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Liberty All-Star Equity Fund

147 hedge funds and large institutions have $232M invested in Liberty All-Star Equity Fund in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

36% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 39

30% more capital invested

Capital invested by funds: $179M → $232M (+$53.5M)

6% more funds holding

Funds holding: 139147 (+8)

0.7% more ownership

Funds ownership: 11%11.71% (+0.7%)

Holders
147
Holders Change
+8
Holders Change %
+5.76%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
53
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
26
Marks Group Wealth Management
Minnesota
$1.76M +$40.4K +4,808 +3%
CAN
27
Cetera Advisor Networks
California
$1.61M +$261K +31,140 +21%
RIM
28
Regent Investment Management
Kentucky
$1.57M -$336K -40,000 -19%
BFS
29
Bickling Financial Services
Massachusetts
$1.51M +$112K +13,373 +9%
LOPW
30
Live Oak Private Wealth
North Carolina
$1.43M
DADC
31
D.A. Davidson & Co
Montana
$1.36M +$12.6K +1,504 +1%
UBS Group
32
UBS Group
Switzerland
$1.21M -$109K -12,956 -9%
1832 Asset Management
33
1832 Asset Management
Ontario, Canada
$1.13M -$2.96M -352,160 -74%
WS
34
Wedbush Securities
California
$1.04M +$36.9K +4,395 +4%
RCM
35
RB Capital Management
Nevada
$1.02M +$49.2K +5,867 +5%
CAS
36
Cascadia Advisory Services
Oregon
$1.01M +$9.23K +1,100 +1%
SWM
37
Stockman Wealth Management
Montana
$892K
IFG
38
Independent Financial Group
California
$885K +$54.4K +6,486 +7%
APA
39
American Portfolios Advisors
New York
$838K +$767K +91,324 +6,908%
NA
40
NewEdge Advisors
Louisiana
$810K +$14.8K +1,766 +2%
BRWA
41
B. Riley Wealth Advisors
Florida
$788K +$2.24K +267 +0.3%
AWM
42
AE Wealth Management
Kansas
$779K -$785K -93,565 -52%
IFWM
43
Institute for Wealth Management
Colorado
$748K +$14.3K +1,698 +2%
MGIA
44
Moneta Group Investment Advisors
Missouri
$718K +$28.6K +3,409 +4%
KPWS
45
Kestra Private Wealth Services
Texas
$637K +$6.34K +755 +1%
WAM
46
WealthTrust Asset Management
Florida
$606K +$562K +67,014 New
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$558K +$6.12K +729 +1%
BBA
48
BLB&B Advisors
Pennsylvania
$538K -$31.6K -3,763 -6%
Truist Financial
49
Truist Financial
North Carolina
$535K -$132K -15,675 -21%
Creative Planning
50
Creative Planning
Kansas
$494K +$196K +23,399 +75%