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Liberty All-Star Equity Fund

163 hedge funds and large institutions have $159M invested in Liberty All-Star Equity Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 42

4% more capital invested

Capital invested by funds: $153M → $159M (+$5.72M)

0.47% less ownership

Funds ownership: 10.37%9.89% (-0.47%)

5% less funds holding

Funds holding: 172163 (-9)

23% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 26

Holders
163
Holders Change
-9
Holders Change %
-5.23%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
65
Reduced
42
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Shaker Financial Services
Virginia
$1.09M -$2.73M -444,149 -72%
LOPW
27
Live Oak Private Wealth
North Carolina
$983K
DADC
28
D.A. Davidson & Co
Montana
$963K +$3.72K +606 +0.4%
Lido Advisors
29
Lido Advisors
California
$920K +$44.8K +7,292 +5%
KPWS
30
Kestra Private Wealth Services
Texas
$915K +$37.6K +6,128 +4%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$896K +$195K +31,784 +28%
Invesco
32
Invesco
Georgia
$882K -$145K -23,541 -14%
WS
33
Wedbush Securities
California
$858K -$72.4K -11,787 -8%
1832 Asset Management
34
1832 Asset Management
Ontario, Canada
$812K -$4.34K -707 -0.5%
RCM
35
RB Capital Management
Nevada
$811K -$1.42K -231 -0.2%
CCFM
36
Clear Creek Financial Management
Washington
$800K +$792K +129,021 New
AWS
37
Atria Wealth Solutions
New York
$783K +$112K +18,209 +17%
SWM
38
Stockman Wealth Management
Montana
$673K
Mariner
39
Mariner
Kansas
$672K -$418K -68,031 -39%
BRWA
40
B. Riley Wealth Advisors
Florida
$670K +$53.5K +8,713 +9%
NA
41
NewEdge Advisors
Louisiana
$654K -$13.2K -2,149 -2%
AAS
42
Avantax Advisory Services
Texas
$614K +$477K +77,662 +364%
IFWM
43
Institute for Wealth Management
Colorado
$494K -$14.1K -2,291 -3%
MA
44
Mutual Advisors
Nebraska
$467K -$4.89K -796 -1%
QPW
45
Quantum Private Wealth
Florida
$463K
WAM
46
WealthTrust Asset Management
Florida
$453K +$34.5K +5,615 +8%
APA
47
Astoria Portfolio Advisors
New York
$437K -$48.7K -7,927 -10%
EP
48
Eudaimonia Partners
Tennessee
$394K +$3.94K +642 +1%
SCA
49
Sage Capital Advisors
South Dakota
$378K +$72.9K +11,869 +24%
HighTower Advisors
50
HighTower Advisors
Illinois
$353K +$3.54K +577 +1%