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Liberty Energy

250 hedge funds and large institutions have $2.36B invested in Liberty Energy in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 85 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more call options, than puts

Call options by funds: $7.33M | Put options by funds: $1.74M

187% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 23

27% more capital invested

Capital invested by funds: $1.86B → $2.36B (+$496M)

17% more funds holding

Funds holding: 213250 (+37)

10% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 77

5.14% more ownership

Funds ownership: 78.7%83.83% (+5.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
250
Holders Change
+37
Holders Change %
+17.37%
% of All Funds
4.02%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
66
Increased
85
Reduced
77
Closed
23
Calls
$7.33M
Puts
$1.74M
Net Calls
+$5.59M
Net Calls Change
+$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
176
Victory Capital Management
Texas
$275K -$143 -9 -0.1%
HighTower Advisors
177
HighTower Advisors
Illinois
$271K +$14.6K +915 +6%
SFA
178
Sequoia Financial Advisors
Ohio
$269K +$267K +16,812 New
Principal Financial Group
179
Principal Financial Group
Iowa
$268K -$64.6K -4,060 -20%
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$266K +$34.8K +2,189 +15%
State of Wisconsin Investment Board
181
State of Wisconsin Investment Board
Wisconsin
$261K -$1.1M -68,896 -81%
Citigroup
182
Citigroup
New York
$260K -$17.4K -1,096 -6%
PAMS
183
Pictet Asset Management (Switzerland)
Switzerland
$258K +$256K +16,122 New
SIM
184
Sandia Investment Management
Massachusetts
$240K +$79.5K +5,000 +50%
MWA
185
Meridian Wealth Advisors
Texas
$237K
KWM
186
Kingsview Wealth Management
Oregon
$233K +$232K +14,570 New
State Board of Administration of Florida Retirement System
187
State Board of Administration of Florida Retirement System
Florida
$227K +$56.9K +3,580 +34%
TRCT
188
Tower Research Capital (TRC)
New York
$217K -$72.6K -4,564 -25%
Rafferty Asset Management
189
Rafferty Asset Management
New York
$207K -$51.3K -3,223 -20%
New York State Teachers Retirement System (NYSTRS)
190
New York State Teachers Retirement System (NYSTRS)
New York
$202K +$200K +12,600 New
WDL
191
Well Done LLC
Michigan
$200K
KAS
192
Kestra Advisory Services
Texas
$195K +$193K +12,149 New
CCM
193
Corsair Capital Management
New York
$191K -$80.1K -5,038 -30%
Schroder Investment Management Group
194
Schroder Investment Management Group
United Kingdom
$191K +$190K +11,915 New
Los Angeles Capital Management
195
Los Angeles Capital Management
California
$185K +$183K +11,526 New
SG Americas Securities
196
SG Americas Securities
New York
$182K -$149K -9,397 -45%
PI
197
PFS Investments
Georgia
$172K +$171K +10,765 New
CIP
198
Cornerstone Investment Partners
Georgia
$171K -$4.77K -300 -3%
DT
199
Diversified Trust
Tennessee
$171K +$170K +10,658 New
Cetera Investment Advisers
200
Cetera Investment Advisers
Illinois
$170K +$169K +10,647 New

LBRT Hedge Fund Activity: Q4 2022 in Review

250 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q4 2022, worth a combined $2.36B — up 27% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new LBRT positions and 23 closed out — a net gain of 43 holders — while 85 added to existing stakes and 77 trimmed.

The largest buyer was Eagle Asset Management, opening a new position worth an estimated $39.6M. The largest seller was Deutsche Bank, cutting an estimated $56.3M.

  • 250 institutional investors held Liberty Energy (LBRT) as of Q4 2022, up from 213 in Q3 2022.
  • Funds reported $2.36B of Liberty Energy stock for Q4 2022, up 27% quarter-over-quarter.
  • 66 funds opened new Liberty Energy positions in Q4 2022 and 23 closed out, a net change of +43 holders.
  • The largest Liberty Energy buyer in Q4 2022 was Eagle Asset Management, an estimated $39.6M added.
  • The largest Liberty Energy seller in Q4 2022 was Deutsche Bank, an estimated $56.3M sold.

Based on aggregated 13F filings for Q4 2022.