We are live on ! Find out more
LBRT icon

Liberty Energy

250 hedge funds and large institutions have $2.36B invested in Liberty Energy in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 85 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more call options, than puts

Call options by funds: $7.33M | Put options by funds: $1.74M

187% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 23

27% more capital invested

Capital invested by funds: $1.86B → $2.36B (+$496M)

17% more funds holding

Funds holding: 213250 (+37)

10% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 77

5.14% more ownership

Funds ownership: 78.7%83.83% (+5.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
250
Holders Change
+37
Holders Change %
+17.37%
% of All Funds
4.02%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
66
Increased
85
Reduced
77
Closed
23
Calls
$7.33M
Puts
$1.74M
Net Calls
+$5.59M
Net Calls Change
+$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
126
Raymond James & Associates
Florida
$963K +$678K +42,622 +243%
TC
127
TwinBeech Capital
New York
$951K -$395K -24,825 -29%
SO
128
STRS Ohio
Ohio
$949K -$208K -13,100 -18%
JCIA
129
Jackson Creek Investment Advisors
Colorado
$923K +$917K +57,621 New
ANTB
130
AMG National Trust Bank
Colorado
$921K -$209K -13,145 -19%
VOYA Investment Management
131
VOYA Investment Management
Georgia
$921K +$45K +2,829 +5%
Manulife (Manufacturers Life Insurance)
132
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$913K +$5.66K +356 +0.6%
GC
133
Guggenheim Capital
Illinois
$859K -$556K -34,924 -39%
CM
134
Capula Management
Cayman Islands
$855K +$850K +53,410 New
PMEF
135
Point72 Middle East FZE
United Arab Emirates
$795K +$790K +49,639 New
Ensign Peak Advisors
136
Ensign Peak Advisors
Utah
$764K +$162K +10,200 +27%
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$746K -$68.4K -4,298 -8%
WAM
138
Wakefield Asset Management
Colorado
$734K -$172K -10,836 -19%
Adage Capital Partners
139
Adage Capital Partners
Massachusetts
$720K +$716K +45,000 New
Verition Fund Management
140
Verition Fund Management
Connecticut
$688K -$139K -8,741 -17%
Stifel Financial
141
Stifel Financial
Missouri
$670K +$414K +26,028 +165%
Man Group
142
Man Group
United Kingdom
$664K -$395K -24,856 -37%
Jane Street
143
Jane Street
New York
$657K +$652K +41,011 New
UA
144
Unison Advisors
District of Columbia
$640K
PWM
145
Perigon Wealth Management
California
$635K +$284K +17,852 +82%
Assenagon Asset Management
146
Assenagon Asset Management
Luxembourg
$633K +$629K +39,559 New
PAM
147
Panagora Asset Management
Massachusetts
$627K -$150K -9,405 -19%
HSBC Holdings
148
HSBC Holdings
United Kingdom
$605K -$261K -16,425 -30%
FRM
149
Fox Run Management
Connecticut
$602K +$598K +37,584 New
ASRS
150
Arizona State Retirement System
Arizona
$591K +$21.7K +1,366 +4%

LBRT Hedge Fund Activity: Q4 2022 in Review

250 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q4 2022, worth a combined $2.36B — up 27% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new LBRT positions and 23 closed out — a net gain of 43 holders — while 85 added to existing stakes and 77 trimmed.

The largest buyer was Eagle Asset Management, opening a new position worth an estimated $39.6M. The largest seller was Deutsche Bank, cutting an estimated $56.3M.

  • 250 institutional investors held Liberty Energy (LBRT) as of Q4 2022, up from 213 in Q3 2022.
  • Funds reported $2.36B of Liberty Energy stock for Q4 2022, up 27% quarter-over-quarter.
  • 66 funds opened new Liberty Energy positions in Q4 2022 and 23 closed out, a net change of +43 holders.
  • The largest Liberty Energy buyer in Q4 2022 was Eagle Asset Management, an estimated $39.6M added.
  • The largest Liberty Energy seller in Q4 2022 was Deutsche Bank, an estimated $56.3M sold.

Based on aggregated 13F filings for Q4 2022.