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Liberty All-Star Equity Fund

170 hedge funds and large institutions have $217M invested in Liberty All-Star Equity Fund in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 35 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 35

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 171170 (-1)

1.42% less ownership

Funds ownership: 13.56%12.14% (-1.4%)

15% less capital invested

Capital invested by funds: $254M → $217M (-$37.1M)

Holders
170
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
70
Reduced
35
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
26
Bickling Financial Services
Massachusetts
$1.73M +$76.3K +9,911 +5%
Invesco
27
Invesco
Georgia
$1.69M +$154K +20,028 +11%
CAN
28
Cetera Advisor Networks
California
$1.62M +$81.2K +10,547 +6%
RIM
29
Regent Investment Management
Kentucky
$1.48M -$77K -10,000 -5%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$1.46M -$168K -21,772 -11%
LOPW
31
Live Oak Private Wealth
North Carolina
$1.28M
DADC
32
D.A. Davidson & Co
Montana
$1.22M +$16.9K +2,196 +1%
WS
33
Wedbush Securities
California
$1.18M +$36.6K +4,754 +3%
UBS Group
34
UBS Group
Switzerland
$1.13M +$67.8K +8,804 +7%
Mariner
35
Mariner
Kansas
$1.12M +$99.3K +12,902 +10%
1832 Asset Management
36
1832 Asset Management
Ontario, Canada
$1.08M -$11.3K -1,468 -1%
Lido Advisors
37
Lido Advisors
California
$1.08M +$1.03M +133,946 New
AWM
38
AE Wealth Management
Kansas
$1.07M +$286K +37,221 +39%
RCM
39
RB Capital Management
Nevada
$1.04M +$52.1K +6,772 +6%
AWS
40
Atria Wealth Solutions
New York
$997K +$950K +123,474 New
IFG
41
Independent Financial Group
California
$990K -$16.6K -2,156 -2%
KPWS
42
Kestra Private Wealth Services
Texas
$925K -$29.4K -3,815 -3%
NA
43
NewEdge Advisors
Louisiana
$917K +$198K +25,691 +29%
SWM
44
Stockman Wealth Management
Montana
$877K
MA
45
Mutual Advisors
Nebraska
$839K +$99K +12,858 +14%
BRWA
46
B. Riley Wealth Advisors
Florida
$821K -$75K -9,745 -9%
APA
47
Astoria Portfolio Advisors
New York
$739K +$704K +91,522 New
Creative Planning
48
Creative Planning
Kansas
$680K +$176K +22,892 +37%
WAM
49
WealthTrust Asset Management
Florida
$642K +$57.3K +7,443 +10%
IFWM
50
Institute for Wealth Management
Colorado
$628K -$4.08K -530 -0.7%