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Liberty All-Star Equity Fund
USA

142 hedge funds and large institutions have $176M invested in Liberty All-Star Equity Fund in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

20% more capital invested

Capital invested by funds: $147M → $176M (+$29.5M)

6% more funds holding

Funds holding: 134 → 142 (+8)

0.51% more ownership

Funds ownership: 11.5% → 12% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

Holders
142
Holders Change
+8
Holders Change %
+5.97%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
35
Reduced
36
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$2.45M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$2.11M
3
SFS
Shaker Financial Services
Virginia
+$2.03M
4
LCM
Landscape Capital Management
New Jersey
+$2.03M
5
MGWM
Marks Group Wealth Management
Minnesota
+$1.22M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.45M
2
LPL Financial
LPL Financial
California
-$2.38M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.66M
4
AAM
Advisors Asset Management
Colorado
-$904K
5
GC
Guggenheim Capital
Illinois
-$692K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$484K -$3.09K -482 -0.7%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$461K -$616 -96 -0.1%
BPA
53
Beacon Pointe Advisors
California
$448K +$417K +64,932 New
BBA
54
BLB&B Advisors
Pennsylvania
$440K -$25.7K -4,000 -6%
Millennium Management
55
Millennium Management
New York
$436K +$405K +63,131 New
EP
56
Eudaimonia Partners
Tennessee
$416K – – –
SDAM
57
Shulman DeMeo Asset Management
New York
$394K -$3.89K -606 -1%
RVPG
58
Relative Value Partners Group
$372K – – –
SS
59
Simplicity Solutions
Minnesota
$357K -$498K -77,571 -60%
AA
60
Advisory Alpha
Michigan
$329K +$306K +47,645 New
BFEC
61
Benjamin F. Edwards & Company
Missouri
$312K +$7.32K +1,140 +3%
EM
62
ELCO Management
New York
$309K +$44.9K +7,000 +19%
LFF
63
Level Four Financial
Texas
$309K +$287K +44,756 New
M&T Bank
64
M&T Bank
New York
$308K – – –
PFS
65
Prospera Financial Services
Texas
$307K -$18.6K -2,898 -6%
RJT
66
Raymond James Trust
Florida
$303K +$25.7K +4,000 +10%
SWP
67
Stratos Wealth Partners
Ohio
$253K -$18.4K -2,863 -7%
QCIG
68
Quad-Cities Investment Group
Iowa
$217K -$273K -42,606 -58%
AWG
69
Altus Wealth Group
Colorado
$216K +$201K +31,319 New
Creative Planning
70
Creative Planning
Kansas
$211K +$31.4K +4,896 +19%
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$210K -$51.4K -8,000 -21%
BSW
72
Buckingham Strategic Wealth
Missouri
$199K – – –
NFG
73
Next Financial Group
Texas
$199K +$24.5K +3,818 +15%
AA
74
Ancora Advisors
Ohio
$185K – – –
CWM
75
Connecticut Wealth Management
Connecticut
$178K -$27.6K -4,307 -14%
1 2
3
4 5

USA Hedge Fund Activity: Q4 2020 in Review

142 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q4 2020, worth a combined $176M — up 20% from $147M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new USA positions and 20 closed out — a net gain of 12 holders — while 35 added to existing stakes and 36 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $2.45M. The largest seller was Ameriprise, cutting an estimated $2.45M.

  • 142 institutional investors held Liberty All-Star Equity Fund (USA) as of Q4 2020, up from 134 in Q3 2020.
  • Funds reported $176M of Liberty All-Star Equity Fund stock for Q4 2020, up 20% quarter-over-quarter.
  • 32 funds opened new Liberty All-Star Equity Fund positions in Q4 2020 and 20 closed out, a net change of +12 holders.
  • The largest Liberty All-Star Equity Fund buyer in Q4 2020 was Karpus Investment Management, an estimated $2.45M added.
  • The largest Liberty All-Star Equity Fund seller in Q4 2020 was Ameriprise, an estimated $2.45M sold.

Based on aggregated 13F filings for Q4 2020.