Liberty Energy
LBRT
337 hedge funds and large institutions have $3.52B invested in Liberty Energy in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 120 increasing their positions, 114 reducing their positions, and 38 closing their positions.
68% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 38
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
44% more call options, than puts
Call options by funds: $6.22M | Put options by funds: $4.3M
17% more capital invested
Capital invested by funds: $3.01B → $3.52B (+$507M)
8% more funds holding
Funds holding: 313 → 337 (+24)
3.8% more ownership
Funds ownership: 98.54% → 102.34% (+3.8%)
5% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 114
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Canoe Financial
Calgary,
Alberta, Canada
|
+$67.7M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$43M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$35.3M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$26.5M |
| 5 |
Millennium Management
New York
|
+$21.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$52.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$24.5M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$23.8M |
| 4 |
Morgan Stanley
New York
|
-$15.9M |
| 5 |
Lazard Asset Management
New York
|
-$13.1M |
LBRT Hedge Fund Activity: Q1 2024 in Review
337 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q1 2024, worth a combined $3.52B — up 17% from $3.01B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new LBRT positions and 38 closed out — a net gain of 26 holders — while 120 added to existing stakes and 114 trimmed.
The largest buyer was Canoe Financial, opening a new position worth an estimated $67.7M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $52.1M.
- 337 institutional investors held Liberty Energy (LBRT) as of Q1 2024, up from 313 in Q4 2023.
- Funds reported $3.52B of Liberty Energy stock for Q1 2024, up 17% quarter-over-quarter.
- 64 funds opened new Liberty Energy positions in Q1 2024 and 38 closed out, a net change of +26 holders.
- The largest Liberty Energy buyer in Q1 2024 was Canoe Financial, an estimated $67.7M added.
- The largest Liberty Energy seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $52.1M sold.
Based on aggregated 13F filings for Q1 2024.