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Liberty Energy

250 hedge funds and large institutions have $2.36B invested in Liberty Energy in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 85 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more call options, than puts

Call options by funds: $7.33M | Put options by funds: $1.74M

187% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 23

27% more capital invested

Capital invested by funds: $1.86B → $2.36B (+$496M)

17% more funds holding

Funds holding: 213250 (+37)

10% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 77

5.14% more ownership

Funds ownership: 78.7%83.83% (+5.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
250
Holders Change
+37
Holders Change %
+17.37%
% of All Funds
4.02%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
66
Increased
85
Reduced
77
Closed
23
Calls
$7.33M
Puts
$1.74M
Net Calls
+$5.59M
Net Calls Change
+$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$351M -$33.8M -2,123,756 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$287M +$15.6M +982,260 +6%
BlackRock
3
BlackRock
New York
$213M +$2.47M +155,517 +1%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$171M -$125K -7,843 -0.1%
VanEck Associates
5
VanEck Associates
New York
$111M -$13.2M -832,860 -11%
State Street
6
State Street
Massachusetts
$61M +$6.23M +391,620 +11%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$50.1M -$3.1M -194,724 -6%
Millennium Management
8
Millennium Management
New York
$48.3M -$2.83M -178,170 -6%
JWM
9
JFG Wealth Management
Colorado
$46.2M -$5.72M -359,828 -11%
Macquarie Group
10
Macquarie Group
Australia
$46M -$1.36M -85,409 -3%
Franklin Resources
11
Franklin Resources
California
$45.2M +$1.66M +104,558 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$42M +$972K +61,087 +2%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$37.7M +$36.2M +2,275,312 +2,807%
Citadel Advisors
14
Citadel Advisors
Florida
$37.5M +$6.12M +384,647 +20%
EAM
15
Eagle Asset Management
Florida
$36.3M +$39.6M +2,488,117 New
TC
16
Towle & Co
Colorado
$33.8M -$2.19M -137,780 -6%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$32.5M -$11.4M -714,387 -26%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$32M +$677K +42,576 +2%
Lazard Asset Management
19
Lazard Asset Management
New York
$31M -$4.35M -273,383 -12%
Northern Trust
20
Northern Trust
Illinois
$28.6M +$307K +19,311 +1%
N
21
Nuveen
North Carolina
$24.7M -$2.72M -171,143 -10%
Charles Schwab
22
Charles Schwab
California
$24.6M -$123K -7,740 -0.5%
SCM
23
SIR Capital Management
New York
$23.4M +$17.8M +1,120,574 +330%
GJL
24
Gendell Jeffrey L
$19.2M +$19.1M +1,201,632 New
Goldman Sachs
25
Goldman Sachs
New York
$19.2M +$11.3M +711,606 +146%

LBRT Hedge Fund Activity: Q4 2022 in Review

250 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q4 2022, worth a combined $2.36B — up 27% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new LBRT positions and 23 closed out — a net gain of 43 holders — while 85 added to existing stakes and 77 trimmed.

The largest buyer was Eagle Asset Management, opening a new position worth an estimated $39.6M. The largest seller was Deutsche Bank, cutting an estimated $56.3M.

  • 250 institutional investors held Liberty Energy (LBRT) as of Q4 2022, up from 213 in Q3 2022.
  • Funds reported $2.36B of Liberty Energy stock for Q4 2022, up 27% quarter-over-quarter.
  • 66 funds opened new Liberty Energy positions in Q4 2022 and 23 closed out, a net change of +43 holders.
  • The largest Liberty Energy buyer in Q4 2022 was Eagle Asset Management, an estimated $39.6M added.
  • The largest Liberty Energy seller in Q4 2022 was Deutsche Bank, an estimated $56.3M sold.

Based on aggregated 13F filings for Q4 2022.