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Liberty Energy
LBRT

132 hedge funds and large institutions have $1.19B invested in Liberty Energy in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

58% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 36

6% more funds holding

Funds holding: 124 → 132 (+8)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

6% less capital invested

Capital invested by funds: $1.27B → $1.19B (-$78.7M)

28% less call options, than puts

Call options by funds: $5.23M | Put options by funds: $7.24M

70.99% less ownership

Funds ownership: 135.07% → 64.08% (-71%)

Holders
132
Holders Change
+8
Holders Change %
+6.45%
% of All Funds
2.32%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
57
Reduced
36
Closed
13
Calls
$5.23M
Puts
$7.24M
Net Calls
-$2.01M
Net Calls Change
-$2.83M

Top Buyers

Rank Fund Capital Flow
1
VanEck Associates
VanEck Associates
New York
+$30.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$23.2M
3
CCM
CAAS Capital Management
New York
+$21.3M
4
TC
Towle & Co
Colorado
+$20.8M
5
BlackRock
BlackRock
New York
+$18.2M

Top Sellers

Rank Fund Capital Flow
1
CG
Carlyle Group
District of Columbia
-$192M
2
RH
Riverstone Holdings
New York
-$192M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$6.62M
4
JWM
JFG Wealth Management
Colorado
-$5.57M
5
CC
Cannell Capital
Wyoming
-$2.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$5.28M +$5M +415,715 +800%
BCM
27
Bridgeway Capital Management
Texas
$5.01M – – –
Invesco
28
Invesco
Georgia
$4.34M +$2.28M +189,348 +97%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$4.33M +$1.76M +146,419 +62%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$4.24M +$304K +25,323 +7%
IECM
31
Intrinsic Edge Capital Management
Illinois
$3.95M +$4.21M +350,000 New
PPA
32
Parametric Portfolio Associates
Washington
$3.23M -$59.8K -4,977 -2%
JP Morgan Chase
33
JP Morgan Chase
New York
$3.19M -$1.24M -103,071 -27%
Franklin Resources
34
Franklin Resources
California
$3.04M -$912K -75,900 -22%
Morgan Stanley
35
Morgan Stanley
New York
$2.92M +$2.34M +194,408 +304%
Wells Fargo
36
Wells Fargo
California
$2.79M +$1,000K +83,178 +51%
SG Americas Securities
37
SG Americas Securities
New York
$2.47M +$2.29M +190,888 +691%
Swiss National Bank
38
Swiss National Bank
Switzerland
$2.31M +$609K +50,700 +33%
Group One Trading
39
Group One Trading
Illinois
$2.23M +$2.37M +197,033 New
Grantham, Mayo, Van Otterloo & Co (GMO)
40
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.95M -$130K -10,859 -6%
TD Asset Management
41
TD Asset Management
Ontario, Canada
$1.93M +$58.3K +4,853 +3%
GC
42
GMT Capital
Georgia
$1.7M -$964K -80,218 -35%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$1.7M +$835K +69,505 +86%
Goldman Sachs
44
Goldman Sachs
New York
$1.66M -$1.39M -115,679 -44%
Squarepoint
45
Squarepoint
New York
$1.5M +$747K +62,149 +88%
Bank of America
46
Bank of America
North Carolina
$1.49M +$1.25M +103,688 +363%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$1.49M -$166K -13,848 -9%
Millennium Management
48
Millennium Management
New York
$1.47M +$1.24M +102,967 +378%
Allianz Asset Management
49
Allianz Asset Management
Germany
$1.44M -$7.38K -614 -0.5%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.44M +$870K +72,382 +132%
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LBRT Hedge Fund Activity: Q1 2021 in Review

132 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q1 2021, worth a combined $1.19B — down 6.2% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new LBRT positions and 13 closed out — a net gain of 10 holders — while 57 added to existing stakes and 36 trimmed.

The largest buyer was VanEck Associates, adding an estimated $30.7M. The largest seller was Carlyle Group, cutting an estimated $192M.

  • 132 institutional investors held Liberty Energy (LBRT) as of Q1 2021, up from 124 in Q4 2020.
  • Funds reported $1.19B of Liberty Energy stock for Q1 2021, down 6.2% quarter-over-quarter.
  • 23 funds opened new Liberty Energy positions in Q1 2021 and 13 closed out, a net change of +10 holders.
  • The largest Liberty Energy buyer in Q1 2021 was VanEck Associates, an estimated $30.7M added.
  • The largest Liberty Energy seller in Q1 2021 was Carlyle Group, an estimated $192M sold.

Based on aggregated 13F filings for Q1 2021.