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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
+$30.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$23.2M |
| 3 |
CCM
CAAS Capital Management
New York
|
+$21.3M |
| 4 |
TC
Towle & Co
Denver,
Colorado
|
+$20.8M |
| 5 |
BlackRock
New York
|
+$18.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Carlyle Group
Washington,
District of Columbia
|
-$192M |
| 2 |
RH
Riverstone Holdings
New York
|
-$192M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$6.62M |
| 4 |
JWM
JFG Wealth Management
Denver,
Colorado
|
-$5.57M |
| 5 |
CC
Cannell Capital
Alta,
Wyoming
|
-$2.9M |
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.