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Liberty All-Star Equity Fund

171 hedge funds and large institutions have $254M invested in Liberty All-Star Equity Fund in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 29 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 29

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

24% more capital invested

Capital invested by funds: $205M → $254M (+$49.8M)

11% more funds holding

Funds holding: 154171 (+17)

2.83% more ownership

Funds ownership: 10.73%13.56% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
171
Holders Change
+17
Holders Change %
+11.04%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
41
Increased
59
Reduced
29
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
26
Centaurus Financial
California
$2.25M +$230K +27,250 +11%
SFS
27
Shaker Financial Services
Virginia
$2.03M +$2.05M +242,702 New
PAG
28
Private Advisor Group
New Jersey
$1.87M +$23.3K +2,762 +1%
BBPWM
29
Blue Bell Private Wealth Management
Pennsylvania
$1.81M +$1.36M +161,340 +293%
CCP
30
Clough Capital Partners
Massachusetts
$1.79M +$1.81M +213,952 New
BFS
31
Bickling Financial Services
Massachusetts
$1.72M +$200K +23,636 +13%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$1.7M +$65.3K +7,727 +4%
RIM
33
Regent Investment Management
Kentucky
$1.62M +$169K +20,000 +12%
CAN
34
Cetera Advisor Networks
California
$1.59M +$61.9K +7,333 +4%
Invesco
35
Invesco
Georgia
$1.59M -$951K -112,629 -37%
LOPW
36
Live Oak Private Wealth
North Carolina
$1.33M
DADC
37
D.A. Davidson & Co
Montana
$1.25M -$11.8K -1,400 -0.9%
WS
38
Wedbush Securities
California
$1.18M +$203K +24,037 +21%
1832 Asset Management
39
1832 Asset Management
Ontario, Canada
$1.17M +$102K +12,084 +10%
UBS Group
40
UBS Group
Switzerland
$1.1M -$48.9K -5,788 -4%
Mariner
41
Mariner
Kansas
$1.05M +$1.06M +125,196 New
IFG
42
Independent Financial Group
California
$1.05M +$156K +18,477 +17%
RCM
43
RB Capital Management
Nevada
$1.02M -$35.1K -4,153 -3%
KPWS
44
Kestra Private Wealth Services
Texas
$991K +$397K +46,957 +66%
BRWA
45
B. Riley Wealth Advisors
Florida
$933K +$127K +15,042 +16%
SWM
46
Stockman Wealth Management
Montana
$909K +$83.3K +9,864 +10%
DA
47
Doliver Advisors
Texas
$816K +$898K +106,386 New
AWM
48
AE Wealth Management
Kansas
$800K -$23.7K -2,807 -3%
MA
49
Mutual Advisors
Nebraska
$763K +$361K +42,742 +89%
NA
50
NewEdge Advisors
Louisiana
$736K -$18.2K -2,160 -2%