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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
AIP
201
Ameritas Investment Partners
Nebraska
$158K
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$149K -$1.37K -86 -0.9%
CFGS
203
Concourse Financial Group Securities
Alabama
$145K +$30.7K +1,933 +27%
MLICM
204
Metropolitan Life Insurance Company (MetLife)
New York
$138K
SAM
205
Shell Asset Management
Netherlands
$118K -$16.7K -1,049 -12%
Canada Life
206
Canada Life
Manitoba, Canada
$111K
Dimensional Fund Advisors
207
Dimensional Fund Advisors
Texas
$81.8K +$5.57M +350,113 +7%
DFCM
208
Dark Forest Capital Management
Puerto Rico
$64.8K +$64.4K +4,048 New
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$55.1K
BAM
210
Belpointe Asset Management
Nevada
$41.6K +$41.3K +2,597 New
EI
211
Ellevest Inc
New York
$36.2K +$36K +2,262 New
QCG
212
Quadrant Capital Group
Ohio
$26.4K +$143 +9 +0.5%
BEI
213
Benjamin Edwards Inc
Missouri
$26K +$25.8K +1,623 New
LC
214
Lindbrook Capital
California
$25.5K +$24K +1,511 +1,913%
FHA
215
First Horizon Advisors
Tennessee
$23.5K -$2.15K -135 -8%
Ohio Public Employees Retirement System (OPERS)
216
Ohio Public Employees Retirement System (OPERS)
Ohio
$23K -$57K -3,583 -71%
US Bancorp
217
US Bancorp
Minnesota
$22K +$5.25K +330 +32%
TWA
218
TCI Wealth Advisors
Arizona
$19.6K
ASN
219
Advisory Services Network
Georgia
$18K +$17.9K +1,125 New
AF
220
Allworth Financial
California
$15.8K
QL
221
Quarry LP
New York
$11.4K +$11.4K +715 New
Barrow, Hanley, Mewhinney & Strauss
222
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.27K +$7.22K +454 New
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$7K +$4.98K +313 +290%
PA
224
Parallel Advisors
California
$6.93K
WTA
225
Washington Trust Advisors
Massachusetts
$6.68K +$1.08K +68 +19%

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.