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Liberty Energy
LBRT

84 hedge funds and large institutions have $2.77B invested in Liberty Energy in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 16 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,463% more call options, than puts

Call options by funds: $2.92M | Put options by funds: $114K

125% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 16

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

16% more capital invested

Capital invested by funds: $2.39B → $2.77B (+$379M)

5% more funds holding

Funds holding: 80 → 84 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.36% less ownership

Funds ownership: 183.96% → 183.6% (-0.36%)

Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
36
Reduced
16
Closed
20
Calls
$2.92M
Puts
$114K
Net Calls
+$2.81M
Net Calls Change
+$2.81M

Top Buyers

1
BlackRock
BlackRock
New York
+$44.2M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$34.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$32M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$31.7M
5
ClearBridge Investments
ClearBridge Investments
New York
+$19M

Top Sellers

1
CG
Carlyle Group
District of Columbia
-$48.1M
2
RH
Riverstone Holdings
New York
-$48.1M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$25.4M
4
Wells Fargo
Wells Fargo
California
-$17.1M
5
PC
Precocity Capital
Connecticut
-$11.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
QF
26
QVT Financial
New York
$2.71M – – –
ECM
27
Evergreen Capital Management
Washington
$2.38M -$29.5K -1,525 -1%
CEP
28
Chicago Equity Partners
Illinois
$2.32M +$2.08M +107,665 New
Deutsche Bank
29
Deutsche Bank
Germany
$2.27M +$1.42M +73,481 +233%
JP Morgan Chase
30
JP Morgan Chase
New York
$1.81M -$1.79M -92,508 -52%
Morgan Stanley
31
Morgan Stanley
New York
$1.75M +$805K +41,561 +105%
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$1.46M +$876K +45,240 +201%
Bank of America
33
Bank of America
North Carolina
$1.42M -$694K -35,863 -35%
VFM
34
Viking Fund Management
North Dakota
$1.29M +$1.16M +60,000 New
KA
35
Kaizen Advisory
Illinois
$1.11M +$1M +51,671 New
Invesco
36
Invesco
Georgia
$1.08M +$972K +50,198 New
Citadel Advisors
37
Citadel Advisors
Florida
$1.04M +$938K +48,438 New
ADMI
38
Albert D. Mason Inc
Massachusetts
$968K -$13K -670 -1%
AllianceBernstein
39
AllianceBernstein
Tennessee
$936K +$308K +15,900 +58%
Wells Fargo
40
Wells Fargo
California
$889K -$17.1M -883,826 -96%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$783K +$450K +23,222 +177%
PPA
42
Parametric Portfolio Associates
Washington
$678K +$245K +12,673 +68%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$650K +$313K +16,154 +115%
AIG
44
American International Group
New York
$634K +$382K +19,716 +204%
COPPSERS
45
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$610K +$164K +8,488 +43%
GC
46
Guggenheim Capital
Illinois
$584K +$525K +27,095 New
LPL Financial
47
LPL Financial
California
$453K +$17.5K +905 +5%
MIM
48
MetLife Investment Management
New Jersey
$439K +$394K +20,373 New
Barclays
49
Barclays
United Kingdom
$358K +$300K +15,508 +1,428%
OAM
50
Oxford Asset Management
United Kingdom
$351K +$315K +16,275 New
1
2
3 4 5

LBRT Hedge Fund Activity: Q3 2018 in Review

84 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q3 2018, worth a combined $2.77B — up 16% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new LBRT positions and 20 closed out — a net gain of 4 holders — while 36 added to existing stakes and 16 trimmed.

The largest buyer was BlackRock, adding an estimated $44.2M. The largest seller was Carlyle Group, cutting an estimated $48.1M.

  • 84 institutional investors held Liberty Energy (LBRT) as of Q3 2018, up from 80 in Q2 2018.
  • Funds reported $2.77B of Liberty Energy stock for Q3 2018, up 16% quarter-over-quarter.
  • 24 funds opened new Liberty Energy positions in Q3 2018 and 20 closed out, a net change of +4 holders.
  • The largest Liberty Energy buyer in Q3 2018 was BlackRock, an estimated $44.2M added.
  • The largest Liberty Energy seller in Q3 2018 was Carlyle Group, an estimated $48.1M sold.

Based on aggregated 13F filings for Q3 2018.