We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund

79 hedge funds and large institutions have $262M invested in Liberty All-Star Equity Fund in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

13% more capital invested

Capital invested by funds: $233M → $262M (+$29.7M)

5% more funds holding

Funds holding: 7579 (+4)

2.26% more ownership

Funds ownership: 22.9%25.17% (+2.3%)

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
2.29%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
15
Increased
28
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
51
Raymond James Trust
Florida
$109K +$17.7K +3,100 +20%
VFS
52
VSR Financial Services
Kansas
$107K
PAG
53
Private Advisor Group
New Jersey
$103K +$98.2K +17,213 New
WS
54
Wedbush Securities
California
$102K -$23.7K -4,147 -19%
SAM
55
SignalPoint Asset Management
Missouri
$93K +$89.1K +15,617 New
OA
56
Oxbow Advisors
Texas
$91K
SGCA
57
Steel Grove Capital Advisors
Tennessee
$91K
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$85K -$10.7K -1,883 -12%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$84K
IT
60
Independence Trust
Tennessee
$76K
MPI
61
Mairs & Power Inc
Minnesota
$70K
PFS
62
Prospera Financial Services
Texas
$66K -$54.2K -9,498 -46%
Deutsche Bank
63
Deutsche Bank
Germany
$41K
Citigroup
64
Citigroup
New York
$32K +$18.5K +3,249 +150%
AIA
65
Alerus Investment Advisors
Minnesota
$31K +$548 +96 +2%
RIA
66
Regal Investment Advisors
Michigan
$24K -$11 -2 -0%
KCPG
67
Kavar Capital Partners Group
Kansas
$23K +$22.3K +3,905 New
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$17K +$16.2K +2,844 New
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$15K
US Bancorp
70
US Bancorp
Minnesota
$12K -$1.78K -312 -14%
WA
71
Waverly Advisors
Alabama
$12K
TRCT
72
Tower Research Capital (TRC)
New York
$12K +$11.4K +1,995 +39,900%
PAS
73
Partnervest Advisory Services
California
$9K
CFN
74
Cordasco Financial Network
Florida
$5K +$4.4K +771 New
OFG
75
OTA Financial Group
New York
$323 +$56.3K +9,867 +22%