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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
MLICM
176
Metropolitan Life Insurance Company (MetLife)
New York
$109K – – –
SAM
177
Shell Asset Management
Netherlands
$106K -$15.2K -1,122 -12%
CFGS
178
Concourse Financial Group Securities
Alabama
$90K +$93.9K +6,957 +4,021%
Canada Life
179
Canada Life
Manitoba, Canada
$87K – – –
CA
180
CastleArk Alternatives
Illinois
$86K – – –
FM
181
Freemont Management
Switzerland
$81K +$85.9K +6,360 New
Ohio Public Employees Retirement System (OPERS)
182
Ohio Public Employees Retirement System (OPERS)
Ohio
$64K -$500 -37 -0.7%
CP
183
Castleview Partners
Texas
$58K +$61.9K +4,587 New
FF
184
FourThought Financial
Florida
$55K +$26.9K +1,993 +84%
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$44K +$46.5K +3,442 New
QCG
186
Quadrant Capital Group
Ohio
$21K – – –
NCA
187
New Century Advisors
Maryland
$20K +$297 +22 +1%
FHA
188
First Horizon Advisors
Tennessee
$20K +$9.17K +679 +74%
Bessemer Group
189
Bessemer Group
New Jersey
$20K +$20.8K +1,541 New
TWA
190
TCI Wealth Advisors
Arizona
$16K +$108 +8 +0.7%
US Bancorp
191
US Bancorp
Minnesota
$13K -$3.46K -256 -20%
AF
192
Allworth Financial
California
$12K +$12.7K +943 +2,245%
CA
193
Crewe Advisors
Utah
$7K – – –
PA
194
Parallel Advisors
California
$5K – – –
CIM
195
Contravisory Investment Management
Massachusetts
$5K +$4.98K +369 New
WTA
196
Washington Trust Advisors
Massachusetts
$4K +$2.2K +163 +88%
EWA
197
EverSource Wealth Advisors
Alabama
$2K – – –
SC
198
Schubert & Co
Texas
$2K +$513 +38 +42%
BAM
199
Bellevue Asset Management
Washington
$2K +$1.78K +132 New
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$1.71K +$350K +25,922 +26%
6 7
8
9 10

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.