We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund

97 hedge funds and large institutions have $246M invested in Liberty All-Star Equity Fund in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 54 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 24

0.3% less ownership

Funds ownership: 27.06%26.75% (-0.3%)

1% less funds holding

Funds holding: 9897 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

12% less capital invested

Capital invested by funds: $280M → $246M (-$33.5M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
8
Increased
54
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
SII Investments
Wisconsin
$169K +$15.1K +2,750 +9%
LCM
52
Landscape Capital Management
New Jersey
$162K +$30K +5,465 +21%
M&T Bank
53
M&T Bank
New York
$157K -$10.5K -1,919 -6%
CFB
54
Cullen/Frost Bankers
Texas
$153K +$166K +30,186 New
Bank of New York Mellon
55
Bank of New York Mellon
New York
$141K -$3.12K -568 -2%
GC
56
Guggenheim Capital
Illinois
$139K +$55.7K +10,140 +59%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$132K -$2.64K -480 -2%
EAM
58
EULAV Asset Management
Florida
$129K -$1.02K -185 -0.7%
RTS
59
Round Table Services
New Jersey
$126K
CL
60
CSS LLC
Illinois
$120K +$3.34K +608 +3%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$102K -$50.3K -9,156 -31%
WB
62
Webster Bank
Connecticut
$99K
SWP
63
Stratos Wealth Partners
Ohio
$94K +$38.5K +7,008 +61%
SAM
64
Silvercrest Asset Management
New York
$89K +$5.81K +1,057 +6%
BTS
65
BB&T Securities
Virginia
$89K +$25.9K +4,708 +37%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$86K -$2.06K -374 -2%
DS
67
DRW Securities
Illinois
$78K +$2.17K +395 +3%
SGCA
68
Steel Grove Capital Advisors
Tennessee
$76K
Goldman Sachs
69
Goldman Sachs
New York
$71K +$1.7K +310 +2%
SAM
70
SignalPoint Asset Management
Missouri
$66K +$1.88K +342 +3%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$62K +$4.26K +775 +7%
BC
72
Barnett & Company
Tennessee
$60K +$1.67K +304 +3%
NFG
73
Next Financial Group
Texas
$60K +$1.69K +307 +3%
VKH
74
Virtu KCG Holdings
New York
$59K +$64.3K +11,703 New
ACP
75
Aviance Capital Partners
Florida
$58K +$566 +103 +0.9%