USA icon

Liberty All-Star Equity Fund

171 hedge funds and large institutions have $157M invested in Liberty All-Star Equity Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+8
Holders Change %
+4.91%
% of All Funds
2.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
75
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
26
Cetera Advisor Networks
California
$1.28M -$18.1K -3,053 -1%
CF
27
Centaurus Financial
California
$988K -$596K -100,692 -38%
DADC
28
D.A. Davidson & Co
Montana
$985K +$65.5K +11,059 +7%
WS
29
Wedbush Securities
California
$982K -$20.8K -3,516 -2%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$969K +$114K +19,272 +13%
KPWS
31
Kestra Private Wealth Services
Texas
$954K +$54.9K +9,274 +6%
LOPW
32
Live Oak Private Wealth
North Carolina
$939K
Lido Advisors
33
Lido Advisors
California
$924K +$24.3K +4,102 +3%
BCWM
34
Bartlett & Co Wealth Management
Ohio
$885K -$41.4K -7,000 -4%
BC
35
Bartlett & Co
Ohio
$885K -$41.4K -7,000 -4%
Wells Fargo
36
Wells Fargo
California
$784K -$7.69M -1,299,192 -91%
Mariner
37
Mariner
Kansas
$765K -$238K -40,215 -24%
RCM
38
RB Capital Management
Nevada
$757K +$3.64K +618 +0.5%
AWS
39
Atria Wealth Solutions
New York
$753K +$71.6K +12,100 +11%
BRWA
40
B. Riley Wealth Advisors
Florida
$749K +$110K +18,614 +17%
CCFM
41
Clear Creek Financial Management
Washington
$743K
EC
42
Elequin Capital
New York
$740K +$371K +62,615 +100%
GSEP
43
Golden State Equity Partners
California
$681K -$18.3K -3,085 -3%
SPIA
44
Steward Partners Investment Advisory
New York
$656K +$174K +29,464 +36%
NA
45
NewEdge Advisors
Louisiana
$649K +$12.2K +2,065 +2%
SWM
46
Stockman Wealth Management
Montana
$589K -$52.9K -8,930 -8%
AAS
47
Avantax Advisory Services
Texas
$515K -$88.2K -14,892 -15%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$483K +$121K +20,397 +33%
Stifel Financial
49
Stifel Financial
Missouri
$479K +$45.8K +7,732 +11%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$479K -$17.4K -2,944 -4%