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Liberty Energy
LBRT

265 hedge funds and large institutions have $2.08B invested in Liberty Energy in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 123 increasing their positions, 84 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 84

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

20% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $2.35M

3% more funds holding

Funds holding: 258 → 265 (+7)

4% more capital invested

Capital invested by funds: $2B → $2.08B (+$82M)

0.81% more ownership

Funds ownership: 88.47% → 89.28% (+0.81%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
265
Holders Change
+7
Holders Change %
+2.71%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
36
Increased
123
Reduced
84
Closed
28
Calls
$2.83M
Puts
$2.35M
Net Calls
+$480K
Net Calls Change
-$4.78M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$19.3M
2
BlackRock
BlackRock
New York
+$17.8M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$14.4M
4
EIP
Epoch Investment Partners
New York
+$11.3M
5
JP Morgan Chase
JP Morgan Chase
New York
+$9.42M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$30.9M
2
Millennium Management
Millennium Management
New York
-$20.8M
3
Macquarie Group
Macquarie Group
Australia
-$18.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.8M
5
OC
Oakmont Corp
California
-$10.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
76
Panagora Asset Management
Massachusetts
$2.69M +$2.1M +162,203 +414%
AllianceBernstein
77
AllianceBernstein
Tennessee
$2.67M +$460K +35,528 +22%
OC
78
Oakmont Corp
California
$2.65M -$10.5M -810,218 -80%
JF
79
Jump Financial
Illinois
$2.57M -$2.09M -161,596 -46%
CS
80
Credit Suisse
Switzerland
$2.53M +$446K +34,430 +22%
IAM
81
Impala Asset Management
Florida
$2.37M +$29.7K +2,295 +1%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$2.3M +$62.2K +4,802 +3%
UBS AM
83
UBS AM
Illinois
$2.28M – – –
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$2.25M -$808K -62,346 -27%
PVM
85
Palogic Value Management
Texas
$2.21M +$972K +75,000 +83%
SI
86
Symmetry Investments
Jersey
$2.11M +$444K +34,300 +28%
GC
87
GMT Capital
Georgia
$2.02M – – –
Wells Fargo
88
Wells Fargo
California
$2.01M +$164K +12,670 +9%
TD Asset Management
89
TD Asset Management
Ontario, Canada
$1.97M -$259K -20,000 -12%
Legal & General Group
90
Legal & General Group
United Kingdom
$1.97M +$281K +21,715 +17%
Man Group
91
Man Group
United Kingdom
$1.96M +$1.89M +146,252 New
LSV Asset Management
92
LSV Asset Management
Illinois
$1.93M +$1.87M +144,200 New
DTL
93
Dynamic Technology Lab
Singapore
$1.9M +$1.84M +142,185 New
EP
94
Edgestream Partners
New Jersey
$1.78M +$1.72M +133,115 New
Two Sigma Advisers
95
Two Sigma Advisers
New York
$1.67M +$667K +51,500 +70%
PMEF
96
Point72 Middle East FZE
United Arab Emirates
$1.64M +$650K +50,142 +69%
Russell Investments Group
97
Russell Investments Group
United Kingdom
$1.63M -$78.4K -6,049 -5%
UBS Group
98
UBS Group
Switzerland
$1.57M -$422K -32,577 -22%
SDIC
99
South Dakota Investment Council
South Dakota
$1.57M -$144K -11,100 -9%
MF
100
Magnetar Financial
Illinois
$1.52M +$1.47M +113,475 New
2 3
4
5 6

LBRT Hedge Fund Activity: Q2 2023 in Review

265 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q2 2023, worth a combined $2.08B — up 4.1% from $2B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new LBRT positions and 28 closed out — a net gain of 8 holders — while 123 added to existing stakes and 84 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $19.3M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $30.9M sold.

  • 265 institutional investors held Liberty Energy (LBRT) as of Q2 2023, up from 258 in Q1 2023.
  • Funds reported $2.08B of Liberty Energy stock for Q2 2023, up 4.1% quarter-over-quarter.
  • 36 funds opened new Liberty Energy positions in Q2 2023 and 28 closed out, a net change of +8 holders.
  • The largest Liberty Energy buyer in Q2 2023 was Citadel Advisors, an estimated $19.3M added.
  • The largest Liberty Energy seller in Q2 2023 was Balyasny Asset Management, an estimated $30.9M sold.

Based on aggregated 13F filings for Q2 2023.