Liberty Energy
LBRT
111 hedge funds and large institutions have $1.18B invested in Liberty Energy in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 34 reducing their positions, and 40 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 34
2.81% more ownership
Funds ownership: 51.74% → 54.55% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
12% less capital invested
Capital invested by funds: $1.34B → $1.18B (-$164M)
21% less funds holding
Funds holding: 141 → 111 (-30)
73% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 40
77% less call options, than puts
Call options by funds: $1.19M | Put options by funds: $5.28M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$44.5M |
| 2 |
VanEck Associates
New York
|
+$21M |
| 3 |
Goldman Sachs
New York
|
+$15.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$7.17M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$5.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCM
Ghisallo Capital Management
Boston,
Massachusetts
|
-$14.2M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$13.7M |
| 3 |
CCM
CAAS Capital Management
New York
|
-$10.4M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$6.83M |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
-$6.51M |
LBRT Hedge Fund Activity: Q3 2021 in Review
111 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q3 2021, worth a combined $1.18B — down 12% from $1.34B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of LBRT and 11 opened new positions — a net loss of 29 holders — while 34 trimmed existing stakes and 48 added.
The largest buyer was Fidelity Investments, adding an estimated $44.5M. The largest seller was Ghisallo Capital Management, exiting entirely with an estimated $14.2M sold.
- 111 institutional investors held Liberty Energy (LBRT) as of Q3 2021, down from 141 in Q2 2021.
- Funds reported $1.18B of Liberty Energy stock for Q3 2021, down 12% quarter-over-quarter.
- 11 funds opened new Liberty Energy positions in Q3 2021 and 40 closed out, a net change of -29 holders.
- The largest Liberty Energy buyer in Q3 2021 was Fidelity Investments, an estimated $44.5M added.
- The largest Liberty Energy seller in Q3 2021 was Ghisallo Capital Management, an estimated $14.2M sold.
Based on aggregated 13F filings for Q3 2021.