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Liberty All-Star Equity Fund

142 hedge funds and large institutions have $176M invested in Liberty All-Star Equity Fund in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

20% more capital invested

Capital invested by funds: $147M → $176M (+$29.5M)

6% more funds holding

Funds holding: 134142 (+8)

0.51% more ownership

Funds ownership: 11.5%12% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

Holders
142
Holders Change
+8
Holders Change %
+5.97%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
35
Reduced
36
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1.61M +$311K +48,466 +26%
TWM
27
Titus Wealth Management
California
$1.45M +$384K +59,783 +40%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$1.42M -$4.14K -645 -0.3%
RIM
29
Regent Investment Management
Kentucky
$1.37M +$54.6K +8,500 +4%
MGWM
30
Marks Group Wealth Management
Minnesota
$1.31M +$1.22M +189,460 New
PAG
31
Private Advisor Group
New Jersey
$1.29M -$65K -10,126 -5%
LOPW
32
Live Oak Private Wealth
North Carolina
$1.1M
AWM
33
AE Wealth Management
Kansas
$1.07M -$233K -36,336 -19%
DADC
34
D.A. Davidson & Co
Montana
$1.02M -$35.8K -5,584 -4%
BFS
35
Bickling Financial Services
Massachusetts
$1M +$935K +145,604 New
CAN
36
Cetera Advisor Networks
California
$996K -$15.8K -2,463 -2%
RCM
37
RB Capital Management
Nevada
$781K -$34.5K -5,370 -5%
IFG
38
Independent Financial Group
California
$766K +$265K +41,320 +59%
1CP
39
1607 Capital Partners
Virginia
$723K +$352K +54,800 +110%
CF
40
Centaurus Financial
California
$697K +$648K +101,001 New
SC
41
Stolper & Co
Oklahoma
$684K -$3.88K -604 -0.6%
SWM
42
Stockman Wealth Management
Montana
$681K
WS
43
Wedbush Securities
California
$644K +$13.1K +2,046 +2%
NA
44
NewEdge Advisors
Louisiana
$593K -$121K -18,780 -18%
IFWM
45
Institute for Wealth Management
Colorado
$559K +$40.1K +6,253 +8%
Stifel Financial
46
Stifel Financial
Missouri
$525K +$160K +25,002 +49%
AAS
47
Avantax Advisory Services
Texas
$521K -$416K -64,866 -46%
Truist Financial
48
Truist Financial
North Carolina
$518K -$45.2K -7,038 -9%
BRWA
49
B. Riley Wealth Advisors
Florida
$515K +$479K +74,584 New
KPWS
50
Kestra Private Wealth Services
Texas
$505K -$2.15K -335 -0.5%