Liberty Energy
LBRT
110 hedge funds and large institutions have $667M invested in Liberty Energy in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 22 closing their positions.
105% more capital invested
Capital invested by funds: $326M → $667M (+$342M)
14% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 22
2% more funds holding
Funds holding: 108 → 110 (+2)
9% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 35
0% more ownership
Funds ownership: 147.88% → 147.88% (+0%)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
94% less call options, than puts
Call options by funds: $4K | Put options by funds: $62K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$11.4M |
| 2 |
BlackRock
New York
|
+$3.27M |
| 3 |
State Street
Boston,
Massachusetts
|
+$2.9M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$2.63M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$3.18M |
| 2 |
GC
GMT Capital
Atlanta,
Georgia
|
-$2.92M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$2.16M |
| 4 |
OC
Oakmont Corp
Los Angeles,
California
|
-$1.58M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$1.54M |
LBRT Hedge Fund Activity: Q2 2020 in Review
110 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q2 2020, worth a combined $667M — up 105% from $326M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new LBRT positions and 22 closed out — a net gain of 3 holders — while 38 added to existing stakes and 35 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $11.4M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $3.18M sold.
- 110 institutional investors held Liberty Energy (LBRT) as of Q2 2020, up from 108 in Q1 2020.
- Funds reported $667M of Liberty Energy stock for Q2 2020, up 105% quarter-over-quarter.
- 25 funds opened new Liberty Energy positions in Q2 2020 and 22 closed out, a net change of +3 holders.
- The largest Liberty Energy buyer in Q2 2020 was Fidelity Investments, an estimated $11.4M added.
- The largest Liberty Energy seller in Q2 2020 was Alyeska Investment Group, an estimated $3.18M sold.
Based on aggregated 13F filings for Q2 2020.