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Liberty All-Star Equity Fund
USA

Overview Fund Activity

188 hedge funds and large institutions have $204M invested in Liberty All-Star Equity Fund in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 18 closing their positions.

Holders
188
Holders Change
+14
Holders Change %
+8.05%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
46
Reduced
38
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.4M
2
UBS Group
2
UBS Group
Switzerland
$4.38M
3
LPL Financial
3
LPL Financial
California
$25.4M
4
GSEP
4
Golden State Equity Partners
California
$766K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.9M

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$87.6K
2
IAIM
2
International Assets Investment Management
Florida
$146K
3
SFS
3
Shaker Financial Services
Virginia
$2.87M
4
Millennium Management
4
Millennium Management
New York
$0
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IFWM
51
Institute for Wealth Management
Colorado
$548K 78,830 +7,500 +11%
PS
52
Principal Securities
Iowa
$542K 78,047 +57,744 +284%
PI
53
PFG Investments
New York
$490K 70,467 – –
MA
54
Mezzasalma Advisors
New Jersey
$479K 68,889 +68,889 New
Creative Planning
55
Creative Planning
Kansas
$477K 68,676 -572 -0.8%
CIA
56
Concurrent Investment Advisors
Florida
$475K 68,279 -8,254 -11%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$468K 67,302 +67,302 New
SWP
58
Stratos Wealth Partners
Ohio
$467K 67,215 +20,550 +44%
TI
59
TrueMark Investments
Illinois
$415K 59,728 +43,041 +258%
KWA
60
Kingswood Wealth Advisors
California
$400K 57,501 +57,501 New
SCA
61
Sage Capital Advisors
South Dakota
$393K 56,496 -11,937 -17%
AWM
62
Avior Wealth Management
Nebraska
$358K 51,577 -10,000 -16%
MP
63
McDonald Partners
Ohio
$348K 50,000 – –
JWCA
64
J.W. Cole Advisors
Florida
$331K 47,688 -8,131 -15%
BEI
65
Benjamin Edwards Inc
Missouri
$294K 42,303 – –
MCA
66
MSH Capital Advisors
Arizona
$294K 42,270 +770 +2%
JIP
67
Jaffetilchin Investment Partners
Florida
$283K 40,689 +40,689 New
IWM
68
IHT Wealth Management
Illinois
$260K 37,360 +5,500 +17%
QPW
69
Quantum Private Wealth
Florida
$255K 36,715 -10,000 -21%
SOS
70
Silver Oak Securities
Tennessee
$249K 35,559 +35,559 New
AWG
71
Altus Wealth Group
Colorado
$237K 34,122 +4,454 +15%
QCIG
72
Quad-Cities Investment Group
Iowa
$231K 33,291 – –
APA
73
Astoria Portfolio Advisors
New York
$228K 32,705 +510 +2%
CCM
74
Canal Capital Management
Virginia
$220K 31,647 +31,647 New
AAS
75
Annex Advisory Services
Wisconsin
$215K 30,914 +14,383 +87%
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