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Liberty All-Star Equity Fund

133 hedge funds and large institutions have $146M invested in Liberty All-Star Equity Fund in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
34
Reduced
41
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAS
51
Cascadia Advisory Services
Oregon
$316K +$38.5K +6,400 +14%
Stifel Financial
52
Stifel Financial
Missouri
$307K -$61.6K -10,250 -17%
1CP
53
1607 Capital Partners
Virginia
$300K
PFS
54
Prospera Financial Services
Texas
$285K +$5.93K +987 +2%
M&T Bank
55
M&T Bank
New York
$268K
BFEC
56
Benjamin F. Edwards & Company
Missouri
$265K -$16.4K -2,735 -6%
RJT
57
Raymond James Trust
Florida
$240K
SWP
58
Stratos Wealth Partners
Ohio
$238K -$94.1K -15,633 -28%
EM
59
ELCO Management
New York
$227K -$6.01K -1,000 -3%
SLG
60
Stanley-Laman Group
Pennsylvania
$202K +$202K +33,650 New
ECM
61
ETrade Capital Management
Virginia
$188K +$188K +31,306 New
CWM
62
Connecticut Wealth Management
Connecticut
$181K +$181K +30,099 New
BSW
63
Buckingham Strategic Wealth
Missouri
$173K
AA
64
Ancora Advisors
Ohio
$161K -$13.6K -2,259 -8%
Creative Planning
65
Creative Planning
Kansas
$155K -$7.39K -1,227 -5%
NFG
66
Next Financial Group
Texas
$150K +$1.51K +251 +1%
PCP
67
Proficio Capital Partners
Massachusetts
$144K +$1.45K +241 +1%
CBA
68
Coastal Bridge Advisors
Connecticut
$127K +$3.27K +542 +3%
MAFM
69
Mid Atlantic Financial Management
Pennsylvania
$125K -$47.8K -7,500 -28%
MA
70
Mutual Advisors
Nebraska
$124K
VWM
71
Vigilare Wealth Management
Arizona
$121K
AF
72
Advisornet Financial
Minnesota
$112K +$57.2K +9,500 +104%
WB
73
Webster Bank
Connecticut
$100K -$15.9K -2,663 -14%
CFGS
74
Concourse Financial Group Securities
Alabama
$100K +$9.86K +1,648 +11%
Lido Advisors
75
Lido Advisors
California
$99K -$9.04K -1,500 -8%