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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

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

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
CIA
176
Capital Impact Advisors
Massachusetts
$330K +$319K +24,650 New
Nisa Investment Advisors
177
Nisa Investment Advisors
Missouri
$324K -$33.7K -2,600 -10%
GCM
178
Graham Capital Management
Connecticut
$320K -$1.97M -151,826 -86%
PWM
179
Perigon Wealth Management
California
$304K -$192K -14,797 -39%
ProShare Advisors
180
ProShare Advisors
Maryland
$297K +$83.1K +6,411 +40%
AA
181
ALPS Advisors
Colorado
$296K +$2.14K +165 +0.8%
VF
182
Virtu Financial
New York
$290K +$281K +21,720 New
EI
183
Ellevest Inc
New York
$290K +$107K +8,263 +62%
Mariner
184
Mariner
Kansas
$286K +$26.8K +2,067 +11%
Group One Trading
185
Group One Trading
Illinois
$273K -$36.8K -2,841 -12%
PAMS
186
Pictet Asset Management (Switzerland)
Switzerland
$262K +$45.3K +3,497 +22%
CAM
187
Connacht Asset Management
New York
$257K -$143K -11,067 -37%
Public Employees Retirement Association of Colorado
188
Public Employees Retirement Association of Colorado
Colorado
$254K – – –
Principal Financial Group
189
Principal Financial Group
Iowa
$245K +$45.1K +3,479 +23%
API
190
Advisor Partners II
California
$244K +$237K +18,285 New
Mackenzie Financial
191
Mackenzie Financial
Ontario, Canada
$239K -$34.2K -2,642 -13%
SFA
192
Sequoia Financial Advisors
Ohio
$225K +$363 +28 +0.2%
Axa
193
Axa
France
$218K -$1.25M -96,500 -86%
AB
194
Amalgamated Bank
New York
$210K -$44.8K -3,459 -18%
Cetera Investment Advisers
195
Cetera Investment Advisers
Illinois
$202K +$48.3K +3,730 +33%
ET
196
Equitable Trust
Tennessee
$201K – – –
SIM
197
Sandia Investment Management
Massachusetts
$201K – – –
NC
198
NinePointTwo Capital
California
$200K – – –
MWA
199
Meridian Wealth Advisors
Texas
$198K – – –
BWP
200
BSW Wealth Partners
Colorado
$189K – – –
6 7
8
9 10

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.