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Liberty Energy
LBRT

265 hedge funds and large institutions have $2.08B invested in Liberty Energy in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 123 increasing their positions, 84 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 84

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

20% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $2.35M

3% more funds holding

Funds holding: 258 → 265 (+7)

4% more capital invested

Capital invested by funds: $2B → $2.08B (+$82M)

0.81% more ownership

Funds ownership: 88.47% → 89.28% (+0.81%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
265
Holders Change
+7
Holders Change %
+2.71%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
36
Increased
123
Reduced
84
Closed
28
Calls
$2.83M
Puts
$2.35M
Net Calls
+$480K
Net Calls Change
-$4.78M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$19.3M
2
BlackRock
BlackRock
New York
+$17.8M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$14.4M
4
EIP
Epoch Investment Partners
New York
+$11.3M
5
JP Morgan Chase
JP Morgan Chase
New York
+$9.42M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$30.9M
2
Millennium Management
Millennium Management
New York
-$20.8M
3
Macquarie Group
Macquarie Group
Australia
-$18.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.8M
5
OC
Oakmont Corp
California
-$10.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ensign Peak Advisors
151
Ensign Peak Advisors
Utah
$638K – – –
ASRS
152
Arizona State Retirement System
Arizona
$626K +$128K +9,869 +27%
PA
153
Profund Advisors
Maryland
$623K +$26K +2,003 +4%
WAM
154
Wakefield Asset Management
Colorado
$618K +$4.99K +385 +0.8%
HSBC Holdings
155
HSBC Holdings
United Kingdom
$596K -$262K -20,185 -31%
B
156
Bailard
California
$592K +$315K +24,300 +122%
Los Angeles Capital Management
157
Los Angeles Capital Management
California
$553K +$5.04K +389 +0.9%
UA
158
Unison Advisors
District of Columbia
$539K +$1.91K +147 +0.4%
BC
159
Brookfield Corp
Ontario, Canada
$535K -$1.51M -116,227 -74%
PCM
160
Prelude Capital Management
New York
$521K -$126K -9,695 -20%
GLA
161
Great Lakes Advisors
Illinois
$505K +$489K +37,740 New
EF
162
Empirical Finance
Pennsylvania
$478K +$463K +35,768 New
HighTower Advisors
163
HighTower Advisors
Illinois
$448K -$15.6K -1,204 -3%
GC
164
Gratus Capital
Georgia
$446K +$432K +33,379 New
MFS
165
Mirabella Financial Services
United Kingdom
$444K +$430K +33,172 New
Osaic Holdings
166
Osaic Holdings
Arizona
$428K +$31.8K +2,458 +8%
Victory Capital Management
167
Victory Capital Management
Texas
$401K +$19.9K +1,532 +5%
SCA
168
Snowden Capital Advisors
New York
$391K +$6.52K +503 +2%
EI
169
Ethic Inc
New York
$386K +$121K +9,326 +48%
AC
170
AXQ Capital
New Jersey
$360K +$349K +26,900 New
Zurich Cantonal Bank
171
Zurich Cantonal Bank
Switzerland
$355K +$129K +9,969 +60%
Verition Fund Management
172
Verition Fund Management
Connecticut
$351K +$121K +9,344 +55%
State of Tennessee, Department of Treasury
173
State of Tennessee, Department of Treasury
Tennessee
$346K – – –
ACM
174
Aquatic Capital Management
Illinois
$346K +$102K +7,900 +44%
PI
175
PFS Investments
Georgia
$339K +$26.3K +2,026 +9%
5 6
7
8 9

LBRT Hedge Fund Activity: Q2 2023 in Review

265 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q2 2023, worth a combined $2.08B — up 4.1% from $2B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new LBRT positions and 28 closed out — a net gain of 8 holders — while 123 added to existing stakes and 84 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $19.3M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $30.9M sold.

  • 265 institutional investors held Liberty Energy (LBRT) as of Q2 2023, up from 258 in Q1 2023.
  • Funds reported $2.08B of Liberty Energy stock for Q2 2023, up 4.1% quarter-over-quarter.
  • 36 funds opened new Liberty Energy positions in Q2 2023 and 28 closed out, a net change of +8 holders.
  • The largest Liberty Energy buyer in Q2 2023 was Citadel Advisors, an estimated $19.3M added.
  • The largest Liberty Energy seller in Q2 2023 was Balyasny Asset Management, an estimated $30.9M sold.

Based on aggregated 13F filings for Q2 2023.