Liberty Energy
LBRT
258 hedge funds and large institutions have $2B invested in Liberty Energy in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 116 increasing their positions, 73 reducing their positions, and 31 closing their positions.
266% more call options, than puts
Call options by funds: $7.24M | Put options by funds: $1.98M
59% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 73
29% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 31
7.45% more ownership
Funds ownership: 81.03% → 88.47% (+7.4%)
4% more funds holding
Funds holding: 249 → 258 (+9)
15% less capital invested
Capital invested by funds: $2.36B → $2B (-$361M)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$77.1M |
| 2 |
Millennium Management
New York
|
+$23M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$17.5M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$13.5M |
| 5 |
Morgan Stanley
New York
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$87.8M |
| 2 |
JWM
JFG Wealth Management
Denver,
Colorado
|
-$46.2M |
| 3 |
Bank of New York Mellon
New York
|
-$28.3M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$26.7M |
| 5 |
SCM
SIR Capital Management
New York
|
-$16.8M |
LBRT Hedge Fund Activity: Q1 2023 in Review
258 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q1 2023, worth a combined $2B — down 15% from $2.36B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new LBRT positions and 31 closed out — a net gain of 9 holders — while 116 added to existing stakes and 73 trimmed.
The largest buyer was Macquarie Group, adding an estimated $77.1M. The largest seller was Fidelity Investments, cutting an estimated $87.8M.
- 258 institutional investors held Liberty Energy (LBRT) as of Q1 2023, up from 249 in Q4 2022.
- Funds reported $2B of Liberty Energy stock for Q1 2023, down 15% quarter-over-quarter.
- 40 funds opened new Liberty Energy positions in Q1 2023 and 31 closed out, a net change of +9 holders.
- The largest Liberty Energy buyer in Q1 2023 was Macquarie Group, an estimated $77.1M added.
- The largest Liberty Energy seller in Q1 2023 was Fidelity Investments, an estimated $87.8M sold.
Based on aggregated 13F filings for Q1 2023.