We are live on ! Find out more
LBRT icon

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
GCP
51
GSA Capital Partners
United Kingdom
$341K -$198K -10,227 -39%
VOYA Investment Management
52
VOYA Investment Management
Georgia
$328K +$295K +15,222 New
MLICM
53
Metropolitan Life Insurance Company (MetLife)
New York
$318K +$286K +14,757 New
Balyasny Asset Management
54
Balyasny Asset Management
Illinois
$318K +$285K +14,727 New
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$311K – – –
SEI Investments
56
SEI Investments
Pennsylvania
$295K +$95.1K +4,913 +56%
UBS Group
57
UBS Group
Switzerland
$289K +$223K +11,529 +610%
SLF
58
Sun Life Financial
Ontario, Canada
$285K +$256K +13,212 New
Squarepoint
59
Squarepoint
New York
$276K +$248K +12,800 New
AIM
60
Alambic Investment Management
California
$215K +$193K +9,958 New
QT
61
Quantbot Technologies
New York
$186K +$167K +8,652 New
MAM
62
Meeder Asset Management
Ohio
$158K -$83.5K -4,314 -37%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$156K +$121K +6,227 +609%
PG
64
Pendal Group
Australia
$149K -$42.1K -2,176 -24%
Legal & General Group
65
Legal & General Group
United Kingdom
$143K +$87.7K +4,529 +214%
SO
66
STRS Ohio
Ohio
$142K +$46.5K +2,400 +57%
AIP
67
Ameritas Investment Partners
Nebraska
$79K +$46.7K +2,410 +193%
Macquarie Group
68
Macquarie Group
Australia
$43K +$38.7K +2,000 New
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$40.1K +$4.97K +257 +16%
RA
70
Royce & Associates
New York
$34K +$30.2K +1,562 New
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$21K +$13.8K +715 +262%
TRCT
72
Tower Research Capital (TRC)
New York
$20K +$18.1K +933 New
Federated Hermes
73
Federated Hermes
Pennsylvania
$19K -$2.81K -145 -14%
GSC
74
G&S Capital
Colorado
$19K – – –
Acadian Asset Management
75
Acadian Asset Management
Massachusetts
$8K +$6.87K +355 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.