirement Partners
California
$4.7K -$435 -21 -8%
BAM
313
Bellevue Asset Management
Washington
$3.9K – – –
BIA
314
Bell Investment Advisors
California
$3.56K +$497 +24 +16%
IA
315
IFP Advisors
Florida
$3.52K – – –
MAM
316
Meeder Asset Management
Ohio
$3.44K – – –
HCP
317
Hexagon Capital Partners
Arkansas
$3.25K +$3.25K +157 New
Fifth Third Bancorp
318
Fifth Third Bancorp
Ohio
$3.09K +$2.63K +127 +577%
FFO
319
Fortitude Family Office
Arizona
$2.88K -$4.75K -229 -62%
CTC
320
Central Trust Company
Missouri
$1.89K – – –
JWA
321
JFS Wealth Advisors
Pennsylvania
$1.87K -$207 -10 -10%
HIA
322
Harbor Investment Advisory
Maryland
$1.47K +$1.47K +71 New
VCM
323
Versant Capital Management
Arizona
$1.45K – – –
DA
324
Denali Advisors
California
$1.39K – – –
FMII
325
Farmers & Merchants Investments Inc
Nebraska
$1.35K – – –
11 12
13
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