Liberty Energy
LBRT
331 hedge funds and large institutions have $3.53B invested in Liberty Energy in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 128 increasing their positions, 121 reducing their positions, and 42 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 121
0% more capital invested
Capital invested by funds: $3.52B → $3.53B (+$5M)
0% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 42
1.03% less ownership
Funds ownership: 102.34% → 101.31% (-1%)
2% less funds holding
Funds holding: 337 → 331 (-6)
16% less call options, than puts
Call options by funds: $2.9M | Put options by funds: $3.47M
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$42.9M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$19M |
| 3 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$14.3M |
| 4 |
ECM
ExodusPoint Capital Management
New York
|
+$13.5M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$38.9M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$21.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$16.4M |
| 4 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$15.9M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$14.3M |
LBRT Hedge Fund Activity: Q2 2024 in Review
331 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q2 2024, worth a combined $3.53B — up 0.14% from $3.52B a quarter earlier.
Fund positioning in LBRT was balanced in Q2 2024: 42 funds opened new positions, 42 closed out, 128 added to existing stakes and 121 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $42.9M. The largest seller was Jupiter Asset Management, cutting an estimated $38.9M.
- 331 institutional investors held Liberty Energy (LBRT) as of Q2 2024, down from 337 in Q1 2024.
- Funds reported $3.53B of Liberty Energy stock for Q2 2024, up 0.14% quarter-over-quarter.
- 42 funds opened new Liberty Energy positions in Q2 2024 and 42 closed out, a net change of 0 holders.
- The largest Liberty Energy buyer in Q2 2024 was Fidelity Investments, an estimated $42.9M added.
- The largest Liberty Energy seller in Q2 2024 was Jupiter Asset Management, an estimated $38.9M sold.
Based on aggregated 13F filings for Q2 2024.