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Liberty Energy
LBRT

213 hedge funds and large institutions have $1.86B invested in Liberty Energy in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 52 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $833K

81% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 52

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

4% more funds holding

Funds holding: 204 → 213 (+9)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.45% less ownership

Funds ownership: 79.15% → 78.7% (-0.45%)

1% less capital invested

Capital invested by funds: $1.89B → $1.86B (-$23.1M)

Holders
213
Holders Change
+9
Holders Change %
+4.41%
% of All Funds
3.67%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
41
Increased
94
Reduced
52
Closed
30
Calls
$2.83M
Puts
$833K
Net Calls
+$2M
Net Calls Change
+$7.31M

Top Buyers

1
BlackRock
BlackRock
New York
+$48.9M
2
Deutsche Bank
Deutsche Bank
Germany
+$47.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$38.2M
4
Lazard Asset Management
Lazard Asset Management
New York
+$23.9M
5
Millennium Management
Millennium Management
New York
+$23.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$146M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$53.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$50M
4
LIM
Lingotto Investment Management
United Kingdom
-$44.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$26.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Teacher Retirement System of Texas
126
Teacher Retirement System of Texas
Texas
$537K +$314K +23,273 +122%
UA
127
Unison Advisors
District of Columbia
$507K +$132K +9,773 +32%
Ensign Peak Advisors
128
Ensign Peak Advisors
Utah
$476K -$404K -29,920 -44%
BCM
129
Bayesian Capital Management
New York
$473K +$132K +9,800 +36%
ASRS
130
Arizona State Retirement System
Arizona
$451K +$9.52K +705 +2%
Boston Partners
131
Boston Partners
Massachusetts
$434K -$626K -46,349 -58%
PHK
132
Point72 Hong Kong
Hong Kong
$416K +$443K +32,799 New
E
133
Ergoteles
New York
$415K +$441K +32,691 New
ACM
134
AlphaCrest Capital Management
New York
$397K -$224K -16,566 -35%
CM
135
Castleark Management
Illinois
$375K -$99.9K -7,400 -20%
PA
136
Profund Advisors
Maryland
$365K +$64.1K +4,747 +20%
LHC
137
Little House Capital
Massachusetts
$360K +$45K +3,334 +13%
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$358K +$1.24K +92 +0.3%
SCA
139
Snowden Capital Advisors
New York
$349K +$3.17K +235 +0.9%
QT
140
Quantamental Technologies
New York
$295K +$314K +23,264 New
AB
141
Amalgamated Bank
New York
$291K +$4.93K +365 +2%
PWM
142
Perigon Wealth Management
California
$277K +$294K +21,808 New
Principal Financial Group
143
Principal Financial Group
Iowa
$264K -$18.5K -1,368 -6%
SG Americas Securities
144
SG Americas Securities
New York
$263K -$525K -38,856 -65%
USGIU
145
U.S. Global Investors (USGI)
Texas
$254K +$270K +20,000 New
AIM
146
Aigen Investment Management
New York
$252K +$268K +19,851 New
Osaic Holdings
147
Osaic Holdings
Arizona
$250K +$89.6K +6,635 +51%
BWP
148
BSW Wealth Partners
Colorado
$243K – – –
Public Employees Retirement Association of Colorado
149
Public Employees Retirement Association of Colorado
Colorado
$241K – – –
TRCT
150
Tower Research Capital (TRC)
New York
$230K +$171K +12,694 +234%
4 5
6
7 8

LBRT Hedge Fund Activity: Q3 2022 in Review

213 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q3 2022, worth a combined $1.86B — down 1.2% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new LBRT positions and 30 closed out — a net gain of 11 holders — while 94 added to existing stakes and 52 trimmed.

The largest buyer was BlackRock, adding an estimated $48.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $146M.

  • 213 institutional investors held Liberty Energy (LBRT) as of Q3 2022, up from 204 in Q2 2022.
  • Funds reported $1.86B of Liberty Energy stock for Q3 2022, down 1.2% quarter-over-quarter.
  • 41 funds opened new Liberty Energy positions in Q3 2022 and 30 closed out, a net change of +11 holders.
  • The largest Liberty Energy buyer in Q3 2022 was BlackRock, an estimated $48.9M added.
  • The largest Liberty Energy seller in Q3 2022 was T. Rowe Price Associates, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2022.