We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund

147 hedge funds and large institutions have $232M invested in Liberty All-Star Equity Fund in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

36% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 39

30% more capital invested

Capital invested by funds: $179M → $232M (+$53.5M)

6% more funds holding

Funds holding: 139147 (+8)

0.7% more ownership

Funds ownership: 11%11.71% (+0.7%)

Holders
147
Holders Change
+8
Holders Change %
+5.76%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
53
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
51
Gemmer Asset Management
California
$455K
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$445K -$138K -16,446 -25%
BFEC
53
Benjamin F. Edwards & Company
Missouri
$413K +$1.51K +180 +0.4%
RJT
54
Raymond James Trust
Florida
$397K
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$375K +$252K +29,994 +260%
EM
56
ELCO Management
New York
$364K -$14.3K -1,700 -4%
SWP
57
Stratos Wealth Partners
Ohio
$344K -$13.5K -1,612 -4%
LFF
58
Level Four Financial
Texas
$344K -$6.34K -756 -2%
SWM
59
Spire Wealth Management
Virginia
$328K
QCIG
60
Quad-Cities Investment Group
Iowa
$306K +$7.03K +837 +3%
Stifel Financial
61
Stifel Financial
Missouri
$292K -$479K -57,050 -64%
AWG
62
Altus Wealth Group
Colorado
$283K
MA
63
Mutual Advisors
Nebraska
$271K +$109K +13,019 +77%
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$267K -$11.4K -1,362 -4%
BSW
65
Buckingham Strategic Wealth
Missouri
$266K +$4.48K +534 +2%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$266K +$50.5K +6,019 +26%
PWAG
67
Polaris Wealth Advisory Group
California
$262K +$247K +29,376 New
AA
68
Ancora Advisors
Ohio
$242K
RBFC
69
Roman Butler Fullerton & Co
Missouri
$238K
Luther King Capital Management (LKCM)
70
Luther King Capital Management (LKCM)
Texas
$234K
RVPG
71
Relative Value Partners Group
$232K -$227K -27,034 -51%
ARC
72
Advisor Resource Council
Texas
$211K +$196K +23,327 New
KWM
73
Kingsview Wealth Management
Oregon
$208K +$6.58K +784 +3%
NFG
74
Next Financial Group
Texas
$180K -$9.53K -1,135 -5%
LIG
75
Lokken Investment Group
Delaware
$171K -$193 -23 -0.1%