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Liberty All-Star Equity Fund

176 hedge funds and large institutions have $205M invested in Liberty All-Star Equity Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 81 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 33

5% more capital invested

Capital invested by funds: $196M → $205M (+$8.97M)

0.06% more ownership

Funds ownership: 10.19%10.25% (+0.06%)

3% less funds holding

Funds holding: 182176 (-6)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
176
Holders Change
-6
Holders Change %
-3.3%
% of All Funds
2.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
81
Reduced
33
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWMO
51
Heritage Wealth Management (Ohio)
Ohio
$600K
Millennium Management
52
Millennium Management
New York
$597K +$576K +84,054 New
CIA
53
Concurrent Investment Advisors
Florida
$543K +$77.2K +11,254 +17%
IFWM
54
Institute for Wealth Management
Colorado
$506K +$9.02K +1,316 +2%
PI
55
PFG Investments
New York
$500K +$65.1K +9,497 +16%
Creative Planning
56
Creative Planning
Kansas
$492K -$20.4K -2,971 -4%
SCA
57
Sage Capital Advisors
South Dakota
$486K +$32.1K +4,675 +7%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$440K -$88.6K -12,922 -17%
AWM
59
Avior Wealth Management
Nebraska
$437K
JWCA
60
J.W. Cole Advisors
Florida
$396K +$13.3K +1,935 +4%
CA
61
CoreCap Advisors
Michigan
$392K +$379K +55,218 New
NAS
62
NWF Advisory Services
California
$367K +$8.98K +1,310 +3%
MP
63
McDonald Partners
Ohio
$355K +$343K +50,000 New
QPW
64
Quantum Private Wealth
Florida
$332K
SWP
65
Stratos Wealth Partners
Ohio
$331K +$102K +14,884 +47%
LAM
66
LifePro Asset Management
California
$311K
RJT
67
Raymond James Trust
Florida
$305K
BEI
68
Benjamin Edwards Inc
Missouri
$300K +$290K +42,303 New
MCA
69
MSH Capital Advisors
Arizona
$295K
SFA
70
Sequoia Financial Advisors
Ohio
$256K +$248K +36,118 New
QCIG
71
Quad-Cities Investment Group
Iowa
$236K +$69 +10 +0%
APA
72
Astoria Portfolio Advisors
New York
$233K +$11.5K +1,677 +5%
IWM
73
IHT Wealth Management
Illinois
$226K +$5.53K +807 +3%
AWG
74
Altus Wealth Group
Colorado
$211K -$34.5K -5,033 -15%
SI
75
Stephens Inc
Arkansas
$209K +$4.86K +709 +2%