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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
Mariner
151
Mariner
Kansas
$226K +$240K +17,806 New
RJA
152
Raymond James & Associates
Florida
$222K – – –
VRS
153
Virginia Retirement Systems
Virginia
$219K +$234K +17,300 New
Citigroup
154
Citigroup
New York
$219K -$675K -50,019 -74%
Victory Capital Management
155
Victory Capital Management
Texas
$218K +$73.2K +5,421 +46%
CCM
156
Corsair Capital Management
New York
$215K +$229K +16,994 New
Rafferty Asset Management
157
Rafferty Asset Management
New York
$205K -$25.2K -1,865 -10%
HighTower Advisors
158
HighTower Advisors
Illinois
$204K +$45K +3,335 +26%
ProShare Advisors
159
ProShare Advisors
Maryland
$200K -$4.08K -302 -2%
Stifel Financial
160
Stifel Financial
Missouri
$200K +$213K +15,790 New
BBL
161
Beck Bode LLC
Massachusetts
$195K +$208K +15,368 New
MWA
162
Meridian Wealth Advisors
Texas
$188K – – –
MML Investors Services
163
MML Investors Services
Massachusetts
$186K +$198K +14,699 New
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$183K – – –
WDL
165
Well Done LLC
Michigan
$171K – – –
SOW
166
State of Wyoming
Wyoming
$153K +$117K +8,636 +251%
Wells Fargo
167
Wells Fargo
California
$149K +$3.42K +253 +2%
OR
168
Olympiad Research
Connecticut
$142K +$151K +11,193 New
DU
169
Delphia (USA)
Ontario, Canada
$141K +$150K +11,113 New
CIP
170
Cornerstone Investment Partners
Georgia
$140K – – –
CC
171
Corton Capital
Ontario, Canada
$138K +$147K +10,910 New
AIP
172
Ameritas Investment Partners
Nebraska
$135K – – –
State Board of Administration of Florida Retirement System
173
State Board of Administration of Florida Retirement System
Florida
$134K – – –
SIM
174
Sandia Investment Management
Massachusetts
$127K – – –
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$119K +$9.79K +725 +8%
5 6
7
8 9

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.