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Liberty All-Star Equity Fund

191 hedge funds and large institutions have $208M invested in Liberty All-Star Equity Fund in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

9% more funds holding

Funds holding: 176191 (+15)

2% more capital invested

Capital invested by funds: $205M → $208M (+$3.2M)

0.32% more ownership

Funds ownership: 10.25%10.58% (+0.32%)

Holders
191
Holders Change
+15
Holders Change %
+8.52%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
47
Reduced
38
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$1.38M +$185K +25,691 +15%
SPIA
27
Steward Partners Investment Advisory
New York
$1.37M +$110K +15,262 +8%
KAS
28
Kestra Advisory Services
Texas
$1.33M +$558K +77,700 +68%
Lido Advisors
29
Lido Advisors
California
$1.24M
FZCM
30
Flynn Zito Capital Management
New York
$1.16M +$287K +39,967 +31%
BCWM
31
Bartlett & Co Wealth Management
Ohio
$1.16M
DADC
32
D.A. Davidson & Co
Montana
$1.13M +$14.4K +2,000 +1%
Mariner
33
Mariner
Kansas
$1.12M +$93.3K +12,975 +9%
ATS
34
Ashton Thomas Securities
New York
$1.11M +$28.7K +4,000 +3%
LOPW
35
Live Oak Private Wealth
North Carolina
$1.1M
PG
36
Patten Group
Tennessee
$1.04M +$62.1K +8,646 +6%
KPWS
37
Kestra Private Wealth Services
Texas
$1.04M -$21.7K -3,024 -2%
RCM
38
RB Capital Management
Nevada
$967K -$32.6K -4,532 -3%
Stifel Financial
39
Stifel Financial
Missouri
$960K +$141K +19,652 +17%
NA
40
NewEdge Advisors
Louisiana
$944K -$153K -21,293 -14%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$928K +$6.76K +940 +0.7%
GSEP
42
Golden State Equity Partners
California
$766K +$792K +110,174 New
WS
43
Wedbush Securities
California
$762K -$429K -59,752 -35%
CCFM
44
Clear Creek Financial Management
Washington
$729K -$14K -1,950 -2%
WAM
45
WealthTrust Asset Management
Florida
$716K +$26.4K +3,680 +4%
SWM
46
Stockman Wealth Management
Montana
$692K
SIC
47
Samalin Investment Counsel
New York
$676K +$295 +41 +0%
AWS
48
Atria Wealth Solutions
New York
$658K -$123K -17,123 -16%
TCM
49
Triumph Capital Management
Colorado
$632K +$855 +119 +0.1%
HWMO
50
Heritage Wealth Management (Ohio)
Ohio
$582K -$4.8K -668 -0.8%