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Liberty Energy

84 hedge funds and large institutions have $2.13B invested in Liberty Energy in 2018 Q1 according to their latest regulatory filings, with 84 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

180.22% more ownership

Funds ownership: 0%180.22% (+180%)

Holders
84
Holders Change
+84
Holders Change %
% of All Funds
1.93%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
84
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$851M +$993M +50,404,768 New
RH
2
Riverstone Holdings
New York
$851M +$993M +50,404,768 New
GC
3
GMT Capital
Georgia
$77.7M +$90.7M +4,601,524 New
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$42.3M +$49.3M +2,503,514 New
Wellington Management Group
5
Wellington Management Group
Massachusetts
$36.9M +$43.1M +2,185,534 New
Alyeska Investment Group
6
Alyeska Investment Group
Illinois
$31.5M +$36.8M +1,864,815 New
Franklin Resources
7
Franklin Resources
California
$26.3M +$30.7M +1,559,568 New
BlackRock
8
BlackRock
New York
$25.8M +$30.1M +1,525,748 New
Fidelity Investments
9
Fidelity Investments
Massachusetts
$20.1M +$23.5M +1,190,741 New
Vanguard Group
10
Vanguard Group
Pennsylvania
$17.3M +$20.2M +1,024,598 New
Wells Fargo
11
Wells Fargo
California
$16M +$18.7M +948,164 New
CLM
12
ClearBridge LLC (Maryland)
Maryland
$15M +$17.5M +885,570 New
FS
13
Feinberg Stephen
$9.57M +$11.2M +566,523 New
NP
14
Ninepoint Partners
Ontario, Canada
$8.19M +$9.56M +485,000 New
Adage Capital Partners
15
Adage Capital Partners
Massachusetts
$7.6M +$8.87M +450,000 New
PC
16
Precocity Capital
Connecticut
$7.18M +$8.38M +425,000 New
PC
17
Pier Capital
Connecticut
$7.13M +$8.32M +422,395 New
ECP
18
Empyrean Capital Partners
California
$5.15M +$6.01M +305,000 New
TCM
19
TimesSquare Capital Management
New York
$5.07M +$5.91M +300,000 New
WRF
20
Waddell & Reed Financial
Kansas
$4.88M +$5.7M +289,170 New
FIM
21
Foresters Investment Management
New York
$4.65M +$5.43M +275,500 New
QF
22
QVT Financial
New York
$4.07M +$4.74M +240,700 New
JP Morgan Chase
23
JP Morgan Chase
New York
$3.93M +$4.58M +232,578 New
WMSA
24
Weiss Multi-Strategy Advisers
New York
$3.91M +$4.56M +231,411 New
OAM
25
Oxford Asset Management
United Kingdom
$3.77M +$4.4M +223,370 New

LBRT Hedge Fund Activity: Q1 2018 in Review

84 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q1 2018, worth a combined $2.13B.

Buyers outnumbered sellers: 84 funds opened new LBRT positions and 0 closed out — a net gain of 84 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Carlyle Group, opening a new position worth an estimated $993M.

  • 84 institutional investors held Liberty Energy (LBRT) as of Q1 2018, up from 0 in Q4 2017.
  • Funds reported $2.13B of Liberty Energy stock for Q1 2018.
  • 84 funds opened new Liberty Energy positions in Q1 2018 and 0 closed out, a net change of +84 holders.
  • The largest Liberty Energy buyer in Q1 2018 was Carlyle Group, an estimated $993M added.

Based on aggregated 13F filings for Q1 2018.