We are live on ! Find out more
LBRT icon

Liberty Energy

204 hedge funds and large institutions have $1.89B invested in Liberty Energy in 2022 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 87 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 16

107% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 42

24% more funds holding

Funds holding: 164204 (+40)

11.88% more ownership

Funds ownership: 67.27%79.15% (+12%)

5% more capital invested

Capital invested by funds: $1.8B → $1.89B (+$84.5M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

61% less call options, than puts

Call options by funds: $3.38M | Put options by funds: $8.7M

Holders
204
Holders Change
+40
Holders Change %
+24.39%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
60
Increased
87
Reduced
42
Closed
16
Calls
$3.38M
Puts
$8.7M
Net Calls
-$5.31M
Net Calls Change
-$9.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SG
26
Sourcerock Group
Colorado
$15.8M +$14.5M +922,381 +290%
Charles Schwab
27
Charles Schwab
California
$15.2M +$2.58M +164,545 +16%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$13.3M +$5.14M +327,640 +46%
KCM
29
Kennedy Capital Management
Missouri
$11.8M -$175K -11,178 -1%
TIM
30
Thornburg Investment Management
New Mexico
$11.6M +$4.75M +302,998 +50%
Morgan Stanley
31
Morgan Stanley
New York
$11.2M +$10.6M +673,416 +324%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$11.1M +$13.6M +867,724 New
WMSA
33
Weiss Multi-Strategy Advisers
New York
$10.1M +$11.8M +754,895 +2,194%
JGC
34
J. Goldman & Co
New York
$9.86M +$10.6M +674,176 +683%
PI
35
Putnam Investments
Massachusetts
$9.22M +$6.5M +414,089 +134%
Connor, Clark & Lunn Investment Management (CC&L)
36
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.85M +$9.05M +576,484 +493%
Bank of America
37
Bank of America
North Carolina
$7.94M +$6.12M +390,289 +168%
SI
38
Sapience Investments
California
$7.44M +$9.15M +582,940 New
PCM
39
Peregrine Capital Management
Minnesota
$7.42M -$8.56M -545,742 -48%
ECM
40
ExodusPoint Capital Management
New York
$6.89M +$7.38M +470,106 +672%
JG
41
Jefferies Group
New York
$6.84M +$8.41M +535,699 New
Hotchkis & Wiley Capital Management
42
Hotchkis & Wiley Capital Management
California
$6.05M -$2.13M -136,020 -22%
Voloridge Investment Management
43
Voloridge Investment Management
Florida
$5.85M +$7.2M +458,699 New
CSS
44
Cubist Systematic Strategies
Connecticut
$5.74M +$2.97M +189,051 +72%
Lazard Asset Management
45
Lazard Asset Management
New York
$5.62M -$1.52M -96,998 -18%
GCM
46
Ghisallo Capital Management
Massachusetts
$5.58M +$6.86M +437,500 New
CCP
47
Clifford Capital Partners
Utah
$5.56M +$2.26M +144,323 +50%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$5.52M -$1.13M -71,700 -14%
GF
49
Greenhouse Funds
Maryland
$5.32M +$6.54M +416,922 New
BFM
50
Boothbay Fund Management
New York
$5.32M +$2.63M +167,917 +67%

LBRT Hedge Fund Activity: Q2 2022 in Review

204 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q2 2022, worth a combined $1.89B — up 4.7% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new LBRT positions and 16 closed out — a net gain of 44 holders — while 87 added to existing stakes and 42 trimmed.

The largest buyer was Vanguard Group, adding an estimated $50.3M. The largest seller was Lingotto Investment Management, cutting an estimated $23.4M.

  • 204 institutional investors held Liberty Energy (LBRT) as of Q2 2022, up from 164 in Q1 2022.
  • Funds reported $1.89B of Liberty Energy stock for Q2 2022, up 4.7% quarter-over-quarter.
  • 60 funds opened new Liberty Energy positions in Q2 2022 and 16 closed out, a net change of +44 holders.
  • The largest Liberty Energy buyer in Q2 2022 was Vanguard Group, an estimated $50.3M added.
  • The largest Liberty Energy seller in Q2 2022 was Lingotto Investment Management, an estimated $23.4M sold.

Based on aggregated 13F filings for Q2 2022.