Liberty Energy
LBRT
84 hedge funds and large institutions have $2.77B invested in Liberty Energy in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 16 reducing their positions, and 20 closing their positions.
2,463% more call options, than puts
Call options by funds: $2.92M | Put options by funds: $114K
125% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 16
20% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 20
16% more capital invested
Capital invested by funds: $2.39B → $2.77B (+$379M)
5% more funds holding
Funds holding: 80 → 84 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.36% less ownership
Funds ownership: 183.96% → 183.6% (-0.36%)
Top Buyers
| 1 |
BlackRock
New York
|
+$44.2M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$34.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$32M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$31.7M |
| 5 |
ClearBridge Investments
New York
|
+$19M |
Top Sellers
| 1 |
CG
Carlyle Group
Washington,
District of Columbia
|
-$48.1M |
| 2 |
RH
Riverstone Holdings
New York
|
-$48.1M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
-$25.4M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$17.1M |
| 5 |
PC
Precocity Capital
Stamford,
Connecticut
|
-$11.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PIA
101
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$5K | -258 | Closed |
|
|
LF
102
Lee Financial
Dallas,
Texas
| – | -$4K | -200 | Closed |
|
|
TCA
103
Tortoise Capital Advisors
Overland Park,
Kansas
| – | +$310 | +16 | New |
|
104
Citigroup
New York
| – | +$426 | +22 | New |
|
LBRT Hedge Fund Activity: Q3 2018 in Review
84 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q3 2018, worth a combined $2.77B — up 16% from $2.39B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new LBRT positions and 20 closed out — a net gain of 4 holders — while 36 added to existing stakes and 16 trimmed.
The largest buyer was BlackRock, adding an estimated $44.2M. The largest seller was Carlyle Group, cutting an estimated $48.1M.
- 84 institutional investors held Liberty Energy (LBRT) as of Q3 2018, up from 80 in Q2 2018.
- Funds reported $2.77B of Liberty Energy stock for Q3 2018, up 16% quarter-over-quarter.
- 24 funds opened new Liberty Energy positions in Q3 2018 and 20 closed out, a net change of +4 holders.
- The largest Liberty Energy buyer in Q3 2018 was BlackRock, an estimated $44.2M added.
- The largest Liberty Energy seller in Q3 2018 was Carlyle Group, an estimated $48.1M sold.
Based on aggregated 13F filings for Q3 2018.