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Liberty All-Star Equity Fund

170 hedge funds and large institutions have $152M invested in Liberty All-Star Equity Fund in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 46 reducing their positions, and 18 closing their positions.

Holders
170
Holders Change
+11
Holders Change %
+6.92%
% of All Funds
2.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
40
Reduced
46
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
51
AE Wealth Management
Kansas
$431K 75,657 -75,007 -50%
QPW
52
Quantum Private Wealth
Florida
$426K 74,715 -25,285 -25%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$392K 66,160 +66,160 New
WAM
54
WealthTrust Asset Management
Florida
$384K 67,390 -49,560 -42%
Truist Financial
55
Truist Financial
North Carolina
$382K 66,968 -1,055 -2%
SI
56
Stephens Inc
Arkansas
$362K 63,523 -3,050 -5%
EP
57
Eudaimonia Partners
Tennessee
$359K 62,986
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$358K 62,731
MCC
59
Money Concepts Capital
Florida
$355K 62,344 +62,344 New
HighTower Advisors
60
HighTower Advisors
Illinois
$321K 56,208 +39,863 +244%
Stifel Financial
61
Stifel Financial
Missouri
$315K 55,194 +5,430 +11%
CA
62
CoreCap Advisors
Michigan
$300K 52,595 +3,275 +7%
SCA
63
Sage Capital Advisors
South Dakota
$280K 49,042 +1,748 +4%
KAS
64
Kestra Advisory Services
Texas
$279K 48,980 +4,124 +9%
SPIA
65
Steward Partners Investment Advisory
New York
$254K 44,593 -241 -0.5%
MCA
66
MSH Capital Advisors
Arizona
$248K 43,515 +3,500 +9%
RJT
67
Raymond James Trust
Florida
$244K 42,767
BFEC
68
Benjamin F. Edwards & Company
Missouri
$236K 41,469 -1,002 -2%
SDAM
69
Shulman DeMeo Asset Management
New York
$210K 36,925
AWG
70
Altus Wealth Group
Colorado
$201K 35,255 +3,936 +13%
NA
71
NewEdge Advisors
Louisiana
$201K 108,545 -22,088 -17%
QCIG
72
Quad-Cities Investment Group
Iowa
$199K 34,929 -3,156 -8%
EM
73
ELCO Management
New York
$183K 32,100 +200 +0.6%
SIC
74
Samalin Investment Counsel
New York
$179K 31,337 +31,337 New
AA
75
Ancora Advisors
Ohio
$176K 30,775 -9 -0%