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Liberty Energy
LBRT

331 hedge funds and large institutions have $3.53B invested in Liberty Energy in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 128 increasing their positions, 121 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 121

0% more capital invested

Capital invested by funds: $3.52B → $3.53B (+$5M)

0% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 42

1.03% less ownership

Funds ownership: 102.34% → 101.31% (-1%)

2% less funds holding

Funds holding: 337 → 331 (-6)

16% less call options, than puts

Call options by funds: $2.9M | Put options by funds: $3.47M

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
331
Holders Change
-6
Holders Change %
-1.78%
% of All Funds
4.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
42
Increased
128
Reduced
121
Closed
42
Calls
$2.9M
Puts
$3.47M
Net Calls
-$568K
Net Calls Change
-$2.48M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.9M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$19M
3
HAI
Hennessy Advisors Inc
California
+$14.3M
4
ECM
ExodusPoint Capital Management
New York
+$13.5M
5
American Century Companies
American Century Companies
Missouri
+$13.3M

Top Sellers

1
JAM
Jupiter Asset Management
United Kingdom
-$38.9M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$21.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$16.4M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
-$15.9M
5
Deutsche Bank
Deutsche Bank
Germany
-$14.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCS
101
Concentric Capital Strategies
Connecticut
$2.99M +$3.19M +143,199 New
CM
102
CoreCommodity Management
Connecticut
$2.99M -$14.7K -661 -0.5%
GLA
103
Great Lakes Advisors
Illinois
$2.78M -$195K -8,760 -6%
SSA
104
Schonfeld Strategic Advisors
New York
$2.76M +$2.2M +98,798 +298%
OAC
105
OMERS Administration Corp
Ontario, Canada
$2.72M +$2.9M +130,000 New
HF
106
HRT Financial
New York
$2.71M +$2.9M +129,926 New
Thrivent Financial for Lutherans
107
Thrivent Financial for Lutherans
Minnesota
$2.63M -$4.18M -187,302 -60%
MHI
108
Miller Howard Investments
New York
$2.63M +$59.9K +2,687 +2%
AWM
109
Apollon Wealth Management
South Carolina
$2.62M -$1.88M -84,461 -40%
EIP
110
Epoch Investment Partners
New York
$2.58M -$12.4M -554,641 -82%
Alyeska Investment Group
111
Alyeska Investment Group
Illinois
$2.45M +$2.62M +117,388 New
MML Investors Services
112
MML Investors Services
Massachusetts
$2.41M +$178K +7,963 +7%
Citigroup
113
Citigroup
New York
$2.4M +$237K +10,621 +10%
ACM
114
Aquatic Capital Management
Illinois
$2.38M -$406K -18,200 -14%
GC
115
GMT Capital
Georgia
$2.32M – – –
Stifel Financial
116
Stifel Financial
Missouri
$2.28M +$775K +34,728 +47%
QC
117
Quantedge Capital
Singapore
$2.23M +$2.38M +106,700 New
State of Tennessee, Department of Treasury
118
State of Tennessee, Department of Treasury
Tennessee
$2.15M -$441K -19,757 -16%
Verition Fund Management
119
Verition Fund Management
Connecticut
$2.12M +$630K +28,223 +39%
New York State Common Retirement Fund
120
New York State Common Retirement Fund
New York
$2.09M +$407K +18,261 +22%
SCM
121
Sandler Capital Management
New York
$2.07M +$2.21M +99,010 New
Barclays
122
Barclays
United Kingdom
$2.01M -$2.12M -95,218 -50%
CF
123
Corebridge Financial
Texas
$1.95M +$2.08M +93,244 New
MIM
124
MetLife Investment Management
New Jersey
$1.94M +$182K +8,166 +10%
CAM
125
Cresset Asset Management
Illinois
$1.93M +$229K +10,266 +13%
3 4
5
6 7

LBRT Hedge Fund Activity: Q2 2024 in Review

331 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q2 2024, worth a combined $3.53B — up 0.14% from $3.52B a quarter earlier.

Fund positioning in LBRT was balanced in Q2 2024: 42 funds opened new positions, 42 closed out, 128 added to existing stakes and 121 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $42.9M. The largest seller was Jupiter Asset Management, cutting an estimated $38.9M.

  • 331 institutional investors held Liberty Energy (LBRT) as of Q2 2024, down from 337 in Q1 2024.
  • Funds reported $3.53B of Liberty Energy stock for Q2 2024, up 0.14% quarter-over-quarter.
  • 42 funds opened new Liberty Energy positions in Q2 2024 and 42 closed out, a net change of 0 holders.
  • The largest Liberty Energy buyer in Q2 2024 was Fidelity Investments, an estimated $42.9M added.
  • The largest Liberty Energy seller in Q2 2024 was Jupiter Asset Management, an estimated $38.9M sold.

Based on aggregated 13F filings for Q2 2024.