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Liberty All-Star Equity Fund
137 hedge funds and large institutions have $213M invested in Liberty All-Star Equity Fund in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 30 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
93% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 30
10% more capital invested
Capital invested by funds: $194M → $213M (+$19.3M)
5% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 19
1% more funds holding
Funds holding: 136 → 137 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.58% less ownership
Funds ownership: 18.37% → 17.79% (-0.58%)
Holders
137
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
58
Reduced
30
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.78M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$817K |
| 3 |
LPL Financial
San Diego,
California
|
+$673K |
| 4 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$439K |
| 5 |
Millennium Management
New York
|
+$419K |
