We are live on ! Find out more
LBRT icon

Liberty Energy
LBRT

108 hedge funds and large institutions have $326M invested in Liberty Energy in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

4% less funds holding

Funds holding: 112 → 108 (-4)

11.58% less ownership

Funds ownership: 159.47% → 147.89% (-12%)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

76% less capital invested

Capital invested by funds: $1.35B → $326M (-$1.02B)

Holders
108
Holders Change
-4
Holders Change %
-3.57%
% of All Funds
2.38%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
19
Increased
42
Reduced
33
Closed
22
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
+$86K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$17.3M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$8.25M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$3.28M
4
RAM
Roumell Asset Management
Maryland
+$3.19M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$2.41M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$9.67M
2
N
Nuveen
North Carolina
-$6.26M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.13M
4
KCM
Kennedy Capital Management
Missouri
-$4.12M
5
Bank of America
Bank of America
North Carolina
-$3.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
76
Barclays
United Kingdom
$75K -$179K -25,676 -48%
CM
77
CoreCommodity Management
Connecticut
$75K +$195K +27,909 New
VOYA Investment Management
78
VOYA Investment Management
Georgia
$68K -$221K -31,689 -56%
GC
79
Guggenheim Capital
Illinois
$64K +$15.8K +2,263 +11%
PCM
80
Prelude Capital Management
New York
$59K +$154K +22,100 New
Victory Capital Management
81
Victory Capital Management
Texas
$56K +$68.6K +9,827 +91%
Millennium Management
82
Millennium Management
New York
$49K +$127K +18,179 New
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$48.6K +$59.8K +8,561 +90%
Citigroup
84
Citigroup
New York
$44K -$48.1K -6,894 -30%
American Century Companies
85
American Century Companies
Missouri
$41K -$2.61M -374,235 -96%
MWA
86
Meridian Wealth Advisors
Texas
$40K +$103K +14,800 New
First Trust Advisors
87
First Trust Advisors
Illinois
$39K -$187K -26,775 -65%
MAM
88
Martingale Asset Management
Massachusetts
$37K -$217K -31,025 -69%
ASRS
89
Arizona State Retirement System
Arizona
$36K +$93.2K +13,358 New
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$30K -$43.1K -6,179 -36%
GAM
91
Gotham Asset Management
New York
$28K -$36.6K -5,237 -34%
Legal & General Group
92
Legal & General Group
United Kingdom
$26K -$11.9K -1,712 -15%
QCG
93
Quadrant Capital Group
Ohio
$24K +$61.3K +8,787 New
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$22K – – –
Morgan Stanley
95
Morgan Stanley
New York
$18K -$792K -113,490 -95%
Canada Life
96
Canada Life
Manitoba, Canada
$13K +$998 +143 +3%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$12K -$7.13K -1,022 -18%
AIP
98
Ameritas Investment Partners
Nebraska
$12K – – –
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$12K – – –
MAM
100
Meeder Asset Management
Ohio
$3K -$51.1K -7,321 -84%
2 3
4
5 6

LBRT Hedge Fund Activity: Q1 2020 in Review

108 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q1 2020, worth a combined $326M — down 76% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of LBRT and 19 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 42 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $17.3M. The largest seller was Franklin Resources, cutting an estimated $9.67M.

  • 108 institutional investors held Liberty Energy (LBRT) as of Q1 2020, down from 112 in Q4 2019.
  • Funds reported $326M of Liberty Energy stock for Q1 2020, down 76% quarter-over-quarter.
  • 19 funds opened new Liberty Energy positions in Q1 2020 and 22 closed out, a net change of -3 holders.
  • The largest Liberty Energy buyer in Q1 2020 was T. Rowe Price Associates, an estimated $17.3M added.
  • The largest Liberty Energy seller in Q1 2020 was Franklin Resources, an estimated $9.67M sold.

Based on aggregated 13F filings for Q1 2020.