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Liberty All-Star Equity Fund

191 hedge funds and large institutions have $208M invested in Liberty All-Star Equity Fund in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

9% more funds holding

Funds holding: 176191 (+15)

2% more capital invested

Capital invested by funds: $205M → $208M (+$3.2M)

0.32% more ownership

Funds ownership: 10.25%10.58% (+0.32%)

Holders
191
Holders Change
+15
Holders Change %
+8.52%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
47
Reduced
38
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
51
StoneX Group
New York
$578K +$522K +72,576 +702%
IFWM
52
Institute for Wealth Management
Colorado
$548K +$53.9K +7,500 +11%
PS
53
Principal Securities
Iowa
$542K +$415K +57,744 +284%
PI
54
PFG Investments
New York
$490K
MA
55
Mezzasalma Advisors
New Jersey
$479K +$495K +68,889 New
Creative Planning
56
Creative Planning
Kansas
$477K -$4.11K -572 -0.8%
CIA
57
Concurrent Investment Advisors
Florida
$475K -$59.3K -8,254 -11%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$468K +$484K +67,302 New
SWP
59
Stratos Wealth Partners
Ohio
$467K +$148K +20,550 +44%
TI
60
TrueMark Investments
Illinois
$415K +$309K +43,041 +258%
KWA
61
Kingswood Wealth Advisors
California
$400K +$413K +57,501 New
SCA
62
Sage Capital Advisors
South Dakota
$393K -$85.8K -11,937 -17%
AWM
63
Avior Wealth Management
Nebraska
$358K -$71.9K -10,000 -16%
MP
64
McDonald Partners
Ohio
$348K
JWCA
65
J.W. Cole Advisors
Florida
$331K -$58.4K -8,131 -15%
BEI
66
Benjamin Edwards Inc
Missouri
$294K
MCA
67
MSH Capital Advisors
Arizona
$294K +$5.53K +770 +2%
JIP
68
Jaffetilchin Investment Partners
Florida
$283K +$292K +40,689 New
IWM
69
IHT Wealth Management
Illinois
$260K +$39.5K +5,500 +17%
QPW
70
Quantum Private Wealth
Florida
$255K -$71.9K -10,000 -21%
SOS
71
Silver Oak Securities
Tennessee
$249K +$256K +35,559 New
AWG
72
Altus Wealth Group
Colorado
$237K +$32K +4,454 +15%
QCIG
73
Quad-Cities Investment Group
Iowa
$231K
APA
74
Astoria Portfolio Advisors
New York
$228K +$3.67K +510 +2%
CCM
75
Canal Capital Management
Virginia
$220K +$227K +31,647 New