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Liberty Energy
LBRT

326 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, 125 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 52

3% more funds holding

Funds holding: 318 → 326 (+8)

2% less capital invested

Capital invested by funds: $3.35B → $3.29B (-$59M)

5.03% less ownership

Funds ownership: 106.23% → 101.2% (-5%)

22% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 125

36% less call options, than puts

Call options by funds: $9.19M | Put options by funds: $14.3M

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
326
Holders Change
+8
Holders Change %
+2.52%
% of All Funds
4.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
63
Increased
98
Reduced
125
Closed
52
Calls
$9.19M
Puts
$14.3M
Net Calls
-$5.15M
Net Calls Change
-$6.83M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$40.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$34.2M
3
Macquarie Group
Macquarie Group
Australia
+$21.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$18.9M
5
American Century Companies
American Century Companies
Missouri
+$9.35M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$59.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$53.8M
3
HAI
Hennessy Advisors Inc
California
-$32.8M
4
CF
Canoe Financial
Alberta, Canada
-$31M
5
ACG
Aventail Capital Group
New York
-$21.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACG
326
Aventail Capital Group
New York
– -$21.4M -1,122,895 Closed
Millennium Management
327
Millennium Management
New York
– -$19.6M -1,027,726 Closed
CPCM
328
Cardinal Point Capital Management
Ontario, Canada
– -$7.64M -400,000 Closed
TI
329
Trexquant Investment
Connecticut
– -$7.59M -397,779 Closed
TIM
330
Thornburg Investment Management
New Mexico
– -$7.03M -368,316 Closed
OAM
331
Oberweis Asset Management
Illinois
– -$6.23M -326,500 Closed
Loomis, Sayles & Company
332
Loomis, Sayles & Company
Massachusetts
– -$6.04M -316,140 Closed
TC
333
TwinBeech Capital
New York
– -$5.54M -290,086 Closed
Man Group
334
Man Group
United Kingdom
– -$5.08M -265,857 Closed
Qube Research & Technologies (QRT)
335
Qube Research & Technologies (QRT)
United Kingdom
– -$3.51M -184,042 Closed
Jacobs Levy Equity Management
336
Jacobs Levy Equity Management
New Jersey
– -$3.11M -162,726 Closed
TD Asset Management
337
TD Asset Management
Ontario, Canada
– -$2.43M -128,208 Closed
CI
338
CX Institutional
Indiana
– -$2.17M -113,676 Closed
OAC
339
OMERS Administration Corp
Ontario, Canada
– -$1.73M -90,400 Closed
MWM
340
Moran Wealth Management
Florida
– -$1.68M -88,266 Closed
Baird Financial Group
341
Baird Financial Group
Wisconsin
– -$1.52M -79,643 Closed
CM
342
Castleark Management
Illinois
– -$1.5M -78,490 Closed
Teacher Retirement System of Texas
343
Teacher Retirement System of Texas
Texas
– -$1.43M -74,680 Closed
SSA
344
Schonfeld Strategic Advisors
New York
– -$1.34M -70,142 Closed
DTL
345
Dynamic Technology Lab
Singapore
– -$1.23M -64,338 Closed
SBH
346
Segall Bryant & Hamill
Illinois
– -$1.21M -63,608 Closed
A
347
AlphaQuest
New York
– -$1.2M -62,979 Closed
EGM
348
Engineers Gate Manager
New York
– -$1.17M -61,240 Closed
JF
349
Jump Financial
Illinois
– -$985K -51,580 Closed
SCM
350
Sandler Capital Management
New York
– -$967K -50,666 Closed
12 13
14
15 16

LBRT Hedge Fund Activity: Q4 2024 in Review

326 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q4 2024, worth a combined $3.29B — down 1.8% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new LBRT positions and 52 closed out — a net gain of 11 holders — while 98 added to existing stakes and 125 trimmed.

The largest buyer was Franklin Resources, adding an estimated $40.6M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $59.2M.

  • 326 institutional investors held Liberty Energy (LBRT) as of Q4 2024, up from 318 in Q3 2024.
  • Funds reported $3.29B of Liberty Energy stock for Q4 2024, down 1.8% quarter-over-quarter.
  • 63 funds opened new Liberty Energy positions in Q4 2024 and 52 closed out, a net change of +11 holders.
  • The largest Liberty Energy buyer in Q4 2024 was Franklin Resources, an estimated $40.6M added.
  • The largest Liberty Energy seller in Q4 2024 was T. Rowe Price Investment Management, an estimated $59.2M sold.

Based on aggregated 13F filings for Q4 2024.