USA icon

Liberty All-Star Equity Fund

141 hedge funds and large institutions have $118M invested in Liberty All-Star Equity Fund in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+10
Holders Change %
+7.63%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
50
Reduced
35
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWPCG
51
Measured Wealth Private Client Group
New Hampshire
$262K
EP
52
Eudaimonia Partners
Tennessee
$257K +$13.8K +2,843 +6%
CRC
53
Curi RMB Capital
Illinois
$254K
1CP
54
1607 Capital Partners
Virginia
$242K +$242K +50,000 New
M&T Bank
55
M&T Bank
New York
$227K -$9.67K -2,000 -4%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$218K +$12K +2,487 +6%
EM
57
ELCO Management
New York
$188K -$6.3K -1,300 -3%
RJT
58
Raymond James Trust
Florida
$188K
Citadel Advisors
59
Citadel Advisors
Florida
$186K +$186K +38,435 New
PFS
60
Prospera Financial Services
Texas
$184K +$184K +38,000 New
HR
61
Hayden Royal
North Carolina
$164K -$37.6K -7,764 -19%
AA
62
Ancora Advisors
Ohio
$148K -$12.6K -2,605 -8%
BSW
63
Buckingham Strategic Wealth
Missouri
$140K -$60K -12,353 -30%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$139K +$6.52K +1,347 +5%
NWP
65
Northstar Wealth Partners
Connecticut
$138K +$138K +28,576 New
Creative Planning
66
Creative Planning
Kansas
$130K -$65.8K -13,601 -34%
Goldman Sachs
67
Goldman Sachs
New York
$130K +$130K +26,872 New
CGA
68
Crescent Grove Advisors
Illinois
$118K +$118K +24,403 New
Jane Street
69
Jane Street
New York
$116K +$43.1K +8,907 +59%
PCP
70
Proficio Capital Partners
Massachusetts
$116K +$116K +23,357 New
MAFM
71
Mid Atlantic Financial Management
Pennsylvania
$113K +$17.9K +3,700 +19%
VWM
72
Vigilare Wealth Management
Arizona
$107K +$9.64K +2,000 +10%
CCP
73
Clough Capital Partners
Massachusetts
$106K +$106K +21,842 New
TWA
74
TCI Wealth Advisors
Arizona
$96K +$55.4K +11,428 +136%
WB
75
Webster Bank
Connecticut
$94K