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Liberty Energy

164 hedge funds and large institutions have $1.8B invested in Liberty Energy in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

193% more call options, than puts

Call options by funds: $5.75M | Put options by funds: $1.97M

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

70% more capital invested

Capital invested by funds: $1.06B → $1.8B (+$740M)

22% more funds holding

Funds holding: 134164 (+30)

5.87% more ownership

Funds ownership: 61.4%67.27% (+5.9%)

2% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 50

Holders
164
Holders Change
+30
Holders Change %
+22.39%
% of All Funds
2.59%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
46
Increased
51
Reduced
50
Closed
14
Calls
$5.75M
Puts
$1.97M
Net Calls
+$3.79M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Amalgamated Financial
New York
$182K +$157K +12,304 New
Squarepoint
127
Squarepoint
New York
$180K -$1.02M -79,615 -87%
PI
128
PEAK6 Investments
Illinois
$180K -$51.9K -4,056 -25%
Man Group
129
Man Group
United Kingdom
$172K +$148K +11,600 New
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$165K -$40.5K -3,163 -22%
WDL
131
Well Done LLC
Michigan
$160K
Principal Financial Group
132
Principal Financial Group
Iowa
$156K -$141 -11 -0.1%
TRCT
133
Tower Research Capital (TRC)
New York
$151K +$67.5K +5,275 +108%
SAM
134
Shell Asset Management
Netherlands
$141K -$18K -1,410 -13%
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
$128K -$845K -66,059 -88%
TWC
136
TD Waterhouse Canada
Ontario, Canada
$114K +$94.4K +7,380 New
SG Americas Securities
137
SG Americas Securities
New York
$106K -$266K -20,804 -74%
AIP
138
Ameritas Investment Partners
Nebraska
$101K
Canada Life
139
Canada Life
Manitoba, Canada
$90K
FPS
140
Fieldpoint Private Securities
Connecticut
$88K +$704 +55 +0.9%
MLICM
141
Metropolitan Life Insurance Company (MetLife)
New York
$84.6K -$226K -17,632 -76%
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$77K +$1.45K +113 +2%
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
$75K +$8.12K +635 +14%
Macquarie Group
144
Macquarie Group
Australia
$28.8K +$3.31M +258,682 +15%
QCG
145
Quadrant Capital Group
Ohio
$24K -$819 -64 -4%
TWA
146
TCI Wealth Advisors
Arizona
$18K
Simplex Trading
147
Simplex Trading
Illinois
$17K -$222K -17,349 -93%
US Bancorp
148
US Bancorp
Minnesota
$8K +$678 +53 +11%
PA
149
Parallel Advisors
California
$6K -$4.72K -369 -47%
PCG
150
Private Capital Group
Connecticut
$6K

LBRT Hedge Fund Activity: Q1 2022 in Review

164 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q1 2022, worth a combined $1.8B — up 70% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new LBRT positions and 14 closed out — a net gain of 32 holders — while 51 added to existing stakes and 50 trimmed.

The largest buyer was Lingotto Investment Management, opening a new position worth an estimated $63.7M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $13.9M sold.

  • 164 institutional investors held Liberty Energy (LBRT) as of Q1 2022, up from 134 in Q4 2021.
  • Funds reported $1.8B of Liberty Energy stock for Q1 2022, up 70% quarter-over-quarter.
  • 46 funds opened new Liberty Energy positions in Q1 2022 and 14 closed out, a net change of +32 holders.
  • The largest Liberty Energy buyer in Q1 2022 was Lingotto Investment Management, an estimated $63.7M added.
  • The largest Liberty Energy seller in Q1 2022 was Epoch Investment Partners, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2022.