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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
Hotchkis & Wiley Capital Management
51
Hotchkis & Wiley Capital Management
California
$5.8M +$624K +39,240 +12%
Deutsche Bank
52
Deutsche Bank
Germany
$5.65M -$56.3M -3,537,887 -91%
Prudential Financial
53
Prudential Financial
New Jersey
$5.65M +$1.07M +67,138 +23%
HF
54
HRT Financial
New York
$5.51M +$5.47M +344,191 New
First Trust Advisors
55
First Trust Advisors
Illinois
$5.48M +$4.57M +287,203 +519%
ECM
56
ExodusPoint Capital Management
New York
$5.44M -$1.3M -81,496 -19%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$5.36M -$8.74M -549,356 -62%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$5.17M +$2.13M +134,209 +71%
HIM
59
Hillsdale Investment Management
Ontario, Canada
$5.09M -$127K -8,000 -2%
Swiss National Bank
60
Swiss National Bank
Switzerland
$5.06M +$90.7K +5,700 +2%
PC
61
PointState Capital
New York
$5.05M +$5.02M +315,465 New
Squarepoint
62
Squarepoint
New York
$4.88M +$4.84M +304,539 New
RCAP
63
Resolute Capital Asset Partners
Colorado
$4.8M +$954K +60,000 +25%
PM
64
Plustick Management
Virginia
$4M +$3.98M +250,000 New
ZIM
65
Zacks Investment Management
Illinois
$3.87M +$3.85M +241,975 New
AWM
66
Apollon Wealth Management
South Carolina
$3.74M +$764 +48 +0%
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$3.69M +$2.81M +176,944 +331%
Marshall Wace
68
Marshall Wace
United Kingdom
$3.41M +$3.38M +212,805 New
Acadian Asset Management
69
Acadian Asset Management
Massachusetts
$3.29M +$2.25M +141,485 +220%
First Eagle Investment Management
70
First Eagle Investment Management
New York
$3.26M -$340K -21,400 -10%
PMAM
71
Picton Mahoney Asset Management
Ontario, Canada
$3.23M +$3.21M +201,652 New
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$3.23M +$170K +10,670 +6%
BM
73
Bridger Management
New York
$3.01M +$2.99M +188,000 New
TD Asset Management
74
TD Asset Management
Ontario, Canada
$2.97M -$79.2K -4,980 -3%
UBS AM
75
UBS AM
Illinois
$2.84M +$422K +26,514 +18%

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.