Liberty Energy
LBRT
107 hedge funds and large institutions have $2.02B invested in Liberty Energy in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 28 reducing their positions, and 16 closing their positions.
159% more call options, than puts
Call options by funds: $2.47M | Put options by funds: $952K
57% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 28
50% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 16
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
18% more capital invested
Capital invested by funds: $1.72B → $2.02B (+$306M)
7% more funds holding
Funds holding: 100 → 107 (+7)
2.13% more ownership
Funds ownership: 188.98% → 191.12% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$16M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$5.92M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$4.16M |
| 4 |
AIFS
A&I Financial Services
Lone Tree,
Colorado
|
+$3.17M |
| 5 |
Goldman Sachs
New York
|
+$2.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$24.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.23M |
| 3 |
Millennium Management
New York
|
-$7.17M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$4.9M |
| 5 |
JWM
JFG Wealth Management
Denver,
Colorado
|
-$3.62M |
LBRT Hedge Fund Activity: Q1 2019 in Review
107 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q1 2019, worth a combined $2.02B — up 18% from $1.72B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new LBRT positions and 16 closed out — a net gain of 8 holders — while 44 added to existing stakes and 28 trimmed.
The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $16M. The largest seller was Wellington Management Group, cutting an estimated $24.3M.
- 107 institutional investors held Liberty Energy (LBRT) as of Q1 2019, up from 100 in Q4 2018.
- Funds reported $2.02B of Liberty Energy stock for Q1 2019, up 18% quarter-over-quarter.
- 24 funds opened new Liberty Energy positions in Q1 2019 and 16 closed out, a net change of +8 holders.
- The largest Liberty Energy buyer in Q1 2019 was Schroder Investment Management Group, an estimated $16M added.
- The largest Liberty Energy seller in Q1 2019 was Wellington Management Group, an estimated $24.3M sold.
Based on aggregated 13F filings for Q1 2019.