Liberty Energy
LBRT
80 hedge funds and large institutions have $2.41B invested in Liberty Energy in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 23 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 23
13% more capital invested
Capital invested by funds: $2.13B → $2.41B (+$280M)
3.75% more ownership
Funds ownership: 180.22% → 183.96% (+3.7%)
5% less funds holding
Funds holding: 84 → 80 (-4)
17% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 23
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$61.4M |
| 2 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$7.75M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$7.54M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$6M |
| 5 |
MWNA
Marshall Wace North America
New York
|
+$5.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FS
Feinberg Stephen
|
-$9.57M |
| 2 |
NP
Ninepoint Partners
Toronto,
Ontario, Canada
|
-$8.19M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
-$5.07M |
| 4 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$3.91M |
| 5 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$3.77M |
LBRT Hedge Fund Activity: Q2 2018 in Review
80 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q2 2018, worth a combined $2.41B — up 13% from $2.13B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of LBRT and 19 opened new positions — a net loss of 4 holders — while 23 trimmed existing stakes and 29 added.
The largest buyer was Fidelity Investments, adding an estimated $61.4M. The largest seller was Feinberg Stephen, exiting entirely with an estimated $9.57M sold.
- 80 institutional investors held Liberty Energy (LBRT) as of Q2 2018, down from 84 in Q1 2018.
- Funds reported $2.41B of Liberty Energy stock for Q2 2018, up 13% quarter-over-quarter.
- 19 funds opened new Liberty Energy positions in Q2 2018 and 23 closed out, a net change of -4 holders.
- The largest Liberty Energy buyer in Q2 2018 was Fidelity Investments, an estimated $61.4M added.
- The largest Liberty Energy seller in Q2 2018 was Feinberg Stephen, an estimated $9.57M sold.
Based on aggregated 13F filings for Q2 2018.