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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
SEC
351
Seven Eight Capital
New York
– -$965K -50,527 Closed
SFM
352
Systematic Financial Management
New Jersey
– -$725K -37,963 Closed
GCP
353
GSA Capital Partners
United Kingdom
– -$619K -32,417 Closed
WAM
354
Weiss Asset Management
Massachusetts
– -$587K -30,774 Closed
HEIP
355
Hudson Edge Investment Partners
New Jersey
– -$558K -29,244 Closed
SCM
356
Semanteon Capital Management
Massachusetts
– -$452K -23,682 Closed
MF
357
Magnetar Financial
Illinois
– -$408K -21,350 Closed
XT
358
XTX Topco
Cayman Islands
– -$407K -21,321 Closed
VAM
359
Verity Asset Management
North Carolina
– -$377K -19,732 Closed
ACM
360
Aster Capital Management
United Arab Emirates
– -$372K -19,474 Closed
CL
361
CSS LLC
Illinois
– -$311K -16,300 Closed
QCM
362
QRG Capital Management
Illinois
– -$305K -15,995 Closed
AA
363
AlphaMark Advisors
Kentucky
– -$293K -15,341 Closed
OQS
364
Occudo Quantitative Strategies
Florida
– -$258K -13,528 Closed
Mercer Global Advisors
365
Mercer Global Advisors
Colorado
– -$228K -11,437 Closed
NC
366
nVerses Capital
Florida
– -$210K -11,000 Closed
SG Americas Securities
367
SG Americas Securities
New York
– -$206K -10,771 Closed
KAS
368
Kestra Advisory Services
Texas
– -$204K -10,700 Closed
USGIU
369
U.S. Global Investors (USGI)
Texas
– -$143K -7,500 Closed
QL
370
Quarry LP
New York
– -$38K -1,991 Closed
Acadian Asset Management
371
Acadian Asset Management
Massachusetts
– -$24K -1,259 Closed
CPA
372
Capital Performance Advisors
California
– -$14.2K -746 Closed
CA
373
Clearstead Advisors
Ohio
– -$6.97K -365 Closed
BTI
374
Blue Trust Inc
Georgia
– -$7.29K -349 Closed
SSB
375
Sandy Spring Bank
Maryland
– -$5.92K -310 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.