Liberty All-Star Equity Fund
136 hedge funds and large institutions have $194M invested in Liberty All-Star Equity Fund in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 22 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
45% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 22
8% more funds holding
Funds holding: 126 → 136 (+10)
8% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 36
0.09% more ownership
Funds ownership: 18.28% → 18.37% (+0.09%)
25% less capital invested
Capital invested by funds: $259M → $194M (-$64.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$4.86M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$2.6M |
| 3 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$2.36M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$1.49M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$2.87M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.26M |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
-$2.09M |
| 4 |
Lazard Asset Management
New York
|
-$2.05M |
| 5 |
Morgan Stanley
New York
|
-$1.66M |
USA Hedge Fund Activity: Q4 2018 in Review
136 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q4 2018, worth a combined $194M — down 25% from $259M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new USA positions and 22 closed out — a net gain of 10 holders — while 39 added to existing stakes and 36 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $4.86M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $2.87M sold.
- 136 institutional investors held Liberty All-Star Equity Fund (USA) as of Q4 2018, up from 126 in Q3 2018.
- Funds reported $194M of Liberty All-Star Equity Fund stock for Q4 2018, down 25% quarter-over-quarter.
- 32 funds opened new Liberty All-Star Equity Fund positions in Q4 2018 and 22 closed out, a net change of +10 holders.
- The largest Liberty All-Star Equity Fund buyer in Q4 2018 was Shaker Financial Services, an estimated $4.86M added.
- The largest Liberty All-Star Equity Fund seller in Q4 2018 was Parametric Portfolio Associates, an estimated $2.87M sold.
Based on aggregated 13F filings for Q4 2018.