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Liberty All-Star Equity Fund

139 hedge funds and large institutions have $179M invested in Liberty All-Star Equity Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 34

1% more capital invested

Capital invested by funds: $176M → $179M (+$2.33M)

1% less ownership

Funds ownership: 12%11% (-1%)

2% less funds holding

Funds holding: 142139 (-3)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
139
Holders Change
-3
Holders Change %
-2.11%
% of All Funds
2.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
54
Reduced
34
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.62M +$50.2K +6,870 +3%
TWM
27
Titus Wealth Management
California
$1.61M +$5.41K +740 +0.4%
PAG
28
Private Advisor Group
New Jersey
$1.48M +$41.7K +5,712 +3%
MGWM
29
Marks Group Wealth Management
Minnesota
$1.45M
CF
30
Centaurus Financial
California
$1.44M +$641K +87,778 +87%
AWM
31
AE Wealth Management
Kansas
$1.37M +$175K +23,986 +15%
LOPW
32
Live Oak Private Wealth
North Carolina
$1.21M -$3.1K -425 -0.3%
BFS
33
Bickling Financial Services
Massachusetts
$1.17M +$56.1K +7,676 +5%
DADC
34
D.A. Davidson & Co
Montana
$1.14M +$1.47K +201 +0.1%
UBS Group
35
UBS Group
Switzerland
$1.12M -$831K -113,804 -44%
CAN
36
Cetera Advisor Networks
California
$1.12M +$18K +2,468 +2%
WS
37
Wedbush Securities
California
$844K +$126K +17,257 +18%
CAS
38
Cascadia Advisory Services
Oregon
$843K +$807K +110,470 New
RCM
39
RB Capital Management
Nevada
$819K -$41.8K -5,725 -5%
SWM
40
Stockman Wealth Management
Montana
$753K
IFG
41
Independent Financial Group
California
$697K -$143K -19,640 -18%
Stifel Financial
42
Stifel Financial
Missouri
$681K +$96.8K +13,248 +17%
NA
43
NewEdge Advisors
Louisiana
$671K +$14.1K +1,936 +2%
BRWA
44
B. Riley Wealth Advisors
Florida
$663K +$89.8K +12,293 +16%
IFWM
45
Institute for Wealth Management
Colorado
$618K +$102 +14 +0%
MGIA
46
Moneta Group Investment Advisors
Missouri
$580K +$555K +76,016 New
Truist Financial
47
Truist Financial
North Carolina
$571K -$2.29K -313 -0.4%
KPWS
48
Kestra Private Wealth Services
Texas
$532K -$25.9K -3,546 -5%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$501K -$32.9K -4,507 -6%
BBA
50
BLB&B Advisors
Pennsylvania
$483K -$3.93K -538 -0.8%