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Liberty All-Star Equity Fund

171 hedge funds and large institutions have $254M invested in Liberty All-Star Equity Fund in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 29 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 29

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

24% more capital invested

Capital invested by funds: $205M → $254M (+$49.8M)

11% more funds holding

Funds holding: 154171 (+17)

2.83% more ownership

Funds ownership: 10.73%13.56% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
171
Holders Change
+17
Holders Change %
+11.04%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
41
Increased
59
Reduced
29
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
51
Beacon Pointe Advisors
California
$684K +$689K +81,595 New
IFWM
52
Institute for Wealth Management
Colorado
$656K -$9.56K -1,132 -1%
WAM
53
WealthTrust Asset Management
Florida
$604K +$39.4K +4,670 +7%
GA
54
Geller Advisors
New York
$586K
Truist Financial
55
Truist Financial
North Carolina
$560K +$76.1K +9,009 +16%
Creative Planning
56
Creative Planning
Kansas
$513K +$23.2K +2,750 +5%
BBA
57
BLB&B Advisors
Pennsylvania
$509K
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$499K
SI
59
Stephens Inc
Arkansas
$482K +$289K +34,170 +147%
CFGS
60
Concourse Financial Group Securities
Alabama
$464K +$351K +41,545 +313%
APA
61
American Portfolios Advisors
New York
$429K -$221K -26,168 -34%
GAM
62
Gemmer Asset Management
California
$422K
SDAM
63
Shulman DeMeo Asset Management
New York
$419K -$10.9K -1,290 -3%
Nomura Holdings
64
Nomura Holdings
Japan
$419K +$422K +50,000 New
BFEC
65
Benjamin F. Edwards & Company
Missouri
$389K +$4.7K +557 +1%
CA
66
CoreCap Advisors
Michigan
$373K +$376K +44,466 New
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$363K -$77K -9,117 -17%
Millennium Management
68
Millennium Management
New York
$360K -$363K -43,026 -50%
RJT
69
Raymond James Trust
Florida
$345K
SPIA
70
Steward Partners Investment Advisory
New York
$336K +$187K +22,130 +124%
MCA
71
MSH Capital Advisors
Arizona
$335K +$338K +40,015 New
LWM
72
Laidlaw Wealth Management
New York
$314K +$317K +37,520 New
EM
73
ELCO Management
New York
$307K +$309K +36,600 New
NFG
74
Next Financial Group
Texas
$304K +$117K +13,880 +62%
SWM
75
Spire Wealth Management
Virginia
$295K -$8.61K -1,019 -3%