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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
CM
76
CastleKnight Management
New York
$2.77M +$2.06M +129,400 +296%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$2.71M +$7.16K +450 +0.3%
AllianceBernstein
78
AllianceBernstein
Tennessee
$2.62M -$256K -16,100 -9%
GCM
79
Graham Capital Management
Connecticut
$2.61M -$1.18M -73,903 -31%
SEI Investments
80
SEI Investments
Pennsylvania
$2.6M -$261K -16,406 -9%
PRC
81
Pearl River Capital
Michigan
$2.53M +$1.08M +68,135 +76%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$2.49M -$649K -40,801 -21%
CS
83
Credit Suisse
Switzerland
$2.44M +$689K +43,302 +40%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$2.43M +$1.3M +81,684 +116%
BC
85
Brookfield Corp
Ontario, Canada
$2.43M +$2.41M +151,787 New
GC
86
GMT Capital
Georgia
$2.42M +$2.4M +150,974 New
JF
87
Jump Financial
Illinois
$2.37M +$116K +7,264 +5%
State of New Jersey Common Pension Fund D
88
State of New Jersey Common Pension Fund D
New Jersey
$2.25M -$186K -11,703 -8%
Federated Hermes
89
Federated Hermes
Pennsylvania
$2.17M +$2.16M +135,492 New
MA
90
Mutual Advisors
Nebraska
$2.08M
SDIC
91
South Dakota Investment Council
South Dakota
$2.05M
Two Sigma Advisers
92
Two Sigma Advisers
New York
$2.03M +$2.02M +126,900 New
DTL
93
Dynamic Technology Lab
Singapore
$1.98M +$138K +8,683 +8%
Legal & General Group
94
Legal & General Group
United Kingdom
$1.96M +$190K +11,934 +11%
SI
95
Symmetry Investments
Jersey
$1.86M +$1.84M +115,900 New
UBS Group
96
UBS Group
Switzerland
$1.83M -$406K -25,503 -18%
Calamos Advisors
97
Calamos Advisors
Illinois
$1.78M +$1.77M +110,993 New
GGHC
98
Gilder Gagnon Howe & Co
New York
$1.75M +$1.74M +109,410 New
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$1.69M +$93.9K +5,903 +6%
Teacher Retirement System of Texas
100
Teacher Retirement System of Texas
Texas
$1.63M +$946K +59,466 +140%

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.