Liberty Energy
LBRT
318 hedge funds and large institutions have $3.35B invested in Liberty Energy in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 131 increasing their positions, 109 reducing their positions, and 49 closing their positions.
52% more call options, than puts
Call options by funds: $4.92M | Put options by funds: $3.24M
20% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 109
4.79% more ownership
Funds ownership: 101.31% → 106.1% (+4.8%)
5% less capital invested
Capital invested by funds: $3.53B → $3.35B (-$176M)
4% less funds holding
Funds holding: 331 → 318 (-13)
18% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 49
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$54.5M |
| 2 |
BlackRock
New York
|
+$45.2M |
| 3 |
JP Morgan Chase
New York
|
+$24.6M |
| 4 |
ACG
Aventail Capital Group
New York
|
+$23.2M |
| 5 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$19.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$13.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$13.4M |
| 3 |
ECM
ExodusPoint Capital Management
New York
|
-$12.6M |
| 4 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$10.5M |
| 5 |
CP
CenterBook Partners
Greenwich,
Connecticut
|
-$9.24M |
LBRT Hedge Fund Activity: Q3 2024 in Review
318 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Liberty Energy (LBRT) for Q3 2024, worth a combined $3.35B — down 5% from $3.53B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of LBRT and 40 opened new positions — a net loss of 9 holders — while 109 trimmed existing stakes and 131 added.
The largest buyer was Fidelity Investments, adding an estimated $54.5M. The largest seller was Eagle Asset Management, cutting an estimated $13.8M.
- 318 institutional investors held Liberty Energy (LBRT) as of Q3 2024, down from 331 in Q2 2024.
- Funds reported $3.35B of Liberty Energy stock for Q3 2024, down 5% quarter-over-quarter.
- 40 funds opened new Liberty Energy positions in Q3 2024 and 49 closed out, a net change of -9 holders.
- The largest Liberty Energy buyer in Q3 2024 was Fidelity Investments, an estimated $54.5M added.
- The largest Liberty Energy seller in Q3 2024 was Eagle Asset Management, an estimated $13.8M sold.
Based on aggregated 13F filings for Q3 2024.