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Liberty Energy
LBRT

109 hedge funds and large institutions have $2.19B invested in Liberty Energy in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,635% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $97K

23% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 31

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

8% more capital invested

Capital invested by funds: $2.02B → $2.19B (+$167M)

2.13% more ownership

Funds ownership: 191.06% → 193.19% (+2.1%)

2% more funds holding

Funds holding: 107 → 109 (+2)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
24
Increased
38
Reduced
31
Closed
20
Calls
$1.68M
Puts
$97K
Net Calls
+$1.59M
Net Calls Change
+$71K

Top Buyers

Rank Fund Capital Flow
1
OC
Oakmont Corp
California
+$19M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$15.1M
3
AAMU
Amundi Asset Management US
Massachusetts
+$6.61M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.93M
5
N
Nuveen
North Carolina
+$5.01M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$15.7M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.73M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$4.54M
4
Goldman Sachs
Goldman Sachs
New York
-$2.75M
5
VFM
Viking Fund Management
North Dakota
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Hotchkis & Wiley Capital Management
26
Hotchkis & Wiley Capital Management
California
$4.55M +$147K +9,600 +4%
Ameriprise
27
Ameriprise
Minnesota
$4.12M +$1.23M +80,355 +46%
American Century Companies
28
American Century Companies
Missouri
$3.93M +$1.12M +72,961 +43%
Charles Schwab
29
Charles Schwab
California
$3.78M +$49.4K +3,224 +1%
AIFS
30
A&I Financial Services
Colorado
$3.25M -$91.9K -6,000 -3%
First Trust Advisors
31
First Trust Advisors
Illinois
$2.57M +$2.43M +158,624 New
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$2.36M +$2.23M +145,813 New
Bank of America
33
Bank of America
North Carolina
$2.25M +$244K +15,894 +13%
NAMA
34
Nikko Asset Management Americas
New York
$2.19M +$917K +59,811 +79%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$2.19M +$917K +59,811 +79%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$2.06M +$1.95M +127,327 New
LCP
37
LGT Capital Partners
Switzerland
$2.04M +$291K +19,000 +18%
Morgan Stanley
38
Morgan Stanley
New York
$1.89M +$1.57M +102,454 +717%
CEP
39
Chicago Equity Partners
Illinois
$1.49M -$625K -40,780 -31%
Swiss National Bank
40
Swiss National Bank
Switzerland
$1.31M +$1.25M +81,300 New
Two Sigma Advisers
41
Two Sigma Advisers
New York
$1.3M +$162K +10,600 +15%
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$1.16M +$706K +46,061 +181%
AllianceBernstein
43
AllianceBernstein
Tennessee
$1.12M -$1.2M -78,500 -53%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$1.11M +$16K +1,046 +2%
Invesco
45
Invesco
Georgia
$1.1M -$48.1K -3,136 -4%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$1.06M +$147K +9,611 +17%
Barclays
47
Barclays
United Kingdom
$1.02M -$181K -11,815 -16%
Wells Fargo
48
Wells Fargo
California
$951K -$120K -7,804 -12%
Federated Hermes
49
Federated Hermes
Pennsylvania
$912K +$861K +56,198 +31,931%
Goldman Sachs
50
Goldman Sachs
New York
$909K -$2.75M -179,571 -76%
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LBRT Hedge Fund Activity: Q2 2019 in Review

109 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q2 2019, worth a combined $2.19B — up 8.3% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new LBRT positions and 20 closed out — a net gain of 4 holders — while 38 added to existing stakes and 31 trimmed.

The largest buyer was Oakmont Corp, opening a new position worth an estimated $19M. The largest seller was Millennium Management, exiting entirely with an estimated $15.7M sold.

  • 109 institutional investors held Liberty Energy (LBRT) as of Q2 2019, up from 107 in Q1 2019.
  • Funds reported $2.19B of Liberty Energy stock for Q2 2019, up 8.3% quarter-over-quarter.
  • 24 funds opened new Liberty Energy positions in Q2 2019 and 20 closed out, a net change of +4 holders.
  • The largest Liberty Energy buyer in Q2 2019 was Oakmont Corp, an estimated $19M added.
  • The largest Liberty Energy seller in Q2 2019 was Millennium Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q2 2019.