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Liberty All-Star Equity Fund

154 hedge funds and large institutions have $205M invested in Liberty All-Star Equity Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 28 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 28

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

5% more funds holding

Funds holding: 147154 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.98% less ownership

Funds ownership: 11.71%10.73% (-0.98%)

12% less capital invested

Capital invested by funds: $232M → $205M (-$27.7M)

Holders
154
Holders Change
+7
Holders Change %
+4.76%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
64
Reduced
28
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
51
WealthTrust Asset Management
Florida
$579K +$3.01K +345 +0.5%
BBA
52
BLB&B Advisors
Pennsylvania
$522K +$10.6K +1,213 +2%
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$512K +$261K +29,963 +101%
Creative Planning
54
Creative Planning
Kansas
$503K +$33.6K +3,858 +7%
Truist Financial
55
Truist Financial
North Carolina
$498K -$11.3K -1,296 -2%
BBPWM
56
Blue Bell Private Wealth Management
Pennsylvania
$474K -$1.77M -203,501 -79%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$451K -$81.5K -9,345 -15%
SDAM
58
Shulman DeMeo Asset Management
New York
$441K +$447K +51,317 New
GAM
59
Gemmer Asset Management
California
$433K
MA
60
Mutual Advisors
Nebraska
$415K +$159K +18,272 +61%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$394K +$1.65K +189 +0.4%
LWAC
62
Laurel Wealth Advisors (California)
California
$386K +$391K +44,875 New
RJT
63
Raymond James Trust
Florida
$354K -$24.1K -2,768 -6%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$335K -$89.4K -10,249 -21%
SWM
65
Spire Wealth Management
Virginia
$312K
QCIG
66
Quad-Cities Investment Group
Iowa
$293K +$2.4K +275 +0.8%
Northern Trust
67
Northern Trust
Illinois
$286K +$290K +33,285 New
AWG
68
Altus Wealth Group
Colorado
$269K
BSW
69
Buckingham Strategic Wealth
Missouri
$268K +$15.5K +1,781 +6%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$264K +$11.1K +1,278 +4%
SWP
71
Stratos Wealth Partners
Ohio
$262K -$66K -7,568 -20%
PWAG
72
Polaris Wealth Advisory Group
California
$261K
LFF
73
Level Four Financial
Texas
$247K -$81.9K -9,389 -25%
BCA
74
Biltmore Capital Advisors
New Jersey
$245K +$248K +28,500 New
AA
75
Ancora Advisors
Ohio
$230K