Liberty Energy
LBRT
262 hedge funds and large institutions have $3.06B invested in Liberty Energy in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 88 reducing their positions, and 46 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
163% more call options, than puts
Call options by funds: $4.09M | Put options by funds: $1.55M
47% more capital invested
Capital invested by funds: $2.08B → $3.06B (+$975M)
22% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 88
7.49% more ownership
Funds ownership: 88.87% → 96.35% (+7.5%)
2% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 46
1% less funds holding
Funds holding: 264 → 262 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$185M |
| 2 |
State Street
Boston,
Massachusetts
|
+$43.5M |
| 3 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$39M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$20.8M |
| 5 |
Goldman Sachs
New York
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$107M |
| 2 |
Millennium Management
New York
|
-$47.9M |
| 3 |
VanEck Associates
New York
|
-$25.9M |
| 4 |
Lazard Asset Management
New York
|
-$10.2M |
| 5 |
Morgan Stanley
New York
|
-$9.68M |
LBRT Hedge Fund Activity: Q3 2023 in Review
262 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q3 2023, worth a combined $3.06B — up 47% from $2.08B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new LBRT positions and 46 closed out — a net gain of 1 holder — while 107 added to existing stakes and 88 trimmed.
The largest buyer was BlackRock, adding an estimated $185M. The largest seller was Fidelity Investments, cutting an estimated $107M.
- 262 institutional investors held Liberty Energy (LBRT) as of Q3 2023, down from 264 in Q2 2023.
- Funds reported $3.06B of Liberty Energy stock for Q3 2023, up 47% quarter-over-quarter.
- 47 funds opened new Liberty Energy positions in Q3 2023 and 46 closed out, a net change of +1 holder.
- The largest Liberty Energy buyer in Q3 2023 was BlackRock, an estimated $185M added.
- The largest Liberty Energy seller in Q3 2023 was Fidelity Investments, an estimated $107M sold.
Based on aggregated 13F filings for Q3 2023.