Liberty Energy
LBRT
124 hedge funds and large institutions have $1.27B invested in Liberty Energy in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 18 closing their positions.
77% more call options, than puts
Call options by funds: $1.88M | Put options by funds: $1.07M
43% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 35
27% more capital invested
Capital invested by funds: $1.01B → $1.27B (+$267M)
22% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 18
3% more funds holding
Funds holding: 120 → 124 (+4)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
13.18% less ownership
Funds ownership: 148.25% → 135.07% (-13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIM
Lingotto Investment Management
London,
United Kingdom
|
+$26.6M |
| 2 |
VanEck Associates
New York
|
+$15.2M |
| 3 |
BlackRock
New York
|
+$11.1M |
| 4 |
JWM
JFG Wealth Management
Denver,
Colorado
|
+$8.32M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Carlyle Group
Washington,
District of Columbia
|
-$52.4M |
| 2 |
RH
Riverstone Holdings
New York
|
-$52.4M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.19M |
| 4 |
OC
Oakmont Corp
Los Angeles,
California
|
-$3.55M |
| 5 |
LCP
LGT Capital Partners
Pfaeffikon,
Switzerland
|
-$3.36M |
LBRT Hedge Fund Activity: Q4 2020 in Review
124 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q4 2020, worth a combined $1.27B — up 27% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new LBRT positions and 18 closed out — a net gain of 4 holders — while 50 added to existing stakes and 35 trimmed.
The largest buyer was Lingotto Investment Management, adding an estimated $26.6M. The largest seller was Carlyle Group, cutting an estimated $52.4M.
- 124 institutional investors held Liberty Energy (LBRT) as of Q4 2020, up from 120 in Q3 2020.
- Funds reported $1.27B of Liberty Energy stock for Q4 2020, up 27% quarter-over-quarter.
- 22 funds opened new Liberty Energy positions in Q4 2020 and 18 closed out, a net change of +4 holders.
- The largest Liberty Energy buyer in Q4 2020 was Lingotto Investment Management, an estimated $26.6M added.
- The largest Liberty Energy seller in Q4 2020 was Carlyle Group, an estimated $52.4M sold.
Based on aggregated 13F filings for Q4 2020.