We are live on ! Find out more
LBRT icon

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
AIP
201
Ameritas Investment Partners
Nebraska
$189K +$44.3K +3,419 +32%
BCM
202
Bayesian Capital Management
New York
$189K -$9.65K -745 -5%
BFM
203
Boothbay Fund Management
New York
$184K -$17.9K -1,384 -9%
OR
204
Olympiad Research
Connecticut
$183K -$73.5K -5,674 -29%
WDL
205
Well Done LLC
Michigan
$180K – – –
State of Wisconsin Investment Board
206
State of Wisconsin Investment Board
Wisconsin
$179K -$34.8K -2,683 -17%
TCM
207
Teza Capital Management
Illinois
$173K +$167K +12,927 New
QCM
208
Qsemble Capital Management
New York
$172K +$167K +12,900 New
Mercer Global Advisors
209
Mercer Global Advisors
Colorado
$168K +$20.9K +1,616 +15%
JFG
210
Jefferies Financial Group
New York
$162K +$2.11K +163 +1%
New York State Teachers Retirement System (NYSTRS)
211
New York State Teachers Retirement System (NYSTRS)
New York
$160K -$4.75K -367 -3%
Schroder Investment Management Group
212
Schroder Investment Management Group
United Kingdom
$159K – – –
BC
213
Bridgefront Capital
Texas
$158K +$154K +11,849 New
KAS
214
Kestra Advisory Services
Texas
$156K +$3.89K +300 +3%
CC
215
Centiva Capital
New York
$156K +$151K +11,683 New
BEI
216
Benjamin Edwards Inc
Missouri
$148K +$87.4K +6,748 +157%
SOW
217
State of Wyoming
Wyoming
$146K -$163K -12,561 -54%
X
218
Xponance
Pennsylvania
$138K +$134K +10,358 New
QT
219
Quantamental Technologies
New York
$134K +$130K +10,045 New
CL
220
CSS LLC
Illinois
$134K +$130K +10,000 New
CMF
221
Counterpoint Mutual Funds
California
$130K +$126K +9,699 New
MLICM
222
Metropolitan Life Insurance Company (MetLife)
New York
$125K +$27.1K +2,088 +29%
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$125K +$121K +9,341 New
TAM
224
Tucker Asset Management
Colorado
$97.5K +$94.5K +7,293 New
SAM
225
Shell Asset Management
Netherlands
$97K -$531 -41 -0.6%
7 8
9
10 11

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.