Liberty All-Star Equity Fund
121 hedge funds and large institutions have $185M invested in Liberty All-Star Equity Fund in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 20 closing their positions.
55% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 31
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.7% less ownership
Funds ownership: 15.84% → 14.15% (-1.7%)
2% less funds holding
Funds holding: 124 → 121 (-3)
10% less capital invested
Capital invested by funds: $205M → $185M (-$19.9M)
15% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
+$531K |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$486K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$401K |
| 4 |
LPL Financial
San Diego,
California
|
+$346K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$276K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$7.72M |
| 2 |
Lazard Asset Management
New York
|
-$3.76M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$2.83M |
| 4 |
Morgan Stanley
New York
|
-$1.99M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.22M |
USA Hedge Fund Activity: Q3 2019 in Review
121 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q3 2019, worth a combined $185M — down 9.7% from $205M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of USA and 17 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 48 added.
The largest buyer was Vident Investment Advisory, adding an estimated $531K. The largest seller was 1607 Capital Partners, cutting an estimated $7.72M.
- 121 institutional investors held Liberty All-Star Equity Fund (USA) as of Q3 2019, down from 124 in Q2 2019.
- Funds reported $185M of Liberty All-Star Equity Fund stock for Q3 2019, down 9.7% quarter-over-quarter.
- 17 funds opened new Liberty All-Star Equity Fund positions in Q3 2019 and 20 closed out, a net change of -3 holders.
- The largest Liberty All-Star Equity Fund buyer in Q3 2019 was Vident Investment Advisory, an estimated $531K added.
- The largest Liberty All-Star Equity Fund seller in Q3 2019 was 1607 Capital Partners, an estimated $7.72M sold.
Based on aggregated 13F filings for Q3 2019.