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Liberty Energy

204 hedge funds and large institutions have $1.89B invested in Liberty Energy in 2022 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 87 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 16

107% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 42

24% more funds holding

Funds holding: 164204 (+40)

11.88% more ownership

Funds ownership: 67.27%79.15% (+12%)

5% more capital invested

Capital invested by funds: $1.8B → $1.89B (+$84.5M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

61% less call options, than puts

Call options by funds: $3.38M | Put options by funds: $8.7M

Holders
204
Holders Change
+40
Holders Change %
+24.39%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
60
Increased
87
Reduced
42
Closed
16
Calls
$3.38M
Puts
$8.7M
Net Calls
-$5.31M
Net Calls Change
-$9.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
176
Ohio Public Employees Retirement System (OPERS)
Ohio
$65K +$706 +45 +0.9%
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$64K -$2.18K -139 -3%
AFM
178
Anson Funds Management
Texas
$64K +$78.5K +5,000 New
SOW
179
State of Wyoming
Wyoming
$44K +$54K +3,444 New
SWM
180
SeaCrest Wealth Management
New York
$38K +$47.1K +3,000 New
FF
181
FourThought Financial
Florida
$30K +$37.2K +2,371 New
QCG
182
Quadrant Capital Group
Ohio
$21K
NCA
183
New Century Advisors
Maryland
$20K +$24K +1,531 New
US Bancorp
184
US Bancorp
Minnesota
$17K +$12K +763 +141%
TWA
185
TCI Wealth Advisors
Arizona
$16K
DFCM
186
Dark Forest Capital Management
Puerto Rico
$15K +$14.8K +942 +476%
FHA
187
First Horizon Advisors
Tennessee
$12K +$14.5K +921 New
CA
188
Crewe Advisors
Utah
$7K +$9.18K +585 New
PA
189
Parallel Advisors
California
$6K +$330 +21 +5%
PCG
190
Private Capital Group
Connecticut
$5K
CFGS
191
Concourse Financial Group Securities
Alabama
$2K
EWA
192
EverSource Wealth Advisors
Alabama
$2K
WTA
193
Washington Trust Advisors
Massachusetts
$2K +$2.92K +186 New
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$1.33K +$1.56M +99,148 New
AF
195
Allworth Financial
California
$1K
GWS
196
Glassman Wealth Services
Virginia
$1K
VCM
197
Versant Capital Management
Arizona
$1K
JWA
198
JFS Wealth Advisors
Pennsylvania
$1K +$282 +18 +53%
SC
199
Schubert & Co
Texas
$1K +$1.18K +75 +469%
PMFA
200
Plante Moran Financial Advisors
Michigan
$1K +$1.57K +100 New

LBRT Hedge Fund Activity: Q2 2022 in Review

204 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q2 2022, worth a combined $1.89B — up 4.7% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new LBRT positions and 16 closed out — a net gain of 44 holders — while 87 added to existing stakes and 42 trimmed.

The largest buyer was Vanguard Group, adding an estimated $50.3M. The largest seller was Lingotto Investment Management, cutting an estimated $23.4M.

  • 204 institutional investors held Liberty Energy (LBRT) as of Q2 2022, up from 164 in Q1 2022.
  • Funds reported $1.89B of Liberty Energy stock for Q2 2022, up 4.7% quarter-over-quarter.
  • 60 funds opened new Liberty Energy positions in Q2 2022 and 16 closed out, a net change of +44 holders.
  • The largest Liberty Energy buyer in Q2 2022 was Vanguard Group, an estimated $50.3M added.
  • The largest Liberty Energy seller in Q2 2022 was Lingotto Investment Management, an estimated $23.4M sold.

Based on aggregated 13F filings for Q2 2022.