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Liberty All-Star Equity Fund

180 hedge funds and large institutions have $193M invested in Liberty All-Star Equity Fund in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 71 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+2
Holders Change %
+1.12%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
30
Increased
71
Reduced
38
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
51
WealthTrust Asset Management
Florida
$597K +$54.3K +7,991 +10%
HWMO
52
Heritage Wealth Management (Ohio)
Ohio
$582K +$582K +84,461 New
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$564K +$564K +82,995 New
ASFA
54
All Season Financial Advisors
Colorado
$559K -$35.7K -5,246 -6%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$509K +$291K +42,866 +134%
WAM
56
Wolverine Asset Management
Illinois
$498K +$498K +73,242 New
Creative Planning
57
Creative Planning
Kansas
$491K +$20K +2,940 +4%
IFWM
58
Institute for Wealth Management
Colorado
$476K +$843 +124 +0.2%
CIA
59
Concurrent Investment Advisors
Florida
$444K +$116K +17,100 +35%
SCA
60
Sage Capital Advisors
South Dakota
$434K +$38K +5,593 +10%
LCM
61
Landscape Capital Management
New Jersey
$432K -$46.2K -6,791 -10%
AWM
62
Avior Wealth Management
Nebraska
$419K -$286K -42,000 -41%
PI
63
PFG Investments
New York
$415K +$282K +41,479 +213%
JWCA
64
J.W. Cole Advisors
Florida
$366K +$201K +29,569 +122%
QPW
65
Quantum Private Wealth
Florida
$318K -$54.4K -8,000 -15%
LAM
66
LifePro Asset Management
California
$298K
RJT
67
Raymond James Trust
Florida
$292K
BFEC
68
Benjamin F. Edwards & Company
Missouri
$286K +$1.61K +237 +0.6%
MCA
69
MSH Capital Advisors
Arizona
$282K
AWG
70
Altus Wealth Group
Colorado
$236K -$3.77K -554 -2%
Comerica Bank
71
Comerica Bank
Texas
$229K +$1.6K +235 +0.7%
QCIG
72
Quad-Cities Investment Group
Iowa
$226K -$21.1K -3,096 -9%
SWP
73
Stratos Wealth Partners
Ohio
$216K +$2.35K +346 +1%
IWM
74
IHT Wealth Management
Illinois
$211K +$5.41K +795 +3%
APA
75
Astoria Portfolio Advisors
New York
$208K -$8.06K -1,185 -4%