Liberty Energy
LBRT
134 hedge funds and large institutions have $1.06B invested in Liberty Energy in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 8 closing their positions.
288% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 8
54% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 35
41% more call options, than puts
Call options by funds: $2.65M | Put options by funds: $1.88M
21% more funds holding
Funds holding: 111 → 134 (+23)
6.85% more ownership
Funds ownership: 54.55% → 61.4% (+6.8%)
10% less capital invested
Capital invested by funds: $1.18B → $1.06B (-$118M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$105M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.3M |
| 3 |
CCM
CAAS Capital Management
New York
|
+$8.86M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$8.44M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$7.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIM
Lingotto Investment Management
London,
United Kingdom
|
-$60.4M |
| 2 |
VanEck Associates
New York
|
-$24.5M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$12.5M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$9.04M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$7.75M |
LBRT Hedge Fund Activity: Q4 2021 in Review
134 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q4 2021, worth a combined $1.06B — down 10% from $1.18B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new LBRT positions and 8 closed out — a net gain of 23 holders — while 54 added to existing stakes and 35 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $105M. The largest seller was Lingotto Investment Management, exiting entirely with an estimated $60.4M sold.
- 134 institutional investors held Liberty Energy (LBRT) as of Q4 2021, up from 111 in Q3 2021.
- Funds reported $1.06B of Liberty Energy stock for Q4 2021, down 10% quarter-over-quarter.
- 31 funds opened new Liberty Energy positions in Q4 2021 and 8 closed out, a net change of +23 holders.
- The largest Liberty Energy buyer in Q4 2021 was Fidelity Investments, an estimated $105M added.
- The largest Liberty Energy seller in Q4 2021 was Lingotto Investment Management, an estimated $60.4M sold.
Based on aggregated 13F filings for Q4 2021.