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Liberty All-Star Equity Fund

119 hedge funds and large institutions have $348M invested in Liberty All-Star Equity Fund in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
119
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$17.2M
2 +$2.95M
3 +$2.31M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.49M
5
Cohen & Steers
Cohen & Steers
New York
+$1.06M

Top Sellers

1 -$11.9M
2 -$5.72M
3 -$4.33M
4
Lazard Asset Management
Lazard Asset Management
New York
-$3.96M
5
Morgan Stanley
Morgan Stanley
New York
-$3.71M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$306K
52
$302K
53
$272K
54
$264K
55
$254K
56
$248K
57
$227K
58
$224K
59
$217K
60
$215K
61
$210K
62
$208K
63
$167K
64
$165K
65
$155K
66
$146K
67
$134K
68
$130K
69
$126K
70
$125K
71
$120K
72
$119K
73
$117K
74
$116K
75
$113K