We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund

75 hedge funds and large institutions have $233M invested in Liberty All-Star Equity Fund in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

9% more funds holding

Funds holding: 6975 (+6)

3.98% less ownership

Funds ownership: 26.88%22.9% (-4%)

11% less capital invested

Capital invested by funds: $260M → $233M (-$27.8M)

36% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 33

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
2.43%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
13
Increased
21
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$81K -$10.2K -1,863 -11%
SGCA
52
Steel Grove Capital Advisors
Tennessee
$81K
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$76K +$912 +166 +1%
IT
54
Independence Trust
Tennessee
$69K -$19.6K -3,572 -22%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$63K -$18.2K -3,309 -22%
MPI
56
Mairs & Power Inc
Minnesota
$63K
Nomura Holdings
57
Nomura Holdings
Japan
$60K +$61K +11,100 New
Citadel Advisors
58
Citadel Advisors
Florida
$59K +$59.8K +10,894 New
CAS
59
CTC Alternative Strategies
Illinois
$55.4K -$15.8K -2,873 -22%
Deutsche Bank
60
Deutsche Bank
Germany
$37K
AIA
61
Alerus Investment Advisors
Minnesota
$30K +$500 +91 +2%
RIA
62
Regal Investment Advisors
Michigan
$22K +$363 +66 +2%
WF
63
WealthTrust Fairport
Ohio
$22K +$22.4K +4,079 New
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$13K +$13.4K +2,440 New
US Bancorp
65
US Bancorp
Minnesota
$12K -$483 -88 -4%
Citigroup
66
Citigroup
New York
$12K +$11.9K +2,168 New
SFS
67
Signator Financial Services
Massachusetts
$10K +$165 +30 +2%
WA
68
Waverly Advisors
Alabama
$10K +$10.6K +1,935 New
PAS
69
Partnervest Advisory Services
California
$8K +$132 +24 +2%
GGPS
70
Gary Goldberg Planning Services
New York
$6K -$30.3K -5,516 -83%
WAM
71
Wolverine Asset Management
Illinois
$5K -$933K -169,933 -99%
OFG
72
OTA Financial Group
New York
$239 +$243K +44,313 New
AIG
73
American International Group
New York
$162 -$9.71K -1,767 -98%
LMGAM
74
Liberty Mutual Group Asset Management
Massachusetts
-$6.66M -1,280,288 Closed
RJFSA
75
Raymond James Financial Services Advisors
Florida
-$398K -76,580 Closed