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Liberty All-Star Equity Fund

170 hedge funds and large institutions have $217M invested in Liberty All-Star Equity Fund in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 35 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 35

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 171170 (-1)

1.42% less ownership

Funds ownership: 13.56%12.14% (-1.4%)

15% less capital invested

Capital invested by funds: $254M → $217M (-$37.1M)

Holders
170
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
70
Reduced
35
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GA
51
Geller Advisors
New York
$551K
Truist Financial
52
Truist Financial
North Carolina
$519K -$20.7K -2,685 -4%
BBA
53
BLB&B Advisors
Pennsylvania
$512K +$20.2K +2,628 +4%
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$511K +$334K +43,424 +219%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$494K +$12.3K +1,602 +3%
APA
56
American Portfolios Advisors
New York
$480K +$62.6K +8,130 +16%
SI
57
Stephens Inc
Arkansas
$470K +$5.63K +731 +1%
MIAN
58
Mariner Independent Advisor Network
Kansas
$441K +$419K +54,483 New
GAM
59
Gemmer Asset Management
California
$406K
BBPWM
60
Blue Bell Private Wealth Management
Pennsylvania
$392K -$1.29M -167,900 -78%
SWM
61
Spire Wealth Management
Virginia
$367K +$78.5K +10,200 +29%
CA
62
CoreCap Advisors
Michigan
$359K +$15 +2 +0%
SPIA
63
Steward Partners Investment Advisory
New York
$347K +$22.1K +2,878 +7%
RJT
64
Raymond James Trust
Florida
$333K
BFEC
65
Benjamin F. Edwards & Company
Missouri
$331K -$41.7K -5,424 -12%
MCA
66
MSH Capital Advisors
Arizona
$323K
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$318K -$30.1K -3,910 -9%
LWM
68
Laidlaw Wealth Management
New York
$313K +$9.42K +1,224 +3%
SDAM
69
Shulman DeMeo Asset Management
New York
$304K -$95.9K -12,460 -25%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$298K +$44.8K +5,820 +19%
AWG
71
Altus Wealth Group
Colorado
$278K
EM
72
ELCO Management
New York
$262K -$32.3K -4,200 -11%
SWP
73
Stratos Wealth Partners
Ohio
$253K +$8.94K +1,161 +4%
RVPG
74
Relative Value Partners Group
$252K +$2.16M +280,200 +899%
BSW
75
Buckingham Strategic Wealth
Missouri
$250K -$1.54K -200 -0.6%