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Liberty All-Star Equity Fund

160 hedge funds and large institutions have $157M invested in Liberty All-Star Equity Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 26 closing their positions.

Holders
160
Holders Change
-10
Holders Change %
-5.88%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
64
Reduced
42
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LOPW
26
Live Oak Private Wealth
North Carolina
$983K 158,585
DADC
27
D.A. Davidson & Co
Montana
$963K 155,314 +606 +0.4%
Lido Advisors
28
Lido Advisors
California
$920K 148,445 +7,292 +5%
KPWS
29
Kestra Private Wealth Services
Texas
$915K 147,611 +6,128 +4%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$896K 144,485 +31,784 +28%
Invesco
31
Invesco
Georgia
$882K 142,198 -23,541 -14%
WS
32
Wedbush Securities
California
$858K 138,403 -11,787 -8%
1832 Asset Management
33
1832 Asset Management
Ontario, Canada
$812K 130,965 -707 -0.5%
RCM
34
RB Capital Management
Nevada
$811K 130,786 -231 -0.2%
CCFM
35
Clear Creek Financial Management
Washington
$800K 129,021 +129,021 New
AWS
36
Atria Wealth Solutions
New York
$783K 126,260 +18,209 +17%
SWM
37
Stockman Wealth Management
Montana
$673K 108,493
Mariner
38
Mariner
Kansas
$672K 108,396 -68,031 -39%
BRWA
39
B. Riley Wealth Advisors
Florida
$670K 108,119 +8,713 +9%
NA
40
NewEdge Advisors
Louisiana
$654K 106,396 -2,149 -2%
AAS
41
Avantax Advisory Services
Texas
$614K 99,003 +77,662 +364%
IFWM
42
Institute for Wealth Management
Colorado
$494K 79,701 -2,291 -3%
MA
43
Mutual Advisors
Nebraska
$467K 75,354 -796 -1%
QPW
44
Quantum Private Wealth
Florida
$463K 74,715
WAM
45
WealthTrust Asset Management
Florida
$453K 73,005 +5,615 +8%
APA
46
Astoria Portfolio Advisors
New York
$437K 71,212 -7,927 -10%
EP
47
Eudaimonia Partners
Tennessee
$394K 63,628 +642 +1%
SCA
48
Sage Capital Advisors
South Dakota
$378K 60,911 +11,869 +24%
HighTower Advisors
49
HighTower Advisors
Illinois
$353K 56,785 +577 +1%
Stifel Financial
50
Stifel Financial
Missouri
$344K 55,552 +358 +0.6%