Liberty Energy
LBRT
313 hedge funds and large institutions have $3.01B invested in Liberty Energy in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 93 increasing their positions, 115 reducing their positions, and 24 closing their positions.
233% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 24
97% more call options, than puts
Call options by funds: $3.34M | Put options by funds: $1.69M
19% more funds holding
Funds holding: 262 → 313 (+51)
2.19% more ownership
Funds ownership: 96.35% → 98.54% (+2.2%)
1% less capital invested
Capital invested by funds: $3.06B → $3.01B (-$41.7M)
19% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 115
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$60.2M |
| 2 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$42.5M |
| 3 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$42.2M |
| 4 |
Morgan Stanley
New York
|
+$23.4M |
| 5 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$22.3M |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$71.9M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$42.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$25.1M |
| 4 |
VanEck Associates
New York
|
-$19.1M |
| 5 |
Renaissance Technologies
New York
|
-$18.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
326
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$311K | -16,797 | Closed |
|
|
JFG
327
Jefferies Financial Group
New York
| – | -$289K | -15,590 | Closed |
|
|
VI
328
Versor Investments
New York
| – | -$271K | -14,659 | Closed |
|
329
CIBC Asset Management
Toronto,
Ontario, Canada
| – | -$232K | -12,552 | Closed |
|
|
BFM
330
Boothbay Fund Management
New York
| – | -$200K | -10,814 | Closed |
|
|
CCIA
331
Campbell & Co Investment Adviser
Baltimore,
Maryland
| – | -$189K | -10,189 | Closed |
|
|
SIM
332
Sandia Investment Management
Boston,
Massachusetts
| – | -$117K | -6,300 | Closed |
|
333
Group One Trading
Chicago,
Illinois
| – | -$32.9K | -1,731 | Closed |
|
|
FDCDDQ
334
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$18.5K | -1,000 | Closed |
|
|
MSFP
335
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| – | -$9.26K | -500 | Closed |
|
|
TWM
336
Tradition Wealth Management
Edina,
Minnesota
| – | -$4K | -223 | Closed |
|
|
LFA
337
LGT Financial Advisors
Dallas,
Texas
| – | -$2.48K | -134 | Closed |
|
LBRT Hedge Fund Activity: Q4 2023 in Review
313 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q4 2023, worth a combined $3.01B — down 1.4% from $3.06B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new LBRT positions and 24 closed out — a net gain of 56 holders — while 93 added to existing stakes and 115 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $60.2M. The largest seller was Citadel Advisors, cutting an estimated $71.9M.
- 313 institutional investors held Liberty Energy (LBRT) as of Q4 2023, up from 262 in Q3 2023.
- Funds reported $3.01B of Liberty Energy stock for Q4 2023, down 1.4% quarter-over-quarter.
- 80 funds opened new Liberty Energy positions in Q4 2023 and 24 closed out, a net change of +56 holders.
- The largest Liberty Energy buyer in Q4 2023 was Fidelity Investments, an estimated $60.2M added.
- The largest Liberty Energy seller in Q4 2023 was Citadel Advisors, an estimated $71.9M sold.
Based on aggregated 13F filings for Q4 2023.