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Liberty Energy
LBRT

108 hedge funds and large institutions have $326M invested in Liberty Energy in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

4% less funds holding

Funds holding: 112 → 108 (-4)

11.58% less ownership

Funds ownership: 159.47% → 147.89% (-12%)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

76% less capital invested

Capital invested by funds: $1.35B → $326M (-$1.02B)

Holders
108
Holders Change
-4
Holders Change %
-3.57%
% of All Funds
2.38%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
19
Increased
42
Reduced
33
Closed
22
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
+$86K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$17.3M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$8.25M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$3.28M
4
RAM
Roumell Asset Management
Maryland
+$3.19M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$2.41M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$9.67M
2
N
Nuveen
North Carolina
-$6.26M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.13M
4
KCM
Kennedy Capital Management
Missouri
-$4.12M
5
Bank of America
Bank of America
North Carolina
-$3.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
NIT
126
NumerixS Investment Technologies
British Columbia, Canada
– -$10K -900 Closed
FHA
127
First Horizon Advisors
Tennessee
– -$3K -273 Closed
BAM
128
Bellevue Asset Management
Washington
– -$1K -88 Closed
VCM
129
Versant Capital Management
Arizona
– +$489 +70 New
2 3 4 5
6

LBRT Hedge Fund Activity: Q1 2020 in Review

108 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q1 2020, worth a combined $326M — down 76% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of LBRT and 19 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 42 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $17.3M. The largest seller was Franklin Resources, cutting an estimated $9.67M.

  • 108 institutional investors held Liberty Energy (LBRT) as of Q1 2020, down from 112 in Q4 2019.
  • Funds reported $326M of Liberty Energy stock for Q1 2020, down 76% quarter-over-quarter.
  • 19 funds opened new Liberty Energy positions in Q1 2020 and 22 closed out, a net change of -3 holders.
  • The largest Liberty Energy buyer in Q1 2020 was T. Rowe Price Associates, an estimated $17.3M added.
  • The largest Liberty Energy seller in Q1 2020 was Franklin Resources, an estimated $9.67M sold.

Based on aggregated 13F filings for Q1 2020.