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Liberty All-Star Equity Fund

163 hedge funds and large institutions have $159M invested in Liberty All-Star Equity Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 42

4% more capital invested

Capital invested by funds: $153M → $159M (+$5.72M)

0.47% less ownership

Funds ownership: 10.37%9.89% (-0.47%)

5% less funds holding

Funds holding: 172163 (-9)

23% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 26

Holders
163
Holders Change
-9
Holders Change %
-5.23%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
65
Reduced
42
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$344K +$2.2K +358 +0.6%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$339K -$70.8K -11,526 -17%
SA
53
Sunesis Advisors
Kansas
$328K +$325K +52,909 New
SIC
54
Samalin Investment Counsel
New York
$326K +$130K +21,238 +68%
AWM
55
AE Wealth Management
Kansas
$313K -$155K -25,199 -33%
KAS
56
Kestra Advisory Services
Texas
$303K -$295 -48 -0.1%
NAS
57
NWF Advisory Services
California
$302K +$287K +46,742 New
Truist Financial
58
Truist Financial
North Carolina
$294K -$120K -19,531 -29%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$276K +$18.5K +3,010 +7%
MCA
60
MSH Capital Advisors
Arizona
$270K
DI
61
DFPG Investments
Utah
$265K +$263K +42,743 New
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$258K -$129K -21,040 -34%
SPIA
63
Steward Partners Investment Advisory
New York
$256K -$20.7K -3,370 -8%
Creative Planning
64
Creative Planning
Kansas
$247K +$85.4K +13,899 +54%
QCIG
65
Quad-Cities Investment Group
Iowa
$225K +$7.87K +1,281 +4%
AWG
66
Altus Wealth Group
Colorado
$219K
RJT
67
Raymond James Trust
Florida
$216K -$49.1K -8,000 -19%
DJYG
68
David J. Yvars Group
Florida
$190K +$112K +18,205 +146%
EM
69
ELCO Management
New York
$190K -$9.21K -1,500 -5%
AA
70
Ancora Advisors
Ohio
$182K -$8.3K -1,351 -4%
SDAM
71
Shulman DeMeo Asset Management
New York
$174K -$53.9K -8,781 -24%
SWP
72
Stratos Wealth Partners
Ohio
$169K +$7.99K +1,301 +5%
SI
73
Stephens Inc
Arkansas
$166K -$225K -36,680 -58%
PFS
74
Prospera Financial Services
Texas
$165K +$58.5K +9,527 +56%
RVPG
75
Relative Value Partners Group
$159K