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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
JWA
201
JFS Wealth Advisors
Pennsylvania
$1K -$14 -1 -2%
GWS
202
Glassman Wealth Services
Virginia
$1K – – –
VCM
203
Versant Capital Management
Arizona
$1K – – –
BIA
204
Bell Investment Advisors
California
$1K +$554 +41 New
LC
205
Lindbrook Capital
California
$1K +$837 +62 +365%
WFA
206
Wipfli Financial Advisors
Wisconsin
$1K +$851 +63 New
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.32K +98 +980%
NFSG
208
Newbridge Financial Services Group
Florida
$1K +$1.35K +100 New
LIM
209
Lingotto Investment Management
United Kingdom
– -$44.5M -3,489,393 Closed
Point72 Asset Management
210
Point72 Asset Management
Connecticut
– -$26.5M -2,079,979 Closed
Assenagon Asset Management
211
Assenagon Asset Management
Luxembourg
– -$24.1M -1,884,928 Closed
WMSA
212
Weiss Multi-Strategy Advisers
New York
– -$10.1M -789,307 Closed
JGC
213
J. Goldman & Co
New York
– -$9.86M -772,859 Closed
GCM
214
Ghisallo Capital Management
Massachusetts
– -$5.58M -437,500 Closed
Alyeska Investment Group
215
Alyeska Investment Group
Illinois
– -$3.46M -271,391 Closed
RCMU
216
Rokos Capital Management (UK)
United Kingdom
– -$2.56M -200,000 Closed
Marshall Wace
217
Marshall Wace
United Kingdom
– -$2.44M -191,516 Closed
Simplex Trading
218
Simplex Trading
Illinois
– -$2.08M -153,986 Closed
Jane Street
219
Jane Street
New York
– -$2.07M -153,106 Closed
HHAM
220
HITE Hedge Asset Management
Massachusetts
– -$1.61M -126,144 Closed
SC
221
Sculptor Capital
New York
– -$1.28M -100,000 Closed
Squarepoint
222
Squarepoint
New York
– -$1.1M -86,027 Closed
Calamos Advisors
223
Calamos Advisors
Illinois
– -$761K -59,635 Closed
PCM
224
Prelude Capital Management
New York
– -$726K -56,879 Closed
SCP
225
SailingStone Capital Partners
Texas
– -$466K -32,200 Closed
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.