USA icon

Liberty All-Star Equity Fund

119 hedge funds and large institutions have $348M invested in Liberty All-Star Equity Fund in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
119
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$17.2M
2 +$2.95M
3 +$2.31M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.49M
5
Cohen & Steers
Cohen & Steers
New York
+$1.06M

Top Sellers

1 -$11.9M
2 -$5.72M
3 -$4.33M
4
Lazard Asset Management
Lazard Asset Management
New York
-$3.96M
5
Morgan Stanley
Morgan Stanley
New York
-$3.71M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$2.36M
27
$2.31M
28
$2.22M
29
$2.21M
30
$1.84M
31
$1.68M
32
$1.67M
33
$1.62M
34
$1.56M
35
$1.3M
36
$1.23M
37
$1.06M
38
$1.06M
39
$626K
40
$617K
41
$606K
42
$602K
43
$574K
44
$538K
45
$490K
46
$475K
47
$449K
48
$429K
49
$403K
50
$353K