Liberty Energy
LBRT
100 hedge funds and large institutions have $1.72B invested in Liberty Energy in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 12 closing their positions.
190% more call options, than puts
Call options by funds: $1.19M | Put options by funds: $410K
133% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 12
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
19% more funds holding
Funds holding: 84 → 100 (+16)
14% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 29
5.38% more ownership
Funds ownership: 183.6% → 188.98% (+5.4%)
38% less capital invested
Capital invested by funds: $2.77B → $1.72B (-$1.05B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$24.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$7.02M |
| 3 |
State Street
Boston,
Massachusetts
|
+$6.88M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.95M |
| 5 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$5.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$43.6M |
| 2 |
GC
GMT Capital
Atlanta,
Georgia
|
-$26.4M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
-$12.9M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$3.51M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$2.72M |
LBRT Hedge Fund Activity: Q4 2018 in Review
100 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q4 2018, worth a combined $1.72B — down 38% from $2.77B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new LBRT positions and 12 closed out — a net gain of 16 holders — while 33 added to existing stakes and 29 trimmed.
The largest buyer was Millennium Management, adding an estimated $24.2M. The largest seller was Wellington Management Group, cutting an estimated $43.6M.
- 100 institutional investors held Liberty Energy (LBRT) as of Q4 2018, up from 84 in Q3 2018.
- Funds reported $1.72B of Liberty Energy stock for Q4 2018, down 38% quarter-over-quarter.
- 28 funds opened new Liberty Energy positions in Q4 2018 and 12 closed out, a net change of +16 holders.
- The largest Liberty Energy buyer in Q4 2018 was Millennium Management, an estimated $24.2M added.
- The largest Liberty Energy seller in Q4 2018 was Wellington Management Group, an estimated $43.6M sold.
Based on aggregated 13F filings for Q4 2018.