Liberty Energy
LBRT
120 hedge funds and large institutions have $1.01B invested in Liberty Energy in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 43 reducing their positions, and 12 closing their positions.
83% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 12
51% more capital invested
Capital invested by funds: $667M → $1.01B (+$338M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
9% more funds holding
Funds holding: 110 → 120 (+10)
0.36% more ownership
Funds ownership: 147.88% → 148.25% (+0.36%)
28% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 43
41% less call options, than puts
Call options by funds: $325K | Put options by funds: $550K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
+$16.6M |
| 2 |
LIM
Lingotto Investment Management
London,
United Kingdom
|
+$8.37M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.83M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$3.01M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
GMT Capital
Atlanta,
Georgia
|
-$2.5M |
| 2 |
State Street
Boston,
Massachusetts
|
-$2.27M |
| 3 |
BlackRock
New York
|
-$2.21M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$1.73M |
| 5 |
RA
Royce & Associates
New York
|
-$1.62M |
LBRT Hedge Fund Activity: Q3 2020 in Review
120 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q3 2020, worth a combined $1.01B — up 51% from $667M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new LBRT positions and 12 closed out — a net gain of 10 holders — while 31 added to existing stakes and 43 trimmed.
The largest buyer was VanEck Associates, opening a new position worth an estimated $16.6M. The largest seller was GMT Capital, cutting an estimated $2.5M.
- 120 institutional investors held Liberty Energy (LBRT) as of Q3 2020, up from 110 in Q2 2020.
- Funds reported $1.01B of Liberty Energy stock for Q3 2020, up 51% quarter-over-quarter.
- 22 funds opened new Liberty Energy positions in Q3 2020 and 12 closed out, a net change of +10 holders.
- The largest Liberty Energy buyer in Q3 2020 was VanEck Associates, an estimated $16.6M added.
- The largest Liberty Energy seller in Q3 2020 was GMT Capital, an estimated $2.5M sold.
Based on aggregated 13F filings for Q3 2020.