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Liberty All-Star Equity Fund

139 hedge funds and large institutions have $179M invested in Liberty All-Star Equity Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 34

1% more capital invested

Capital invested by funds: $176M → $179M (+$2.33M)

1% less ownership

Funds ownership: 12%11% (-1%)

2% less funds holding

Funds holding: 142139 (-3)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
139
Holders Change
-3
Holders Change %
-2.11%
% of All Funds
2.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
54
Reduced
34
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$466K -$42.3K -5,786 -9%
EP
52
Eudaimonia Partners
Tennessee
$464K +$3.73K +510 +0.8%
SDAM
53
Shulman DeMeo Asset Management
New York
$418K -$17.1K -2,348 -4%
RVPG
54
Relative Value Partners Group
$402K
GAM
55
Gemmer Asset Management
California
$384K +$368K +50,323 New
BFEC
56
Benjamin F. Edwards & Company
Missouri
$347K +$1.66K +227 +0.5%
RJT
57
Raymond James Trust
Florida
$335K
EM
58
ELCO Management
New York
$320K -$20.5K -2,800 -6%
SWP
59
Stratos Wealth Partners
Ohio
$303K +$21.8K +2,983 +8%
LFF
60
Level Four Financial
Texas
$296K -$43.2K -5,916 -13%
AWG
61
Altus Wealth Group
Colorado
$258K
AA
62
Advisory Alpha
Michigan
$255K -$104K -14,191 -30%
QCIG
63
Quad-Cities Investment Group
Iowa
$252K +$11.4K +1,567 +5%
Creative Planning
64
Creative Planning
Kansas
$239K +$4.51K +617 +2%
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$236K +$3.72K +509 +2%
BSW
66
Buckingham Strategic Wealth
Missouri
$220K
RBFC
67
Roman Butler Fullerton & Co
Missouri
$220K +$192K +26,305 New
IAIM
68
International Assets Investment Management
Florida
$215K +$111K +15,195 +105%
CWM
69
Connecticut Wealth Management
Connecticut
$207K +$10.2K +1,392 +5%
AA
70
Ancora Advisors
Ohio
$204K
Luther King Capital Management (LKCM)
71
Luther King Capital Management (LKCM)
Texas
$197K
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$178K +$32.1K +4,394 +23%
KWM
73
Kingsview Wealth Management
Oregon
$173K +$226 +31 +0.1%
CBA
74
Coastal Bridge Advisors
Connecticut
$169K +$7.67K +1,050 +5%
NFG
75
Next Financial Group
Texas
$161K -$56.5K -7,740 -27%