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Liberty Energy
LBRT
LBRT
258 hedge funds and large institutions have $2B invested in Liberty Energy in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 73 reducing their positions, and 31 closing their positions.
New
Increased
Maintained
Reduced
Closed
266% more call options, than puts
Call options by funds: $7.24M | Put options by funds: $1.98M
60% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 73
26% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 31
4.64% more ownership
Funds ownership: 83.83% → 88.47% (+4.6%)
3% more funds holding
Funds holding: 250 → 258 (+8)
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)
Holders
258
Holders Change
+8
Holders Change %
+3.2%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
39
Increased
117
Reduced
73
Closed
31
Calls
$7.24M
Puts
$1.98M
Net Calls
+$5.26M
Net Calls Change
-$331K
Top Buyers
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$77.1M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$35.8M |
| 3 |
Millennium Management
New York
|
+$23M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$17.5M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
+$13.5M |
Top Sellers
| 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 |
