We are live on ! Find out more
LBRT icon

Liberty Energy

250 hedge funds and large institutions have $2.36B invested in Liberty Energy in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 85 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more call options, than puts

Call options by funds: $7.33M | Put options by funds: $1.74M

187% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 23

27% more capital invested

Capital invested by funds: $1.86B → $2.36B (+$496M)

17% more funds holding

Funds holding: 213250 (+37)

10% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 77

5.14% more ownership

Funds ownership: 78.7%83.83% (+5.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
250
Holders Change
+37
Holders Change %
+17.37%
% of All Funds
4.02%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
66
Increased
85
Reduced
77
Closed
23
Calls
$7.33M
Puts
$1.74M
Net Calls
+$5.59M
Net Calls Change
+$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$17.8M +$5.91M +371,300 +50%
American Century Companies
27
American Century Companies
Missouri
$17.7M +$12.3M +770,587 +229%
OC
28
Oakmont Corp
California
$16.1M -$2.06M -129,200 -11%
Bank of America
29
Bank of America
North Carolina
$15.7M +$5.05M +317,293 +48%
Norges Bank
30
Norges Bank
Norway
$15.4M +$8.36M +525,300 +121%
Voloridge Investment Management
31
Voloridge Investment Management
Florida
$14.8M +$10.1M +637,330 +224%
KCM
32
Kennedy Capital Management
Missouri
$14.6M -$1.02M -64,208 -7%
TIM
33
Thornburg Investment Management
New Mexico
$13.8M -$573K -36,054 -4%
PI
34
Putnam Investments
Massachusetts
$12.2M +$857K +53,889 +8%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$12M -$4.93M -310,188 -29%
AQR Capital Management
36
AQR Capital Management
Connecticut
$10.8M +$4.91M +308,893 +84%
Morgan Stanley
37
Morgan Stanley
New York
$10.5M +$836K +52,530 +9%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$9.9M -$5.8M -364,569 -37%
PCM
39
Peregrine Capital Management
Minnesota
$9.18M -$98.8K -6,214 -1%
JP Morgan Chase
40
JP Morgan Chase
New York
$9.07M +$6.79M +426,765 +305%
Two Sigma Investments
41
Two Sigma Investments
New York
$8.83M +$6.37M +400,709 +266%
CCP
42
Clifford Capital Partners
Utah
$8.79M +$1.78M +111,674 +26%
Connor, Clark & Lunn Investment Management (CC&L)
43
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.71M -$3.34M -209,708 -28%
SI
44
Sapience Investments
California
$8.16M -$1.69M -106,376 -17%
CSS
45
Cubist Systematic Strategies
Connecticut
$8.01M +$646K +40,586 +9%
Capstone Investment Advisors
46
Capstone Investment Advisors
New York
$7.99M +$7.94M +498,927 New
AG
47
Algert Global
California
$6.81M +$1.49M +93,532 +28%
Alyeska Investment Group
48
Alyeska Investment Group
Illinois
$6.66M +$6.62M +416,208 New
Invesco
49
Invesco
Georgia
$6.63M +$2.87M +180,221 +77%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$6.13M -$5.36M -337,131 -47%

LBRT Hedge Fund Activity: Q4 2022 in Review

250 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q4 2022, worth a combined $2.36B — up 27% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new LBRT positions and 23 closed out — a net gain of 43 holders — while 85 added to existing stakes and 77 trimmed.

The largest buyer was Eagle Asset Management, opening a new position worth an estimated $39.6M. The largest seller was Deutsche Bank, cutting an estimated $56.3M.

  • 250 institutional investors held Liberty Energy (LBRT) as of Q4 2022, up from 213 in Q3 2022.
  • Funds reported $2.36B of Liberty Energy stock for Q4 2022, up 27% quarter-over-quarter.
  • 66 funds opened new Liberty Energy positions in Q4 2022 and 23 closed out, a net change of +43 holders.
  • The largest Liberty Energy buyer in Q4 2022 was Eagle Asset Management, an estimated $39.6M added.
  • The largest Liberty Energy seller in Q4 2022 was Deutsche Bank, an estimated $56.3M sold.

Based on aggregated 13F filings for Q4 2022.