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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
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$1.59M -$417K -26,234 -21%
NAMA
102
Nikko Asset Management Americas
New York
$1.41M -$80.8K -5,078 -5%
Sumitomo Mitsui Trust Group
103
Sumitomo Mitsui Trust Group
Japan
$1.41M -$80.8K -5,078 -5%
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$1.41M +$237K +14,886 +20%
CCMG
105
Clark Capital Management Group
Pennsylvania
$1.4M +$1.39M +87,276 New
OAM
106
Oberweis Asset Management
Illinois
$1.35M +$525K +33,000 +65%
CAM
107
Connacht Asset Management
New York
$1.34M -$749K -47,065 -36%
ACM
108
Aquatic Capital Management
Illinois
$1.32M -$1.04M -65,400 -44%
CM
109
CoreCommodity Management
Connecticut
$1.32M -$63.8K -4,013 -5%
Ameriprise
110
Ameriprise
Minnesota
$1.3M +$597K +37,556 +87%
Barclays
111
Barclays
United Kingdom
$1.23M +$455K +28,629 +59%
MIM
112
MetLife Investment Management
New Jersey
$1.19M
Wells Fargo
113
Wells Fargo
California
$1.19M +$991K +62,308 +531%
GCP
114
GSA Capital Partners
United Kingdom
$1.14M +$181K +11,403 +19%
YIH
115
Y-Intercept (HK)
Hong Kong
$1.14M +$1.13M +71,018 New
SGI
116
Summit Global Investments
Utah
$1.13M +$3.21K +202 +0.3%
SSA
117
Schonfeld Strategic Advisors
New York
$1.13M -$1.14M -71,400 -50%
Mirae Asset Global Investments
118
Mirae Asset Global Investments
South Korea
$1.09M
CC
119
Cipher Capital
New York
$1.09M -$748K -47,018 -41%
Tudor Investment Corp
120
Tudor Investment Corp
Connecticut
$1.09M -$1.43M -89,942 -57%
AIG
121
American International Group
New York
$1.05M -$30.9K -1,940 -3%
Amundi
122
Amundi
France
$1.05M +$1.02M +64,355 New
CIC
123
Cornercap Investment Counsel
Georgia
$1.02M +$1.01M +63,573 New
ZCM
124
Ziegler Capital Management
Illinois
$1,000K +$993K +62,435 New
QC
125
Quadrature Capital
United Kingdom
$980K +$974K +61,225 New

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.