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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 %
UB
326
UMB Bank
Missouri
$1.29K +$1.29K +62 New
MPWT
327
MassMutual Private Wealth & Trust
Connecticut
$995 -$1.22K -59 -55%
SIC
328
SJS Investment Consulting
Ohio
$871 -$145 -7 -14%
AWM
329
Avior Wealth Management
Nebraska
$683 +$683 +33 New
WWP
330
WR Wealth Planners
Missouri
$601 +$601 +29 New
SAM
331
Smartleaf Asset Management
Massachusetts
$549 +$549 +27 New
IFAM
332
Institutional & Family Asset Management
Colorado
$497 -$911 -44 -65%
AWM
333
Abound Wealth Management
Tennessee
$415 – – –
PFBT
334
Parkside Financial Bank & Trust
Missouri
$394 -$62 -3 -14%
DPW
335
DiNuzzo Private Wealth
Pennsylvania
$373 +$62 +3 +20%
RIL
336
Rothschild Investment LLC
Illinois
$311 +$311 +15 New
TWP
337
TFO Wealth Partners
Ohio
$145 – – –
Amundi
338
Amundi
France
– -$10.6M -600,000 Closed
Point72 Asset Management
339
Point72 Asset Management
Connecticut
– -$10.2M -560,536 Closed
DCM
340
Driehaus Capital Management
Illinois
– -$6.76M -372,886 Closed
Alyeska Investment Group
341
Alyeska Investment Group
Illinois
– -$6.46M -355,997 Closed
Renaissance Technologies
342
Renaissance Technologies
New York
– -$5.42M -298,500 Closed
Capital Fund Management (CFM)
343
Capital Fund Management (CFM)
France
– -$2.52M -138,950 Closed
PRC
344
Pearl River Capital
Michigan
– -$1.45M -79,884 Closed
SCM
345
Semanteon Capital Management
Massachusetts
– -$902K -49,697 Closed
JCIA
346
Jackson Creek Investment Advisors
Colorado
– -$800K -44,082 Closed
FF
347
Friedenthal Financial
New Jersey
– -$699K -38,512 Closed
CAPTRUST Financial Advisors
348
CAPTRUST Financial Advisors
North Carolina
– -$582K -32,077 Closed
ACG
349
Aventail Capital Group
New York
– -$454K -25,000 Closed
Two Sigma Advisers
350
Two Sigma Advisers
New York
– -$395K -21,800 Closed
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14
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