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Liberty All-Star Equity Fund

102 hedge funds and large institutions have $284M invested in Liberty All-Star Equity Fund in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 20

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

10% more funds holding

Funds holding: 93102 (+9)

2% more capital invested

Capital invested by funds: $277M → $284M (+$6.37M)

0.25% more ownership

Funds ownership: 26.21%26.47% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
102
Holders Change
+9
Holders Change %
+9.68%
% of All Funds
2.72%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
17
Increased
50
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$69K +$2.16K +372 +3%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$66K +$23 +4 +0%
BC
78
Barnett & Company
Tennessee
$66K +$2.07K +356 +3%
NFG
79
Next Financial Group
Texas
$66K +$2.09K +359 +3%
SWP
80
Stratos Wealth Partners
Ohio
$65K +$63.1K +10,847 New
MFS
81
MSI Financial Services
Massachusetts
$64K +$34.2K +5,883 +117%
AIG
82
American International Group
New York
$58.9K -$23.9K -4,100 -29%
William Blair & Company
83
William Blair & Company
Illinois
$58K +$58.7K +10,083 New
Deutsche Bank
84
Deutsche Bank
Germany
$47K -$400K -68,802 -89%
AIA
85
Alerus Investment Advisors
Minnesota
$34K +$558 +96 +2%
RIA
86
Regal Investment Advisors
Michigan
$30K +$512 +88 +2%
Citigroup
87
Citigroup
New York
$19K +$5.82K +1,000 +43%
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$16K -$3.07K -528 -16%
ACS
89
Archford Capital Strategies
Illinois
$14.2K +$442 +76 +3%
TWMP
90
Taylor Wealth Management Partners
Massachusetts
$14K +$13.6K +2,340 New
WA
91
Waverly Advisors
Alabama
$11K
VNA
92
Valley National Advisers
Pennsylvania
$9K +$8.73K +1,500 New
AIM
93
Advantage Investment Management
Iowa
$8K +$122 +21 +2%
US Bancorp
94
US Bancorp
Minnesota
$5K
CFN
95
Cordasco Financial Network
Florida
$5K +$151 +26 +3%
AllianceBernstein
96
AllianceBernstein
Tennessee
$3K
SEI Investments
97
SEI Investments
Pennsylvania
$1K -$337 -58 -23%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1 -$11.2K -1,919 -94%
AQR Capital Management
99
AQR Capital Management
Connecticut
-$2.07M -345,726 Closed
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
-$1.16M -194,504 Closed