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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 %
MPWT
301
MassMutual Private Wealth & Trust
Connecticut
$2.17K -$338 -17 -13%
HWM
302
Hemington Wealth Management
Virginia
$2K +$1.15K +63 +134%
CTC
303
Central Trust Company
Missouri
$1.81K – – –
BIA
304
Bell Investment Advisors
California
$1.65K -$1.83K -92 -53%
FMII
305
Farmers & Merchants Investments Inc
Nebraska
$1.29K – – –
Jones Financial Companies
306
Jones Financial Companies
Missouri
$1.09K +$1.09K +55 New
SO
307
Sierra Ocean
California
$1.07K +$1.07K +54 New
PMAM
308
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
FDCDDQ
309
Federation des caisses Desjardins du Quebec
Quebec, Canada
$995 – – –
SIC
310
SJS Investment Consulting
Ohio
$736 -$99 -5 -12%
FFA
311
Frazier Financial Advisors
Ohio
$669 -$7.1K -361 -91%
LFG
312
Larson Financial Group
Missouri
$577 – – –
WWP
313
WR Wealth Planners
Missouri
$577 – – –
DPW
314
DiNuzzo Private Wealth
Pennsylvania
$458 -$60 -3 -12%
GBT
315
Grove Bank & Trust
Florida
$418 +$418 +21 New
PFBT
316
Parkside Financial Bank & Trust
Missouri
$378 -$99 -5 -21%
GFPC
317
Global Financial Private Client
Florida
$199 +$199 +10 New
AWM
318
Abound Wealth Management
Tennessee
$180 – – –
CAM
319
Creekmur Asset Management
Illinois
$139 – – –
AssetMark Inc
320
AssetMark Inc
California
$119 +$119 +6 New
PWM
321
Parkworth Wealth Management
California
$80 +$80 +4 New
CIAM
322
Caitong International Asset Management
Hong Kong
$40 +$40 +2 New
BIG
323
Brooklyn Investment Group
New York
$20 +$20 +1 New
ACG
324
Aventail Capital Group
New York
– -$21.4M -1,122,895 Closed
Millennium Management
325
Millennium Management
New York
– -$19.6M -1,027,726 Closed
11 12
13
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