Liberty Energy
LBRT
141 hedge funds and large institutions have $1.35B invested in Liberty Energy in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 48 reducing their positions, and 19 closing their positions.
58% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 19
13% more capital invested
Capital invested by funds: $1.19B → $1.35B (+$151M)
7% more funds holding
Funds holding: 132 → 141 (+9)
2% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 48
1% more call options, than puts
Call options by funds: $6.79M | Put options by funds: $6.72M
12.33% less ownership
Funds ownership: 64.08% → 51.75% (-12%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$58.4M |
| 2 |
VanEck Associates
New York
|
+$27.8M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$23.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$21.4M |
| 5 |
TC
Towle & Co
Denver,
Colorado
|
+$17.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Carlyle Group
Washington,
District of Columbia
|
-$139M |
| 2 |
RH
Riverstone Holdings
New York
|
-$139M |
| 3 |
CCM
CAAS Capital Management
New York
|
-$14.1M |
| 4 |
JWM
JFG Wealth Management
Denver,
Colorado
|
-$7.39M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$4.94M |
LBRT Hedge Fund Activity: Q2 2021 in Review
141 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q2 2021, worth a combined $1.35B — up 13% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new LBRT positions and 19 closed out — a net gain of 11 holders — while 49 added to existing stakes and 48 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $58.4M. The largest seller was Carlyle Group, exiting entirely with an estimated $139M sold.
- 141 institutional investors held Liberty Energy (LBRT) as of Q2 2021, up from 132 in Q1 2021.
- Funds reported $1.35B of Liberty Energy stock for Q2 2021, up 13% quarter-over-quarter.
- 30 funds opened new Liberty Energy positions in Q2 2021 and 19 closed out, a net change of +11 holders.
- The largest Liberty Energy buyer in Q2 2021 was Fidelity Investments, an estimated $58.4M added.
- The largest Liberty Energy seller in Q2 2021 was Carlyle Group, an estimated $139M sold.
Based on aggregated 13F filings for Q2 2021.