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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$19.3M |
| 2 |
BlackRock
New York
|
+$17.8M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$14.4M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$11.3M |
| 5 |
JP Morgan Chase
New York
|
+$9.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$30.9M |
| 2 |
Millennium Management
New York
|
-$20.8M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$18.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$11.8M |
| 5 |
OC
Oakmont Corp
Los Angeles,
California
|
-$10.5M |
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.